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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1001
Wealth Alliance
New York
$1.22M -$5.52K -10 -0.5%
CI
1002
CX Institutional
Indiana
$1.22M -$27.6K -50 -3%
Capstone Investment Advisors
1003
Capstone Investment Advisors
New York
$1.21M -$2.14M -3,872 -67%
CWM
1004
Connecticut Wealth Management
Connecticut
$1.21M +$577K +1,046 +117%
CAG
1005
Crestwood Advisors Group
Massachusetts
$1.19M +$23.7K +43 +2%
BOC
1006
Barbara Oil Co
Illinois
$1.19M
PPWP
1007
Premier Path Wealth Partners
New Jersey
$1.18M +$1.06M +1,930 New
OLVIG
1008
Oliver Lagore Vanvalin Investment Group
Michigan
$1.18M +$408K +740 +64%
MIS
1009
Morningstar Investment Services
Illinois
$1.18M +$590K +1,070 +132%
CPA
1010
Capital Planning Advisors
California
$1.18M +$173K +314 +20%
RAM
1011
Ramirez Asset Management
New York
$1.18M
AWP
1012
Accretive Wealth Partners
New Jersey
$1.17M +$2.21K +4 +0.2%
OIS
1013
Okabena Investment Services
Minnesota
$1.17M +$1.03M +1,865 New
ESBC
1014
E.S. Barr & Co
Kentucky
$1.16M
OC
1015
Oarsman Capital
Wisconsin
$1.15M +$280K +507 +38%
EI
1016
Ellevest Inc
New York
$1.15M +$20.4K +37 +2%
UWS
1017
Unique Wealth Strategies
Illinois
$1.15M +$1.02M +1,843 New
AAP
1018
Arax Advisory Partners
Colorado
$1.15M +$5.52K +10 +0.5%
BL
1019
Balentine LLC
Georgia
$1.15M +$245K +445 +32%
EAM
1020
Evanson Asset Management
California
$1.14M
PA
1021
Paragon Advisors
Texas
$1.14M +$1.01M +1,829 New
WPW
1022
Waldron Private Wealth
Pennsylvania
$1.14M -$64.5K -117 -6%
OIA
1023
OneDigital Investment Advisors
Kansas
$1.14M +$416K +754 +71%
HWM
1024
Hohimer Wealth Management
Washington
$1.14M +$9.38K +17 +0.9%
CIC
1025
Chase Investment Counsel
Virginia
$1.14M +$461K +836 +85%