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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1076
Modera Wealth Management
New Jersey
$3.87M +$2.74M +7,920 +279%
CWP
1077
CFM Wealth Partners
Texas
$3.86M +$14.9K +43 +0.4%
VCA
1078
Verdence Capital Advisors
Maryland
$3.85M +$93K +269 +3%
ATPW
1079
Ashton Thomas Private Wealth
Arizona
$3.84M +$788K +2,278 +27%
CA
1080
Cornerstone Advisory
Maryland
$3.83M +$371K +1,073 +11%
LWM
1081
Lyell Wealth Management
California
$3.82M -$1.43M -4,149 -28%
BOC
1082
Barbara Oil Co
Illinois
$3.81M
AA
1083
Altrafin AG
$3.8M +$3.66M +10,588 New
MC
1084
Mathes Company
New York
$3.79M
IFWM
1085
Institute for Wealth Management
Colorado
$3.79M +$64.3K +186 +2%
CW
1086
CreativeOne Wealth
Kansas
$3.79M +$268K +774 +8%
BG
1087
Bahl & Gaynor
Ohio
$3.78M -$561K -1,622 -13%
LBC
1088
Lawrence B. Cohen
$3.77M -$157K -455 -4%
IIA
1089
ICW Investment Advisors
Arizona
$3.77M -$6.92K -20 -0.2%
M2MC
1090
Matthew 25 Management Corp
Pennsylvania
$3.77M -$519K -1,500 -13%
CWM
1091
CMH Wealth Management
New Hampshire
$3.77M +$305K +883 +9%
OMC
1092
Overbrook Management Corp
New York
$3.77M -$379K -1,096 -9%
Vanguard Capital Wealth Advisors
1093
Vanguard Capital Wealth Advisors
Colorado
$3.75M +$4.15K +12 +0.1%
VAS
1094
Vestmark Advisory Solutions
Massachusetts
$3.75M +$12.4K +36 +0.3%
MFM
1095
MD Financial Management
Ontario, Canada
$3.75M +$77.8K +225 +2%
SBH
1096
Segall Bryant & Hamill
Illinois
$3.75M -$29.4K -85 -0.8%
GIA
1097
Gladstone Institutional Advisory
Florida
$3.73M +$979K +2,831 +37%
HAI
1098
Hennessy Advisors Inc
California
$3.73M +$585K +1,692 +19%
NC
1099
NBW Capital
Massachusetts
$3.73M +$336K +973 +10%
MIAN
1100
Mariner Independent Advisor Network
Kansas
$3.73M +$3.51M +10,136 New