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Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
1051
Laurel Wealth Advisors (California)
California
$3.81M -$2.14K -24 -0.1%
WANY
1052
Wealthspire Advisors (New York)
New York
$3.81M +$38.5K +431 +1%
OPS
1053
Orion Portfolio Solutions
Nebraska
$3.79M +$1.25M +14,010 +47%
AT
1054
Arden Trust
Delaware
$3.79M -$305K -3,411 -7%
BO
1055
BRR OpCo
Ohio
$3.78M -$426K -4,772 -10%
RA
1056
RFG Advisory
Alabama
$3.78M +$283K +3,169 +9%
LPT
1057
Legacy Private Trust
Wisconsin
$3.78M +$400K +4,486 +11%
CAM
1058
Cypress Asset Management
Texas
$3.76M -$30.4K -340 -0.8%
CIC
1059
Carnegie Investment Counsel
Ohio
$3.76M +$6.7K +75 +0.2%
SWA
1060
SFMG Wealth Advisors
Texas
$3.75M +$68.6K +768 +2%
ACM
1061
Alpha Capital Management
Texas
$3.75M +$93.6K +1,048 +2%
IA
1062
IFP Advisors
Florida
$3.74M +$611K +6,847 +13%
FFBTD
1063
First Financial Bank - Trust Division
Ohio
$3.74M -$42.3K -474 -1%
SIA
1064
Soltis Investment Advisors
Utah
$3.74M +$217K +2,431 +6%
WCM
1065
Whitener Capital Management
North Carolina
$3.74M +$41.9K +469 +1%
PIMJS
1066
PKO Investment Management Joint-Stock
Poland
$3.74M -$337K -3,775 -8%
LDFR
1067
Lehman & Derafelo Financial Resources
Pennsylvania
$3.71M -$232K -2,599 -6%
CAM
1068
Costello Asset Management
Pennsylvania
$3.7M -$191K -2,140 -5%
CT
1069
Coastline Trust
Rhode Island
$3.7M -$17.9K -200 -0.5%
BCM
1070
Beddow Capital Management
Wyoming
$3.7M
S
1071
SignatureFD
Georgia
$3.7M +$157K +1,758 +4%
MCM
1072
Manchester Capital Management
Vermont
$3.68M +$176K +1,970 +5%
FWM
1073
Finer Wealth Management
Massachusetts
$3.68M -$21.1K -236 -0.5%
SS
1074
Simplicity Solutions
Minnesota
$3.68M +$756K +8,466 +25%
HCM
1075
Hengehold Capital Management
Ohio
$3.68M +$11K +123 +0.3%