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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1426
Continuum Advisory
Idaho
$2.92M +$78.7K +503 +3%
IJWM
1427
Inman Jager Wealth Management
Mississippi
$2.91M +$105K +671 +4%
FCG
1428
Fielder Capital Group
Tennessee
$2.89M +$783 +5 +0%
BOCM
1429
Bontempo Ohly Capital Management
Maryland
$2.89M +$170K +1,087 +7%
NC
1430
NovaPoint Capital
Georgia
$2.89M +$84.8K +542 +3%
OFS
1431
OneAscent Financial Services
Alabama
$2.89M +$1.82M +11,635 +210%
PL
1432
Perpetual Ltd
Australia
$2.88M – – –
SMC
1433
Smith, Moore & Co
Missouri
$2.87M -$261K -1,668 -9%
SW
1434
Simplicity Wealth
New Jersey
$2.87M +$1.73M +11,032 +180%
UF
1435
Univest Financial
Pennsylvania
$2.87M +$78.1K +499 +3%
GAG
1436
GM Advisory Group
New York
$2.87M -$387K -2,470 -13%
NAMA
1437
Nikko Asset Management Americas
New York
$2.86M -$488K -3,120 -15%
SF
1438
Slagle Financial
Illinois
$2.86M -$99.7K -637 -4%
WG
1439
Winton Group
United Kingdom
$2.85M -$2.66M -17,019 -50%
GW
1440
Griffith & Werner
Georgia
$2.85M +$219K +1,397 +9%
OAM
1441
Ostrum Asset Management
France
$2.85M +$84.1K +537 +3%
ARC
1442
Advisor Resource Council
Texas
$2.84M +$2.71M +17,319 New
WWM
1443
Western Wealth Management
Colorado
$2.84M -$1.77M -11,277 -40%
SIC
1444
SFE Investment Counsel
California
$2.84M -$470 -3 -0%
CCM
1445
Cohen Capital Management
California
$2.83M – – –
TAP
1446
Tounjian Advisory Partners
Florida
$2.83M +$2.64M +16,890 New
FFN
1447
Focus Financial Network
Minnesota
$2.81M -$18.9K -121 -0.7%
PFSC
1448
Peoples Financial Services Corp
Pennsylvania
$2.8M -$783 -5 -0%
BA
1449
Bristlecone Advisors
Washington
$2.79M +$204K +1,305 +8%
KMWM
1450
Keudell/Morrison Wealth Management
Oregon
$2.79M -$10.2K -65 -0.4%