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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1776
Wallace Advisory Group
California
$1.95M -$65.3K -118 -3%
SFG
1777
Synergy Financial Group
California
$1.94M -$21.6K -39 -1%
CFA
1778
Cahill Financial Advisors
Minnesota
$1.94M -$27.1K -49 -1%
AWM
1779
Aprio Wealth Management
Georgia
$1.94M -$98.4K -178 -5%
SCP
1780
Stamos Capital Partners
California
$1.94M +$491K +887 +35%
SFPG
1781
Stonebridge Financial Planning Group
Florida
$1.93M -$53.6K -97 -3%
HT
1782
Heritage Trust
Oklahoma
$1.93M -$76.9K -139 -4%
HAG
1783
HF Advisory Group
Maryland
$1.93M -$181K -327 -9%
PMA
1784
Prudent Man Advisors
Illinois
$1.93M +$474K +857 +33%
AAS
1785
Ameritas Advisory Services
Nebraska
$1.93M -$2.8M -5,057 -60%
FW
1786
FullCircle Wealth
Texas
$1.92M +$11.1K +20 +0.6%
CCFCSB
1787
Cape Cod Five Cents Savings Bank
Massachusetts
$1.91M
CCFM
1788
Clear Creek Financial Management
Washington
$1.91M -$2.21K -4 -0.1%
TWM
1789
Thrive Wealth Management
Pennsylvania
$1.91M -$21K -38 -1%
VST
1790
Van Strum & Towne
California
$1.9M
USB
1791
Union Savings Bank
Connecticut
$1.89M -$11.1K -20 -0.6%
AGC
1792
Aspen Grove Capital
Colorado
$1.89M +$158K +285 +9%
ANBT
1793
American National Bank & Trust
Texas
$1.88M
HCM
1794
HMS Capital Management
Tennessee
$1.87M -$49.2K -89 -3%
EFG
1795
Ethos Financial Group
Pennsylvania
$1.87M +$85.2K +154 +5%
AL
1796
Aspiriant LLC
California
$1.87M +$121K +219 +7%
WA
1797
WBH Advisory
Maryland
$1.87M +$2.21K +4 +0.1%
CL
1798
CVFG LLC
Indiana
$1.86M -$39.8K -72 -2%
SWP
1799
Semus Wealth Partners
Florida
$1.86M +$43.1K +78 +2%
ACM
1800
AUA Capital Management
Pennsylvania
$1.85M