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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
551
Delta Asset Management
Tennessee
$143K
CI
552
CX Institutional
Indiana
$142K +$12.9K +68 +10%
AAM
553
Advisors Asset Management
Colorado
$135K -$144K -754 -52%
BIA
554
Bell Investment Advisors
California
$124K
AUB
555
Atlantic Union Bankshares
Virginia
$120K
BWA
556
Basecamp Wealth Advisors
Washington
$115K +$36.7K +193 +47%
AAG
557
Armstrong Advisory Group
Massachusetts
$115K
TWD
558
True Wealth Design
Ohio
$113K +$80.1K +421 +245%
SAM
559
Smartleaf Asset Management
Massachusetts
$112K +$7.04K +37 +6%
BL
560
BFSG LLC
California
$111K
ST
561
Smithfield Trust
Pennsylvania
$104K
WTC
562
WhitTier Trust Company
Nevada
$99K
FHC
563
First Horizon Corporation
Tennessee
$98.3K
BCWM
564
Bartlett & Co Wealth Management
Ohio
$94.1K -$381 -2 -0.4%
AF
565
Advisornet Financial
Minnesota
$92.8K
LFG
566
Larson Financial Group
Missouri
$90.1K +$61.5K +323 +215%
CT
567
Caldwell Trust
Florida
$87.6K
SFAM
568
Sawyer Falduto Asset Management
Illinois
$85.7K
PWA
569
Provenance Wealth Advisors
Florida
$85.7K
RFA
570
Reyes Financial Architecture
California
$81.9K +$81.8K +430 New
LC
571
Lavaca Capital
Texas
$76.2K
SN
572
Sittner & Nelson
Oregon
$76.2K
BC
573
Barrett & Company
Rhode Island
$71.4K
VSQM
574
V-Square Quantitative Management
Illinois
$69.9K
BTI
575
Blue Trust Inc
Georgia
$69.7K