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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1126
44 Wealth Management
Oregon
$1.1M +$26.9K +951 +3%
TCBWMS
1127
Texas Capital Bank Wealth Management Services
Texas
$1.1M +$950K +33,525 New
EA
1128
Eclectic Associates
California
$1.09M +$93.2K +3,289 +11%
FG
1129
Fiduciary Group
Georgia
$1.09M +$6.6K +233 +0.7%
MMG
1130
Monetary Management Group
Missouri
$1.09M -$63.7K -2,250 -6%
GSB
1131
Greenfield Savings Bank
Massachusetts
$1.09M -$39.9K -1,409 -4%
IW
1132
Imprint Wealth
South Carolina
$1.09M +$941K +33,232 New
JIC
1133
Joel Isaacson & Co
New York
$1.08M +$20.3K +717 +2%
RA
1134
RFG Advisory
Alabama
$1.08M -$22.6K -799 -2%
FPAS
1135
Focus Partners Advisor Solutions
Missouri
$1.08M -$73.1K -2,580 -7%
NCM
1136
Narwhal Capital Management
Georgia
$1.08M +$91.1K +3,216 +11%
MCM
1137
Mork Capital Management
California
$1.07M – – –
GIA
1138
Guyasuta Investment Advisors
Pennsylvania
$1.07M -$51K -1,800 -5%
CFA
1139
Cahill Financial Advisors
Minnesota
$1.07M +$620K +21,895 +204%
IIC
1140
Ironwood Investment Counsel
Arizona
$1.07M -$47K -1,660 -5%
ALAM
1141
Asahi Life Asset Management
Japan
$1.07M +$27.1K +955 +3%
CW
1142
CreativeOne Wealth
Kansas
$1.06M -$3.54K -125 -0.4%
CCG
1143
Coastwise Capital Group
California
$1.06M +$17.7K +626 +2%
SRG
1144
SBB Research Group
Illinois
$1.06M +$13.2K +465 +1%
CAG
1145
Crestwood Advisors Group
Massachusetts
$1.06M -$19.7K -694 -2%
WWM
1146
Western Wealth Management
Colorado
$1.06M -$87.3K -3,081 -9%
BFC
1147
Bedel Financial Consulting
Indiana
$1.06M -$340 -12 -0%
MYLI
1148
Meiji Yasuda Life Insurance
Japan
$1.05M -$1.56K -55 -0.2%
NFG
1149
Norris Financial Group
South Carolina
$1.05M +$685K +24,167 +298%
CFA
1150
Compass Financial Advisors
Indiana
$1.05M -$144K -5,067 -14%
44 45
46
47 48