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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1601
Canopy Partners
Ohio
$2.53M +$22.3K +41 +0.9%
LA
1602
LM Advisors
California
$2.52M +$842K +1,547 +51%
TCA
1603
Teewinot Capital Advisers
New York
$2.52M +$2.5M +4,591 New
DC
1604
DeDora Capital
California
$2.52M -$9.8K -18 -0.4%
CCM
1605
Chilton Capital Management
Texas
$2.51M -$11.4K -21 -0.5%
GPA
1606
Garrison Point Advisors
California
$2.51M -$73.5K -135 -3%
FAFN
1607
First Affirmative Financial Network
Colorado
$2.51M +$126K +231 +5%
CA
1608
Cullinan Associates
Kentucky
$2.51M -$177K -325 -7%
WA
1609
Wealth Alliance
New York
$2.5M -$47.9K -88 -2%
PL
1610
Perpetual Ltd
Australia
$2.5M +$342K +629 +16%
JSW
1611
Journey Strategic Wealth
New Jersey
$2.5M +$47.4K +87 +2%
CWS
1612
Confluence Wealth Services
Pennsylvania
$2.49M +$70.2K +129 +3%
HCMT
1613
Highland Capital Management (Tennessee)
Tennessee
$2.49M -$1.95M -3,591 -44%
CWM
1614
Cornerstone Wealth Management
Missouri
$2.48M +$53.9K +99 +2%
CFG
1615
Cooper Financial Group
California
$2.48M +$431K +792 +21%
AFP
1616
Ausdal Financial Partners
Iowa
$2.46M +$369K +678 +18%
SA
1617
SRN Advisors
Pennsylvania
$2.45M -$621K -1,141 -20%
RWB
1618
RMR Wealth Builders
New Jersey
$2.45M -$27.8K -51 -1%
SNB
1619
Security National Bank
Nebraska
$2.45M -$51.7K -95 -2%
SFC
1620
SYM Financial Corp
Indiana
$2.44M -$330K -606 -12%
ESB
1621
Essex Savings Bank
Connecticut
$2.44M +$46.8K +86 +2%
CWM
1622
Compass Wealth Management
Connecticut
$2.44M
FFM
1623
Forum Financial Management
Illinois
$2.44M +$77.8K +143 +3%
NAS
1624
Nicolet Advisory Services
Wisconsin
$2.43M +$313K +575 +13%
CWM
1625
Calamos Wealth Management
Illinois
$2.43M +$162K +298 +7%