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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1376
OneDigital Investment Advisors
Kansas
$1.79M +$171K +518 +11%
RCM
1377
Riverpark Capital Management
New York
$1.78M -$2.85M -8,659 -63%
CCM
1378
Cox Capital Management
Massachusetts
$1.78M +$75.7K +230 +5%
FUBT
1379
First United Bank & Trust
Maryland
$1.77M
TW
1380
Transform Wealth
Colorado
$1.77M +$72.4K +220 +5%
EWS
1381
Evergreen Wealth Solutions
Pennsylvania
$1.77M +$30K +91 +2%
CHA
1382
Carmichael Hill & Associates
Maryland
$1.76M -$32.9K -100 -2%
FMLI
1383
Fukoku Mutual Life Insurance
Japan
$1.76M -$29.6K -90 -2%
PFT
1384
Providence First Trust
Arizona
$1.76M -$4.61K -14 -0.3%
MCM
1385
Manchester Capital Management
Vermont
$1.76M +$721K +2,189 +76%
BW
1386
Bison Wealth
Georgia
$1.75M +$14.8K +45 +1%
MTC
1387
McDaniel Terry & Co
Texas
$1.75M
GPA
1388
Garrison Point Advisors
California
$1.75M -$3.29K -10 -0.2%
BLAM
1389
Bourne Lent Asset Management
New York
$1.74M
NHC
1390
Nicholas Hoffman & Company
Georgia
$1.74M +$987 +3 +0.1%
BFG
1391
Beacon Financial Group
Texas
$1.73M +$59.9K +182 +4%
SFCL
1392
Strengthening Families & Communities LLC
Massachusetts
$1.73M +$39.8K +121 +2%
BWP
1393
BSW Wealth Partners
Colorado
$1.73M +$156K +474 +11%
DRS
1394
Deane Retirement Strategies
Louisiana
$1.73M +$1.64M +4,975 New
SSWM
1395
Strait & Sound Wealth Management
California
$1.72M +$1.51M +4,590 New
AP
1396
Appleton Partners
Massachusetts
$1.72M -$49.4K -150 -3%
FAIM
1397
Financial Advocates Investment Management
Washington
$1.72M +$152K +463 +10%
CLOS
1398
Compagnie Lombard Odier SCmA
Switzerland
$1.71M +$58.9K +179 +4%
RWP
1399
Revolve Wealth Partners
New Jersey
$1.71M -$3.62K -11 -0.2%
WBC
1400
West Branch Capital
Massachusetts
$1.71M -$8.23K -25 -0.5%