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Name Holding Trade Value Shares
Change
Change in
Stake
CB
801
Cadence Bank
Mississippi
$3.15M -$21.6K -61 -0.6%
LA
802
Lifeworks Advisors
Michigan
$3.14M +$2.69M +7,603 +337%
OWP
803
Obermeyer Wealth Partners
Colorado
$3.14M -$44.3K -125 -1%
RBWA
804
RFG - Bristol Wealth Advisors
Massachusetts
$3.13M -$48.9K -138 -1%
CA
805
Continuum Advisory
Idaho
$3.13M -$12.4K -35 -0.4%
STAS
806
Strong Tower Advisory Services
Minnesota
$3.12M +$109K +308 +3%
ECM
807
Evergreen Capital Management
Washington
$3.1M +$623K +1,757 +22%
SIC
808
Sigma Investment Counselors
Michigan
$3.09M +$35.1K +99 +1%
SC
809
Scholtz & Company
Connecticut
$3.07M +$1.25M +3,530 +58%
PHIMC
810
Private Harbour Investment Management & Counsel
Ohio
$3.04M -$3.54K -10 -0.1%
MAMA
811
Myriad Asset Management Advisors
Florida
$3.04M +$3.39M +9,557 New
LB
812
Legacy Bridge
Iowa
$3.03M +$709 +2 +0%
MGIA
813
Moneta Group Investment Advisors
Missouri
$3.03M +$142K +401 +4%
TCP
814
TMB Capital Partners
Arkansas
$3.01M +$3.35M +9,455 New
COI
815
Connable Office Inc
Michigan
$3M -$19.8K -56 -0.6%
SCTC
816
Sanibel Captiva Trust Company
Florida
$3M +$1.09M +3,088 +49%
SMA
817
Sage Mountain Advisors
Georgia
$2.99M -$888K -2,505 -21%
LD
818
Lipe & Dalton
New York
$2.98M -$10.6K -30 -0.3%
CW
819
CrossGen Wealth
North Carolina
$2.98M +$3.32M +9,356 New
WAP
820
Wealthcare Advisory Partners
Pennsylvania
$2.97M +$331K +933 +11%
LTI
821
Laffer Tengler Investments
Tennessee
$2.97M +$75.1K +212 +2%
WP
822
WealthShield Partners
North Carolina
$2.96M +$20.6K +58 +0.6%
BFA
823
Bill Few Associates
Pennsylvania
$2.96M +$112K +315 +4%
PWS
824
Peterson Wealth Services
Utah
$2.96M +$2.19M +6,191 +200%
SIA
825
Soltis Investment Advisors
Utah
$2.95M +$13.5K +38 +0.4%