We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1126
Millennium Capital Advisors
Arkansas
$1.05M – – –
AWMT
1127
AAFMAA Wealth Management & Trust
North Carolina
$1.05M -$859K -2,971 -55%
CFSG
1128
Community Financial Services Group
Vermont
$1.05M +$714K +2,467 New
CWS
1129
Confluence Wealth Services
Pennsylvania
$1.05M +$701K +2,425 New
SWP
1130
Stone Wealth Partners
Louisiana
$1.05M +$701K +2,423 New
TL
1131
Tradewinds LLC
North Carolina
$1.04M +$35.8M +123,651 +8,167%
VVP
1132
Venture Visionary Partners
Ohio
$1.04M -$59.9K -207 -8%
TWM
1133
Tanager Wealth Management
United Kingdom
$1.04M -$785K -2,714 -53%
FMI
1134
F/M Investments
District of Columbia
$1.04M +$697K +2,410 New
PAG
1135
Private Advisory Group
Washington
$1.04M +$696K +2,408 New
PD
1136
Planning Directions
Pennsylvania
$1.04M -$12.4K -43 -2%
MIM
1137
Montgomery Investment Management
Maryland
$1.04M +$2.02K +7 +0.3%
VSQM
1138
V-Square Quantitative Management
Illinois
$1.03M -$55.5K -192 -7%
ACM
1139
Arlington Capital Management
Illinois
$1.03M – – –
MA
1140
MCF Advisors
Kentucky
$1.03M +$28.9K +100 +4%
MEAC
1141
M.E. Allison & Co
Texas
$1.02M – – –
VWM
1142
Venturi Wealth Management
Texas
$1.01M +$157K +544 +30%
OIS
1143
OneAscent Investment Solutions
Alabama
$1.01M +$674K +2,330 New
TSW
1144
Three Seasons Wealth
Utah
$999K +$670K +2,316 New
VFA
1145
Values First Advisors
Tennessee
$997K +$90.2K +312 +16%
FFG
1146
Fiduciary Financial Group
California
$996K -$231K -799 -26%
CFO
1147
Capitol Family Office
Oregon
$996K -$158K -546 -19%
SOS
1148
Silver Oak Securities
Tennessee
$995K +$12.4K +43 +2%
RFC
1149
Regions Financial Corp
Alabama
$992K +$57.3K +198 +9%
UAG
1150
United Advisor Group
Ohio
$990K +$664K +2,295 New