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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1026
Level Four Advisory Services
Texas
$4.25M -$2.13M -5,933 -33%
CA
1027
Cullinan Associates
Kentucky
$4.23M +$737K +2,050 +21%
SFFS
1028
Stonehage Fleming Financial Services
Jersey
$4.22M
1SB
1029
1ST Source Bank
Indiana
$4.21M +$7.91K +22 +0.2%
OIS
1030
Okabena Investment Services
Minnesota
$4.17M +$2.7M +7,503 +179%
VCA
1031
Verdence Capital Advisors
Maryland
$4.17M +$343K +953 +9%
MAM
1032
Meeder Asset Management
Ohio
$4.16M +$1.17M +3,241 +39%
MCM
1033
McDonough Capital Management
Florida
$4.16M +$97.4K +271 +2%
FWM
1034
Frontier Wealth Management
Missouri
$4.16M +$912K +2,536 +27%
FMWA
1035
Forvis Mazars Wealth Advisors
Missouri
$4.16M +$495K +1,377 +13%
WAM
1036
Watershed Asset Management
California
$4.14M
KNW
1037
Kesler Norman & Wride
Utah
$4.13M +$147K +408 +4%
AAMA
1038
Advanced Asset Management Advisors
Ohio
$4.11M
CGL
1039
Clarius Group LLC
Washington
$4.1M
NFC
1040
Northeast Financial Consultants
Connecticut
$4.09M +$1.34M +3,741 +49%
FCI
1041
Financial Counselors Inc
Kansas
$4.07M +$522K +1,453 +15%
Capstone Investment Advisors
1042
Capstone Investment Advisors
New York
$4.06M +$1.46M +4,070 +56%
CPIG
1043
Chicago Partners Investment Group
Illinois
$4.05M +$421K +1,171 +11%
MFS
1044
Monetta Financial Services
Illinois
$4.04M
ATPW
1045
Ashton Thomas Private Wealth
Arizona
$4.01M +$193K +537 +5%
CW
1046
CreativeOne Wealth
Kansas
$4M +$241K +670 +6%
MGM
1047
Miura Global Management
New York
$4M +$4.03M +11,200 New
EB
1048
Eastern Bank
Massachusetts
$4M -$30.9K -86 -0.8%
WGCA
1049
Wolf Group Capital Advisors
Virginia
$3.99M -$7.73M -21,495 -66%
GIM
1050
Goelzer Investment Management
Indiana
$3.98M +$121K +337 +3%