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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1701
Beacon Financial Group
Texas
$1.92M +$63.7K +121 +3%
RIA
1702
Regal Investment Advisors
Michigan
$1.91M +$300K +569 +17%
MWM
1703
Modern Wealth Management
Kansas
$1.91M +$400K +760 +24%
HI
1704
Harrington Investments
California
$1.9M +$53.7K +102 +3%
CFP
1705
Catalyst Financial Partners
Massachusetts
$1.89M -$211K -401 -10%
JMFC
1706
J.M. Forbes & Co
Massachusetts
$1.89M +$59K +112 +3%
CPBTD
1707
Central Pacific Bank - Trust Division
Hawaii
$1.89M -$1.35M -2,555 -40%
FNBSF
1708
First National Bank Sioux Falls
South Dakota
$1.89M +$262K +497 +16%
LFA
1709
Legacy Financial Advisors
Kentucky
$1.89M -$13.7K -26 -0.7%
VFA
1710
Voya Financial Advisors
Connecticut
$1.88M -$162K -308 -7%
Vanguard National Trust
1711
Vanguard National Trust
Pennsylvania
$1.88M +$1.98M +3,769 New
DF
1712
Dunhill Financial
United Kingdom
$1.88M +$23.7K +45 +1%
KWM
1713
Koa Wealth Management
California
$1.88M +$379K +719 +24%
FFN
1714
Focus Financial Network
Minnesota
$1.87M -$102K -194 -5%
CIAS
1715
Capital Investment Advisory Services
North Carolina
$1.87M -$90.1K -171 -4%
AC
1716
AlphaCore Capital
California
$1.87M -$86.4K -164 -4%
SIA
1717
Soltis Investment Advisors
Utah
$1.87M -$2.78M -5,281 -59%
AA
1718
Advisory Alpha
Michigan
$1.87M +$362K +688 +23%
ZBNA
1719
Zions Bancorporation, National Association
Utah
$1.87M -$1.46M -2,779 -43%
FUBT
1720
First United Bank & Trust
Maryland
$1.87M -$176K -334 -8%
RMDI
1721
R.M. Davis Inc
Maine
$1.86M -$55.3K -105 -3%
V
1722
VeraBank
Texas
$1.86M -$67.4K -128 -3%
HWA
1723
HCR Wealth Advisors
California
$1.86M +$10K +19 +0.5%
VCM
1724
Versant Capital Management
Arizona
$1.85M +$487K +924 +33%
LWA
1725
Lantern Wealth Advisors
New York
$1.85M +$29K +55 +2%