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Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Parallel Advisors
California
$183K +$43.6K +229 +31%
DAM
552
Delta Asset Management
Tennessee
$143K – – –
CI
553
CX Institutional
Indiana
$142K +$12.9K +68 +10%
AAM
554
Advisors Asset Management
Colorado
$135K -$144K -754 -52%
BIA
555
Bell Investment Advisors
California
$124K – – –
AUB
556
Atlantic Union Bankshares
Virginia
$120K – – –
BWA
557
Basecamp Wealth Advisors
Washington
$115K +$36.7K +193 +47%
AAG
558
Armstrong Advisory Group
Massachusetts
$115K – – –
TWD
559
True Wealth Design
Ohio
$113K +$80.1K +421 +245%
SAM
560
Smartleaf Asset Management
Massachusetts
$112K +$7.04K +37 +6%
BL
561
BFSG LLC
California
$111K – – –
ST
562
Smithfield Trust
Pennsylvania
$104K – – –
WTC
563
WhitTier Trust Company
Nevada
$99K – – –
FHC
564
First Horizon Corporation
Tennessee
$98.3K – – –
BCWM
565
Bartlett & Co Wealth Management
Ohio
$94.1K -$381 -2 -0.4%
AF
566
Advisornet Financial
Minnesota
$92.8K – – –
LFG
567
Larson Financial Group
Missouri
$90.1K +$61.5K +323 +215%
CT
568
Caldwell Trust
Florida
$87.6K – – –
SFAM
569
Sawyer Falduto Asset Management
Illinois
$85.7K – – –
PWA
570
Provenance Wealth Advisors
Florida
$85.7K – – –
RFA
571
Reyes Financial Architecture
California
$81.9K +$81.8K +430 New
LC
572
Lavaca Capital
Texas
$76.2K – – –
SN
573
Sittner & Nelson
Oregon
$76.2K – – –
BC
574
Barrett & Company
Rhode Island
$71.4K – – –
VSQM
575
V-Square Quantitative Management
Illinois
$69.9K – – –