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Name Holding Trade Value Shares
Change
Change in
Stake
CSP
826
Cary Street Partners
Virginia
$2.9M -$578K -3,288 -15%
AWM
827
Avior Wealth Management
Nebraska
$2.89M +$40.3K +229 +1%
RWA
828
Roberts Wealth Advisors
California
$2.89M +$9.14K +52 +0.3%
EPW
829
Evolve Private Wealth
California
$2.88M +$149K +845 +5%
CC
830
Courier Capital
New York
$2.88M -$25.3K -144 -0.8%
KFP
831
KMG Fiduciary Partners
Ohio
$2.86M -$2.15M -12,231 -40%
NW
832
NewEdge Wealth
Pennsylvania
$2.85M -$35.9M -203,937 -92%
Kovitz Investment Group Partners
833
Kovitz Investment Group Partners
Illinois
$2.84M -$27.9M -158,820 -90%
AF
834
Arrow Financial
New York
$2.83M +$122K +694 +4%
VIA
835
Vickerman Investment Advisors
Washington
$2.83M +$9.85K +56 +0.3%
WIC
836
Woodmont Investment Counsel
Tennessee
$2.83M +$111K +631 +4%
AG
837
Ascent Group
Virginia
$2.83M -$271K -1,541 -8%
AIM
838
Anchor Investment Management
South Carolina
$2.82M +$2.05M +11,663 +185%
GRP
839
Global Retirement Partners
California
$2.81M +$3.16M +17,943 New
OL
840
Odyssean LLC
Connecticut
$2.81M +$1.84M +10,485 +141%
CA
841
Callahan Advisors
Texas
$2.78M -$922K -5,244 -23%
BIAS
842
Beacon Investment Advisory Services
New Jersey
$2.77M -$374K -2,125 -11%
NP
843
NorthRock Partners
Minnesota
$2.77M +$659K +3,748 +27%
FTWA
844
Fifth Third Wealth Advisors
Ohio
$2.76M -$225K -1,279 -7%
MWM
845
Mission Wealth Management
California
$2.74M +$688K +3,913 +29%
CPW
846
Cove Private Wealth
New York
$2.73M +$845K +4,808 +38%
RWP
847
RWA Wealth Partners
Massachusetts
$2.73M -$107K -606 -3%
ACM
848
Advisors Capital Management
New Jersey
$2.72M -$15.3M -87,169 -83%
WAP
849
Wealthcare Advisory Partners
Pennsylvania
$2.72M +$820K +4,664 +37%
FFBTD
850
First Financial Bank - Trust Division
Ohio
$2.71M -$567K -3,226 -16%