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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1026
Prelude Capital Management
New York
$1.24M +$1.25M +2,911 New
JSW
1027
Journey Strategic Wealth
New Jersey
$1.23M -$997K -2,327 -45%
IWM
1028
IHT Wealth Management
Illinois
$1.23M -$200K -467 -14%
WAP
1029
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$160K +373 +15%
HW
1030
Hancock Whitney
Mississippi
$1.22M -$11.6K -27 -0.9%
CWS
1031
Confluence Wealth Services
Pennsylvania
$1.21M +$48.4K +113 +4%
NL
1032
Navalign LLC
California
$1.21M +$46.7K +109 +4%
RMC
1033
Resources Management Corp
Connecticut
$1.21M +$641K +1,497 +112%
CAMG
1034
CWA Asset Management Group
Florida
$1.19M -$26.6K -62 -2%
GI
1035
GLOBALT Investments
Georgia
$1.19M -$139K -325 -10%
DAS
1036
Dynamic Advisor Solutions
Arizona
$1.19M -$975K -2,275 -45%
TGAM
1037
TBH Global Asset Management
Tennessee
$1.18M +$261K +610 +28%
ZF
1038
Zhang Financial
Michigan
$1.18M
BWIA
1039
Bryant Woods Investment Advisors
New York
$1.16M +$3.43K +8 +0.3%
IFG
1040
Independent Financial Group
California
$1.15M +$475K +1,109 +70%
7WCP
1041
71 West Capital Partners
Massachusetts
$1.15M +$1.16M +2,698 New
HPC
1042
HM Payson & Co
Maine
$1.15M +$25.7K +60 +2%
AWM
1043
Angeles Wealth Management
California
$1.14M +$15.8K +37 +1%
CG
1044
Cynosure Group
Utah
$1.13M +$684K +1,596 +150%
TNB
1045
Thomasville National Bank
Georgia
$1.13M -$94.7K -221 -8%
APSI
1046
Asset Planning Services Inc
Louisiana
$1.13M -$79.2K -185 -7%
RCA
1047
Resonant Capital Advisors
Wisconsin
$1.13M -$265K -619 -19%
TBT
1048
Texas Bank & Trust
Texas
$1.12M -$225K -525 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
1049
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.12M
CAG
1050
Csenge Advisory Group
Florida
$1.12M -$237K -553 -17%