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Name Holding Trade Value Shares
Change
Change in
Stake
VAG
1126
VisionPoint Advisory Group
Texas
$1.23M -$14.7K -42 -1%
WC
1127
Waterloo Capital
Texas
$1.23M +$640K +1,823 +97%
IIA
1128
Integral Investment Advisors
California
$1.22M
RB
1129
Renasant Bank
Mississippi
$1.22M +$26.7K +76 +2%
CPA
1130
Capital Planning Advisors
California
$1.21M +$1.27M +3,631 New
SFG
1131
SevenBridge Financial Group
Pennsylvania
$1.2M
FCCM
1132
First City Capital Management
Georgia
$1.2M -$92K -262 -7%
CCA
1133
Cobblestone Capital Advisors
New York
$1.2M
SAI
1134
Savvy Advisors Inc
New York
$1.2M -$83.2K -237 -6%
CCA
1135
Cypress Capital Advisors
Tennessee
$1.19M +$1.26M +3,591 New
DWM
1136
Diversify Wealth Management
Utah
$1.19M +$16.5K +47 +1%
SVWAG
1137
Sound View Wealth Advisors Group
Georgia
$1.19M +$13.3K +38 +1%
DA
1138
Drake & Associates
Wisconsin
$1.18M +$1.33M +3,785 New
KSWWM
1139
Keyes Stange & Wooten Wealth Management
Florida
$1.18M -$16.5K -47 -1%
WF
1140
Welch & Forbes
Massachusetts
$1.18M +$282K +803 +29%
BCM
1141
BluePath Capital Management
Georgia
$1.18M +$180K +514 +17%
NCM
1142
NCM Capital Management
New Jersey
$1.18M +$38.6K +110 +3%
TPW
1143
Transatlantique Private Wealth
New York
$1.18M -$19.7K -56 -2%
NFA
1144
Northern Financial Advisors
Michigan
$1.17M -$322K -918 -21%
PFGIA
1145
Patriot Financial Group Insurance Agency
Massachusetts
$1.17M +$736K +2,098 +147%
CMI
1146
Clare Market Investments
Texas
$1.16M
FC
1147
Farringdon Capital
United Kingdom
$1.16M +$1.23M +3,506 New
CGL
1148
Clarius Group LLC
Washington
$1.16M +$171K +486 +16%
CPIG
1149
Chicago Partners Investment Group
Illinois
$1.16M +$97.9K +279 +9%
GHAM
1150
Gilman Hill Asset Management
Connecticut
$1.16M