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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
826
CKW Financial Group
Hawaii
$91K – – –
PP
827
PrairieView Partners
Minnesota
$91K – – –
JFA
828
JNBA Financial Advisors
Minnesota
$87.9K – – –
FMB
829
Field & Main Bank
Kentucky
$86K -$68.6K -2,285 -45%
PCFFS
830
Pacific Center for Financial Services
California
$85.5K – – –
MA
831
Montag & Associates
Georgia
$84.7K – – –
CAS
832
Coppell Advisory Solutions
Texas
$83.7K +$82.9K +2,760 New
FFA
833
Farther Finance Advisors
California
$81.8K +$1.74K +58 +2%
KFS
834
Kelly Financial Services
Massachusetts
$81.5K +$390 +13 +0.5%
GRP
835
Global Retirement Partners
California
$76.6K -$17.7K -590 -19%
First Manhattan
836
First Manhattan
New York
$75.1K +$54.2K +1,805 +282%
CG
837
Cutler Group
California
$75K +$74K +2,465 New
VNA
838
Valley National Advisers
Pennsylvania
$73K +$21K +700 +42%
OP
839
ORG Partners
Indiana
$72K +$70.4K +2,346 New
GWM
840
Geneos Wealth Management
Colorado
$69.9K – – –
HS
841
Horan Securities
United States
$66.3K +$58.8K +1,960 +980%
TC
842
Tacita Capital
Ontario, Canada
$66K – – –
TPCW
843
TD Private Client Wealth
New York
$65.8K -$2.46K -82 -4%
GM
844
GeoWealth Management
Illinois
$64K +$7.8K +260 +14%
CT
845
Caldwell Trust
Florida
$63.7K +$33.3K +1,109 +115%
PWMG
846
Prestige Wealth Management Group
New Jersey
$61.7K +$60 +2 +0.1%
CFO
847
CVA Family Office
Colorado
$61.7K -$11.4K -380 -16%
ANBT
848
American National Bank & Trust
Texas
$61.7K -$901 -30 -1%
IBOK
849
Independence Bank of Kentucky
Kentucky
$61.4K – – –
CHA
850
Carmichael Hill & Associates
Maryland
$61.4K +$60K +2,000 New