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Name Holding Trade Value Shares
Change
Change in
Stake
LTI
776
Laffer Tengler Investments
Tennessee
$4.73M -$225K -558 -5%
TRIA
777
Trail Ridge Investment Advisors
Colorado
$4.72M -$8.47K -21 -0.2%
MWM
778
Mission Wealth Management
California
$4.71M +$947K +2,349 +27%
PIWA
779
Prevail Innovative Wealth Advisors
Kansas
$4.71M +$4.45M +11,047 New
PA
780
Parallel Advisors
California
$4.7M +$752K +1,865 +20%
1WA
781
180 Wealth Advisors
Washington
$4.67M -$123K -306 -3%
BP
782
Ballentine Partners
Massachusetts
$4.67M +$90.3K +224 +2%
CWP
783
Concord Wealth Partners
Virginia
$4.61M +$196K +487 +5%
IA
784
IFP Advisors
Florida
$4.61M +$116K +288 +3%
SC
785
Sawyer & Company
Massachusetts
$4.57M -$686K -1,702 -14%
ECM
786
Evergreen Capital Management
Washington
$4.57M +$193K +478 +5%
CWMK
787
Caliber Wealth Management (Kansas)
Kansas
$4.56M +$66.1K +164 +2%
FDP
788
Financiere des Professionnels
Quebec, Canada
$4.53M -$1.19M -2,960 -22%
CRWM
789
Castle Rock Wealth Management
California
$4.51M +$448K +1,111 +11%
CGH
790
Crossmark Global Holdings
Texas
$4.49M -$69.8K -173 -2%
WMA
791
West Michigan Advisors
Michigan
$4.48M -$155K -385 -4%
RFA
792
Resurgent Financial Advisors
Georgia
$4.47M +$537K +1,331 +15%
FCP
793
Fidelis Capital Partners
Florida
$4.43M -$3.63K -9 -0.1%
STAS
794
Strong Tower Advisory Services
Minnesota
$4.4M +$17.7K +44 +0.4%
IIM
795
INTECH Investment Management
Florida
$4.39M -$2.91M -7,223 -41%
ETC
796
Exchange Traded Concepts
Oklahoma
$4.39M +$1.05M +2,611 +34%
KRSITF
797
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.37M -$18.6K -46 -0.4%
LB
798
Legacy Bridge
Iowa
$4.34M +$62.9K +156 +2%
MG
799
Mather Group
Illinois
$4.33M -$738K -1,831 -15%
DAS
800
Dynamic Advisor Solutions
Arizona
$4.32M -$321K -796 -7%