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Name Holding Trade Value Shares
Change
Change in
Stake
MLA
1851
My Legacy Advisors
Oregon
$2.03M +$32.6K +90 +2%
BFC
1852
Bedel Financial Consulting
Indiana
$2.03M +$6.15K +17 +0.3%
HVP
1853
Hudson Value Partners
Florida
$2.03M -$787K -2,176 -28%
HA
1854
Harbor Advisors
Florida
$2.02M
AWM
1855
Aviso Wealth Management
Washington
$2.01M +$917K +2,535 +86%
SSA
1856
Sierra Summit Advisors
Nevada
$2M -$46.7K -129 -2%
FNFDCM
1857
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2M -$24.2K -67 -1%
LB
1858
Legacy Bridge
Iowa
$1.99M +$5.43K +15 +0.3%
FCFC
1859
First Citizens Financial Corp
Iowa
$1.99M +$17.4K +48 +0.9%
MWA
1860
Midland Wealth Advisors
Illinois
$1.99M -$71.3K -197 -4%
AF
1861
Alerus Financial
North Dakota
$1.98M -$1.69M -4,674 -46%
MWM
1862
Massachusetts Wealth Management
Massachusetts
$1.98M +$27.1K +75 +1%
CAU
1863
Caxton Associates (UK)
$1.98M -$308K -851 -14%
PL
1864
Perpetual Ltd
Australia
$1.97M -$10.9K -30 -0.6%
BI
1865
Ballast Inc
Kentucky
$1.97M +$61.2K +169 +3%
TH
1866
TCTC Holdings
Texas
$1.97M -$6.51K -18 -0.3%
HAS
1867
HBW Advisory Services
California
$1.97M +$236K +651 +14%
LOPW
1868
Live Oak Private Wealth
North Carolina
$1.96M +$144K +397 +8%
VC
1869
Veracity Capital
Georgia
$1.96M -$66.2K -183 -3%
CP
1870
Castleview Partners
Texas
$1.95M +$533K +1,474 +38%
MFA
1871
Mayflower Financial Advisors
Massachusetts
$1.94M +$51.7K +143 +3%
TWM
1872
Trueblood Wealth Management
Ohio
$1.94M -$224K -619 -10%
BCG
1873
Breakwater Capital Group
New Jersey
$1.93M -$7.6K -21 -0.4%
TAM
1874
Todd Asset Management
Kentucky
$1.93M -$21.9M -60,655 -92%
AO
1875
Advisor OS
Illinois
$1.93M +$32.9K +91 +2%