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Name Holding Trade Value Shares
Change
Change in
Stake
AFT
1451
Alpha Family Trust
California
$2.34M – – –
MMPW
1452
Mitchell McLeod Pugh & Williams
Alabama
$2.34M +$223 +3 +0%
FBFS
1453
First Business Financial Services
Wisconsin
$2.34M -$26.6K -358 -1%
AO
1454
Advisor OS
Illinois
$2.34M +$248K +3,348 +12%
WFI
1455
West Family Investments
California
$2.33M -$179K -2,412 -7%
CWM
1456
Calamos Wealth Management
Illinois
$2.32M +$444K +5,984 +25%
RHJA
1457
Rice Hall James & Associates
California
$2.31M -$7.42K -100 -0.3%
VA
1458
Verdad Advisers
Massachusetts
$2.3M +$2.22M +29,918 New
AWC
1459
Abundance Wealth Counselors
Pennsylvania
$2.3M +$1.41K +19 +0.1%
HIA
1460
Harvest Investment Advisors
Florida
$2.29M -$6.31K -85 -0.3%
WPC
1461
White Pine Capital
Minnesota
$2.29M +$1.56K +21 +0.1%
BFO
1462
Biltmore Family Office
North Carolina
$2.29M -$293K -3,954 -12%
BFC
1463
Bedel Financial Consulting
Indiana
$2.28M -$49.7K -670 -2%
FPH
1464
Financial Planning Hawaii
Hawaii
$2.28M +$2.2M +29,599 New
NS
1465
NBC Securities
Alabama
$2.28M -$142K -1,913 -6%
AWCI
1466
Alpine Woods Capital Investors
New York
$2.28M +$297 +4 +0%
FFO
1467
Fiduciary Family Office
Florida
$2.27M -$184K -2,484 -8%
TSMHT
1468
Thurston Springer Miller Herd & Titak
Indiana
$2.27M +$1.78M +23,930 +429%
MA
1469
MCF Advisors
Kentucky
$2.27M +$114K +1,533 +5%
HNW
1470
High Note Wealth
Minnesota
$2.26M +$11.8K +159 +0.5%
Fayez Sarofim & Co
1471
Fayez Sarofim & Co
Texas
$2.26M -$334K -4,496 -13%
CCT
1472
Capital City Trust
Florida
$2.26M -$23.8K -321 -1%
IAMOG
1473
Investors Asset Management of Georgia
Georgia
$2.25M -$14K -189 -0.6%
LSA
1474
L & S Advisors
California
$2.25M -$652K -8,792 -23%
EHWM
1475
Eads & Heald Wealth Management
Georgia
$2.25M -$75.8K -1,022 -3%