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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
951
CFM Wealth Partners
Texas
$8.92M +$87.3K +152 +1%
PCA
952
Pallas Capital Advisors
Massachusetts
$8.92M +$18.4K +32 +0.2%
DRD
953
Dennis R. Delaney
$8.91M -$575K -1,001 -6%
LG
954
Leuthold Group
Minnesota
$8.89M +$303K +528 +3%
HWAM
955
Hennion & Walsh Asset Management
New Jersey
$8.86M -$558K -971 -6%
IAN
956
Integrated Advisors Network
Texas
$8.83M +$61.4K +107 +0.7%
VCA
957
Verdence Capital Advisors
Maryland
$8.82M +$705K +1,227 +9%
CFG
958
Cambridge Financial Group
Ohio
$8.79M +$1.85M +3,219 +26%
HA
959
Herold Advisors
New York
$8.79M +$322K +560 +4%
CIA
960
Capital Investment Advisors
Georgia
$8.78M +$498K +868 +6%
GAM
961
Groupama Asset Management
France
$8.77M +$633K +1,103 +8%
RP
962
Ravenswood Partners
Virginia
$8.76M +$8.84M +15,394 New
WPP
963
Whalerock Point Partners
Rhode Island
$8.73M -$37.3K -65 -0.4%
FDP
964
Financiere des Professionnels
Quebec, Canada
$8.72M +$4.14M +7,215 +89%
SAM
965
Shell Asset Management
Netherlands
$8.72M -$25.6M -44,503 -74%
TPA
966
Trivium Point Advisory
Connecticut
$8.71M -$720K -1,254 -8%
AWA
967
Arkadios Wealth Advisors
Georgia
$8.69M +$39.6K +69 +0.5%
RBFC
968
Roman Butler Fullerton & Co
Missouri
$8.68M +$30.4K +53 +0.3%
SW
969
SlateStone Wealth
Florida
$8.66M -$854K -1,487 -9%
VAS
970
Vestmark Advisory Solutions
Massachusetts
$8.66M +$239K +417 +3%
SIG
971
Sargent Investment Group
Maryland
$8.66M +$144K +250 +2%
LFAS
972
Level Four Advisory Services
Texas
$8.64M -$308K -536 -3%
MCM
973
Mitchell Capital Management
Kansas
$8.62M +$230K +400 +3%
RWP
974
RWA Wealth Partners
Massachusetts
$8.61M +$58.6K +102 +0.7%
RPC
975
Rossmore Private Capital
Connecticut
$8.6M +$95.9K +167 +1%