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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
876
Frank Rimerman Advisors
California
$3.49M +$298K +738 +10%
DT
877
Diversified Trust
Tennessee
$3.49M -$1.06M -2,633 -24%
KJWM
878
Kiley Juergens Wealth Management
Washington
$3.49M +$39.5K +98 +1%
RCG
879
Ridge Creek Global
Ohio
$3.49M – – –
MWM
880
Modern Wealth Management
Kansas
$3.48M +$503K +1,247 +18%
SP
881
SWS Partners
Ohio
$3.47M -$258K -641 -7%
BC
882
Burney Company
Virginia
$3.46M +$325K +806 +11%
CSIC
883
Clifford Swan Investment Counsel
California
$3.46M +$37.9K +94 +1%
HCCM
884
Hudson Canyon Capital Management
New York
$3.45M -$112K -278 -3%
NWM
885
Northwest Wealth Management
Iowa
$3.45M -$104K -257 -3%
SFO
886
Stokes Family Office
Louisiana
$3.43M -$764K -1,895 -19%
SC
887
Syon Capital
California
$3.43M +$44.8K +111 +1%
BGC
888
Beutel, Goodman & Co
Ontario, Canada
$3.43M -$141K -350 -4%
VSQM
889
V-Square Quantitative Management
Illinois
$3.42M -$87.9K -218 -3%
PFA
890
Peak Financial Advisors
Colorado
$3.4M +$453K +1,124 +16%
SIG
891
Sky Investment Group
Connecticut
$3.39M +$50.4K +125 +2%
GMFG
892
Greater Midwest Financial Group
Minnesota
$3.39M +$28.2K +70 +0.9%
CFM
893
Capricorn Fund Managers
United Kingdom
$3.38M +$3.2M +7,926 New
COI
894
Connable Office Inc
Michigan
$3.37M -$512K -1,270 -14%
FRA
895
Front Row Advisors
California
$3.37M -$12.1K -30 -0.4%
MFS
896
Miller Financial Services
Michigan
$3.35M +$571K +1,415 +22%
GWM
897
Glass Wealth Management
Texas
$3.35M +$565K +1,400 +22%
AWA
898
Arkadios Wealth Advisors
Georgia
$3.34M -$217K -538 -6%
FBT
899
First Bankers Trust
Kentucky
$3.34M +$38.3K +95 +1%
KA
900
Kerrisdale Advisers
Florida
$3.33M +$298K +740 +10%