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Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
926
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.12M +$74.6K +185 +3%
HP
927
Hilltop Partners
Indiana
$3.12M -$4.03K -10 -0.1%
AG
928
Ascent Group
Virginia
$3.09M +$45.6K +113 +2%
VWM
929
Vivid Wealth Management
Iowa
$3.06M -$211K -522 -7%
SIC
930
Samalin Investment Counsel
New York
$3.06M +$6.86K +17 +0.2%
CAAS
931
Capital Asset Advisory Services
Michigan
$3.05M +$201K +499 +7%
CAG
932
Csenge Advisory Group
Florida
$3.05M +$84.7K +210 +3%
MPWS
933
McCarter Private Wealth Services
Massachusetts
$3.03M -$127K -316 -4%
SMC
934
Smith, Moore & Co
Missouri
$3.03M -$96K -238 -3%
HIP
935
HUB Investment Partners
Texas
$3.02M +$1.31M +3,260 +85%
TFP
936
Tilia Fiduciary Partners
North Carolina
$3.02M +$104K +258 +4%
SAA
937
Southeast Asset Advisors
Georgia
$3.01M
CNBT
938
Canandaigua National Bank & Trust
New York
$3.01M +$2.85M +7,057 New
CC
939
Cypress Capital
Tennessee
$3M -$91.5K -227 -3%
IFG
940
Independent Financial Group
California
$2.99M +$582K +1,443 +26%
FG
941
Foster Group
Iowa
$2.99M +$33.5K +83 +1%
IIM
942
Intact Investment Management
Quebec, Canada
$2.98M -$3.31M -8,200 -54%
DAS
943
DMKC Advisory Services
Iowa
$2.98M
MWM
944
M3 Wealth Management
Ohio
$2.97M +$81.1K +201 +3%
MA
945
Montag & Associates
Georgia
$2.97M +$116K +287 +4%
FM
946
Foster & Motley
Ohio
$2.97M +$909K +2,254 +48%
WSFS
947
Wilmington Savings Fund Society
Delaware
$2.94M +$34.7K +86 +1%
PPWP
948
Premier Path Wealth Partners
New Jersey
$2.94M +$74.6K +185 +3%
LWP
949
LMG Wealth Partners
Louisiana
$2.93M +$16.5K +41 +0.6%
WA
950
Wealth Alliance
New York
$2.91M -$261K -648 -9%