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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1101
RBA Wealth Management
California
$4.2M +$81.2K +753 +2%
Catalyst Capital Advisors
1102
Catalyst Capital Advisors
New York
$4.19M -$167K -1,550 -4%
JPMIA
1103
J.P. Marvel Investment Advisors
Massachusetts
$4.17M – – –
RFG Advisory
1104
RFG Advisory
Alabama
$4.17M +$578K +5,360 +15%
WCM
1105
Whitener Capital Management
North Carolina
$4.17M -$54K -501 -1%
FHA
1106
Flagship Harbor Advisors
Massachusetts
$4.16M +$41.8K +388 +1%
LA
1107
Lifeworks Advisors
Michigan
$4.15M +$237K +2,200 +6%
MPM
1108
Meritage Portfolio Management
Kansas
$4.14M -$66.4K -616 -2%
BCFS
1109
Butensky & Cohen Financial Security
Florida
$4.13M +$189K +1,758 +5%
HCM
1110
Hengehold Capital Management
Ohio
$4.13M -$53.9K -500 -1%
LC
1111
Legacy CG
Texas
$4.12M +$185K +1,714 +4%
CT
1112
Coastline Trust
Rhode Island
$4.11M -$799K -7,413 -16%
CPA
1113
Capital Planning Advisors
California
$4.11M -$4.53K -42 -0.1%
TYCC
1114
Texas Yale Capital Corp
Florida
$4.11M -$21.6K -200 -0.5%
WI
1115
Wahed Invest
New York
$4.1M +$338K +3,132 +9%
PIA
1116
Petredis Investment Advisors
Pennsylvania
$4.1M +$16K +148 +0.4%
TW
1117
Transform Wealth
Colorado
$4.09M -$3.08M -28,565 -42%
FHB
1118
First Hawaiian Bank
Hawaii
$4.08M +$87.1K +808 +2%
FBT
1119
First Bankers Trust
Kentucky
$4.07M +$250K +2,319 +6%
RWA
1120
Ropes Wealth Advisors
Massachusetts
$4.06M -$646K -5,992 -13%
WCA
1121
Westover Capital Advisors
Delaware
$4.05M -$111K -1,034 -3%
WPC
1122
White Pine Capital
Minnesota
$4.05M -$35.7K -331 -0.8%
BHPW
1123
Beverly Hills Private Wealth
California
$4.04M -$3.55M -32,938 -46%
SFP
1124
Shepherd Financial Partners
Massachusetts
$4.02M +$132K +1,224 +3%
CCA
1125
Cobblestone Capital Advisors
New York
$4M +$13.6K +126 +0.3%