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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
151
Advisory Services Network
Georgia
$2.9M +$391K +7,497 +16%
CM
152
Castleark Management
Illinois
$2.83M -$392K -7,510 -12%
WJWM
153
Williams Jones Wealth Management
New York
$2.83M -$62.6K -1,200 -2%
GA
154
GraniteShares Advisors
New York
$2.69M -$713K -13,666 -21%
PMG
155
Private Management Group
California
$2.67M
IAA
156
Independent Advisor Alliance
North Carolina
$2.62M +$28.6K +548 +1%
Creative Planning
157
Creative Planning
Kansas
$2.51M -$613K -11,749 -20%
CWP
158
CFM Wealth Partners
Texas
$2.49M
PI
159
PFG Investments
New York
$2.47M +$341K +6,530 +16%
SPIA
160
Steward Partners Investment Advisory
New York
$2.47M +$83.9K +1,608 +4%
GSWM
161
Greenup Street Wealth Management
Michigan
$2.46M +$614K +11,765 +34%
HFS
162
Howard Financial Services
Texas
$2.39M +$568K +10,890 +32%
PFA
163
Pathway Financial Advisers
Indiana
$2.37M +$94.6K +1,815 +4%
KeyBank National Association
164
KeyBank National Association
Ohio
$2.35M +$58.8K +1,127 +3%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$2.34M -$26.5K -509 -1%
SA
166
Sanctuary Advisors
Indiana
$2.33M +$766K +14,687 +51%
CG
167
Caprock Group
Idaho
$2.31M -$511K -9,790 -18%
MFG
168
Merit Financial Group
Georgia
$2.31M +$1.26M +24,107 +126%
KPWS
169
Kestra Private Wealth Services
Texas
$2.28M +$301K +5,769 +16%
DA
170
Doliver Advisors
Texas
$2.27M +$46.9K +900 +2%
ZIG
171
Zurich Insurance Group
Switzerland
$2.26M
WHG
172
Westwood Holdings Group
Texas
$2.25M -$115M -2,196,747 -98%
EWA
173
Exit Wealth Advisors
Georgia
$2.21M +$2.16M +41,346 New
BG
174
Bahl & Gaynor
Ohio
$2.2M -$65.2K -1,250 -3%
DIM
175
Delta Investment Management
California
$2.14M +$141K +2,704 +7%