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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
826
Sagespring Wealth Partners
Tennessee
$3.1M +$552K +1,171 +23%
PA
827
Parallel Advisors
California
$3.1M +$195K +414 +7%
IA
828
IFP Advisors
Florida
$3.06M +$313K +663 +12%
BWAM
829
Boyd Watterson Asset Management
Ohio
$3.05M -$5.66K -12 -0.2%
AL
830
Arnhold LLC
New York
$3.05M
BJL
831
Brighton Jones LLC
Washington
$3.04M +$2.89M +6,133 New
AFG
832
Atomi Financial Group
New York
$3.01M +$903K +1,913 +46%
NW
833
Naviter Wealth
Arkansas
$3M +$140K +297 +5%
TCM
834
Traynor Capital Management
Pennsylvania
$3M -$90.6K -192 -3%
FFS
835
Founders Financial Securities
Maryland
$2.99M -$195K -414 -7%
DWM
836
Diversify Wealth Management
Utah
$2.99M +$1.64M +3,471 +142%
FDS
837
Freedom Day Solutions
Texas
$2.98M -$66.5K -141 -2%
CFM
838
Capricorn Fund Managers
United Kingdom
$2.96M -$1.01M -2,146 -26%
DSC
839
Duncker Streett & Co
Missouri
$2.94M +$251K +533 +10%
BTI
840
Blue Trust Inc
Georgia
$2.91M -$714K -1,513 -21%
ICP
841
Impact Capital Partners
Colorado
$2.89M +$142K +301 +5%
BWM
842
BKM Wealth Management
Wisconsin
$2.86M +$139K +295 +5%
FBT
843
First Bankers Trust
Kentucky
$2.85M +$536K +1,135 +25%
WETS
844
Wealth Enhancement Trust Services
South Dakota
$2.83M +$126K +266 +5%
EF
845
Exeter Financial
Arizona
$2.82M +$340K +720 +15%
APWM
846
Argonautica Private Wealth Management
Massachusetts
$2.82M -$88.7K -188 -3%
PNAA
847
Pictet North America Advisors
Switzerland
$2.81M +$46.7K +99 +2%
AF
848
Advisornet Financial
Minnesota
$2.79M -$187K -396 -7%
AWA
849
Aaron Wealth Advisors
Illinois
$2.79M +$88.7K +188 +3%
FRA
850
Frank Rimerman Advisors
California
$2.78M +$1.44M +3,048 +119%