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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
901
Empirical Wealth Management
Washington
$3.85M -$566K -11,075 -13%
RIA
902
Regal Investment Advisors
Michigan
$3.84M +$683K +13,358 +22%
SWM
903
Spire Wealth Management
Virginia
$3.83M +$885K +17,306 +30%
BWM
904
BerganKDV Wealth Management
Minnesota
$3.83M +$31K +607 +0.8%
FMWA
905
Forvis Mazars Wealth Advisors
Missouri
$3.83M +$357K +6,976 +10%
PTC
906
Private Trust Company
Ohio
$3.83M +$511 +10 +0%
Vanguard Personalized Indexing Management
907
Vanguard Personalized Indexing Management
California
$3.83M +$903K +17,660 +31%
IWC
908
Integrated Wealth Concepts
Massachusetts
$3.82M -$1.05M -20,573 -22%
WAM
909
Weatherly Asset Management
California
$3.8M -$208K -4,062 -5%
NP
910
NorthRock Partners
Minnesota
$3.8M -$869K -16,990 -19%
SIAG
911
Signet Investment Advisory Group
Rhode Island
$3.79M +$36.6K +715 +1%
FNB
912
Farmers National Bank
Kentucky
$3.78M -$754K -14,755 -17%
AIM
913
ARGA Investment Management
Connecticut
$3.78M -$99K -1,937 -3%
RWA
914
Ropes Wealth Advisors
Massachusetts
$3.77M -$1.32M -25,807 -26%
PCTC
915
Perkins Coie Trust Company
Washington
$3.77M +$200K +3,908 +6%
WSTAM
916
Wilbanks Smith & Thomas Asset Management
Virginia
$3.77M +$1.37M +26,752 +58%
CT
917
Chicago Trust
Illinois
$3.76M -$141K -2,754 -4%
HIIFS
918
Harel Insurance Investments & Financial Services
Israel
$3.75M +$937K +18,328 +34%
CAC
919
Core Alternative Capital
Georgia
$3.75M +$360K +7,034 +11%
PAMG
920
Patton Albertson Miller Group
Tennessee
$3.74M -$41.3K -807 -1%
PCM
921
Poehling Capital Management
Wisconsin
$3.74M +$669K +13,090 +22%
PP
922
Paloma Partners
Connecticut
$3.73M +$3.7M +72,348 New
AP
923
Americana Partners
Texas
$3.72M +$1.77M +34,535 +92%
BAM
924
Belpointe Asset Management
Nevada
$3.71M +$1.65M +32,203 +81%
VFG
925
V2 Financial group
Illinois
$3.7M +$3.68M +71,923 New