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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1226
EverSource Wealth Advisors
Alabama
$3.56M +$2.36M +23,070 +256%
MYIA
1227
Mount Yale Investment Advisors
Colorado
$3.56M -$6.96M -68,071 -68%
RBC
1228
Romano Brothers & Co
Illinois
$3.56M -$30.3K -296 -0.9%
HFM
1229
Hartford Financial Management
Connecticut
$3.55M -$273K -2,674 -8%
CT
1230
Clearstead Trust
Maine
$3.54M +$40.8K +399 +1%
CA
1231
Continuum Advisory
Idaho
$3.53M -$121K -1,185 -4%
CWS
1232
Confluence Wealth Services
Pennsylvania
$3.52M +$18.4K +180 +0.6%
KFBMI
1233
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.52M
PWMG
1234
Prestige Wealth Management Group
New Jersey
$3.52M -$633K -6,197 -16%
IA
1235
IFP Advisors
Florida
$3.52M -$389K -3,805 -6%
FPGT
1236
Financial Partners Group (Tennessee)
Tennessee
$3.51M +$3.23M +31,647 New
VIA
1237
Vickerman Investment Advisors
Washington
$3.51M +$367K +3,590 +13%
EL
1238
Essex LLC
Illinois
$3.5M -$34K -333 -1%
ST
1239
Smithfield Trust
Pennsylvania
$3.48M +$77.5K +758 +2%
1WA
1240
180 Wealth Advisors
Washington
$3.47M -$161K -1,578 -5%
LFG
1241
Larson Financial Group
Missouri
$3.47M +$1.69M +16,489 +111%
CI
1242
Cigna Investments
Connecticut
$3.47M +$11.7K +114 +0.4%
HA
1243
Herold Advisors
New York
$3.47M +$255K +2,495 +9%
ECM
1244
EagleClaw Capital Management
Massachusetts
$3.46M
FCCM
1245
First City Capital Management
Georgia
$3.46M -$145K -1,416 -4%
BFC
1246
Blue Fin Capital
Rhode Island
$3.46M +$7.46K +73 +0.2%
DGAM
1247
Desjardins Global Asset Management
Quebec, Canada
$3.46M -$1.73M -16,936 -35%
BWM
1248
BerganKDV Wealth Management
Minnesota
$3.45M -$54.5K -533 -2%
CFCI
1249
Comprehensive Financial Consultants Institutional
Indiana
$3.45M -$24K -235 -0.8%
LWM
1250
Lodestone Wealth Management
Washington
$3.44M +$3.17M +30,990 New