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Name Holding Trade Value Shares
Change
Change in
Stake
THWM
1001
Taylor Hoffman Wealth Management
Virginia
$3.1M +$50K +1,126 +1%
TCA
1002
Transcend Capital Advisors
New Jersey
$3.08M -$31.9K -718 -0.9%
FPFS
1003
First Personal Financial Services
North Carolina
$3.07M +$185K +4,177 +6%
BFM
1004
Boston Financial Management
Massachusetts
$3.06M -$21.5K -484 -0.6%
SAMC
1005
Spectrum Asset Management (California)
California
$3.06M +$743K +16,757 +28%
IA
1006
IFP Advisors
Florida
$3.05M +$474K +10,689 +9%
MS
1007
Maven Securities
Jersey
$3.05M +$1.67M +37,751 +98%
UF
1008
Univest Financial
Pennsylvania
$3.05M -$1.77M -39,986 -34%
LWAC
1009
Laurel Wealth Advisors (California)
California
$3.04M +$46.3K +1,044 +1%
EFS
1010
Essex Financial Services
Connecticut
$3.04M -$35.4K -798 -1%
CWM
1011
Concentric Wealth Management
California
$3.03M +$67.2K +1,515 +2%
AIA
1012
AIMZ Investment Advisors
California
$3.03M -$9.67K -218 -0.3%
BO
1013
Bank OZK
Arkansas
$3.03M -$31.5K -709 -0.9%
LPT
1014
Legacy Private Trust
Wisconsin
$3.01M -$2.07M -46,719 -38%
PGA
1015
Portland Global Advisors
Maine
$3M +$97.4K +2,196 +3%
FC
1016
Forte Capital
New York
$2.99M +$351K +7,910 +12%
SHFA
1017
SS&H Financial Advisors
Michigan
$2.99M -$44.4K -1,000 -1%
SCP
1018
Shorepoint Capital Partners
Massachusetts
$2.98M +$43.4K +979 +1%
RP
1019
Riverbridge Partners
Minnesota
$2.98M -$8.96K -202 -0.3%
SSCM
1020
Summit Street Capital Management
New York
$2.98M
RGI
1021
River Global Investors
United Kingdom
$2.97M -$211K -4,760 -6%
KLWA
1022
Kelly Lawrence W & Associates
California
$2.97M -$71.1K -1,602 -2%
MOS
1023
MGO One Seven
Ohio
$2.97M +$48.6K +1,095 +2%
IAM
1024
Ion Asset Management
Israel
$2.96M -$887K -20,000 -21%
PWM
1025
Perigon Wealth Management
California
$2.96M -$392K -8,834 -11%