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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
951
Level Four Advisory Services
Texas
$9.58M +$894K +1,600 +11%
DAS
952
Dynamic Advisor Solutions
Arizona
$9.58M -$673K -1,204 -7%
KWMG
953
King Wealth Management Group
Florida
$9.55M -$200K -357 -2%
CIM
954
Contravisory Investment Management
Massachusetts
$9.51M -$272K -487 -3%
MCM
955
Moore Capital Management
New York
$9.5M +$4.84M +8,663 +109%
AWM
956
Axxcess Wealth Management
California
$9.49M +$1.7M +3,048 +22%
SCA
957
Stokes Capital Advisors
South Carolina
$9.47M +$338K +604 +4%
GIC
958
Generali Investments CEE
Czech Republic
$9.45M +$34.7K +62 +0.4%
WCM
959
Wisconsin Capital Management
Wisconsin
$9.43M +$210K +375 +2%
NC
960
Nitorum Capital
New York
$9.4M -$559K -1,000 -6%
AWM
961
Affinity Wealth Management
Delaware
$9.37M +$90K +161 +1%
SCI
962
S&CO Inc
Massachusetts
$9.36M -$96.2K -172 -1%
TCWA
963
Turtle Creek Wealth Advisors
Texas
$9.33M +$1.98M +3,541 +28%
SGI
964
Summit Global Investments
Utah
$9.32M -$2.95M -5,285 -24%
CCMG
965
Clark Capital Management Group
Pennsylvania
$9.29M +$6.64M +11,880 +271%
AP
966
Americana Partners
Texas
$9.28M +$3.76M +6,731 +71%
NME
967
Notis-McConarty Edward
$9.24M -$134K -239 -1%
GWMR
968
GC Wealth Management RIA
Massachusetts
$9.23M -$5.04M -9,019 -36%
CWP
969
CFM Wealth Partners
Texas
$9.22M +$262K +468 +3%
CRCM
970
Crystal Rock Capital Management
Illinois
$9.21M -$1.4M -2,500 -13%
RWM
971
RKL Wealth Management
Pennsylvania
$9.19M +$1.68K +3 +0%
AWP
972
Ascent Wealth Partners
New York
$9.18M +$1.43M +2,551 +19%
PGWM
973
Parisi Gray Wealth Management
New Jersey
$9.15M +$26.8K +48 +0.3%
RPC
974
Rossmore Private Capital
Connecticut
$9.15M +$508K +909 +6%
WA
975
Waverly Advisors
Alabama
$9.14M +$814K +1,457 +10%