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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
926
YorkBridge Wealth Partners
New York
$5.01M +$411K +1,264 +9%
SMG
927
Spectrum Management Group
Indiana
$4.97M +$347K +1,068 +8%
GC
928
GFG Capital
Florida
$4.95M +$183K +564 +4%
KFA
929
Kays Financial Advisory
Georgia
$4.94M -$201K -619 -4%
HBT
930
Hills Bank & Trust
Iowa
$4.94M +$30.9K +95 +0.7%
COI
931
Connable Office Inc
Michigan
$4.91M +$857K +2,635 +22%
KPWS
932
Kestra Private Wealth Services
Texas
$4.88M +$4.69M +14,426 New
IA
933
IndexIQ Advisors
New York
$4.86M +$1.27M +3,897 +37%
RCM
934
Riverpark Capital Management
New York
$4.86M +$2.91M +8,938 +164%
AWM
935
Avior Wealth Management
Nebraska
$4.84M +$305K +939 +7%
PCM
936
Poehling Capital Management
Wisconsin
$4.84M -$140K -432 -3%
HHAA
937
Henry H. Armstrong Associates
Pennsylvania
$4.84M +$24.4K +75 +0.5%
CG
938
CFO4Life Group
Texas
$4.83M -$45.5K -140 -1%
LOPW
939
Live Oak Private Wealth
North Carolina
$4.82M -$549K -1,687 -11%
CQS
940
Credential Qtrade Securities
$4.82M -$135K -416 -3%
DAS
941
Dynamic Advisor Solutions
Arizona
$4.81M +$11.1K +34 +0.2%
BOTW
942
Bank of the West
California
$4.76M -$199K -613 -4%
CI
943
Conning Inc
Connecticut
$4.76M +$58.5K +180 +1%
WANY
944
Wealthspire Advisors (New York)
New York
$4.76M +$489K +1,505 +12%
ISL
945
Ingalls & Snyder LLC
New York
$4.75M +$74.8K +230 +2%
CT
946
Coastline Trust
Rhode Island
$4.75M -$344K -1,058 -7%
Cetera Investment Advisers
947
Cetera Investment Advisers
Illinois
$4.75M -$118K -362 -3%
M2MC
948
Matthew 25 Management Corp
Pennsylvania
$4.73M -$975K -3,000 -18%
CPC
949
Cookson Peirce & Co
Pennsylvania
$4.73M -$488K -1,500 -10%
SNT
950
Security National Trust
West Virginia
$4.72M +$9.75K +30 +0.2%