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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1501
First Foundation Advisors
California
$2.14M -$72.4K -672 -3%
IWA
1502
IVC Wealth Advisors
Pennsylvania
$2.14M +$2.69K +25 +0.1%
SMA
1503
Sage Mountain Advisors
Georgia
$2.13M +$264K +2,453 +13%
JPWM
1504
Jamison Private Wealth Management
Georgia
$2.13M +$2.23M +20,695 New
IWS
1505
Insight Wealth Strategies
California
$2.13M +$181K +1,676 +9%
HVIA
1506
Hudson Valley Investment Advisors
New York
$2.13M -$203K -1,881 -8%
GAG
1507
GM Advisory Group
New York
$2.12M -$23.6K -219 -1%
GDP
1508
Great Diamond Partners
Maine
$2.12M -$63.4K -588 -3%
ACM
1509
AlphaStar Capital Management
North Carolina
$2.11M -$5.93K -55 -0.3%
PL
1510
Plancorp LLC
Missouri
$2.11M +$29.4K +273 +1%
BA
1511
Bristlecone Advisors
Washington
$2.11M +$138K +1,284 +7%
SFP
1512
Sweet Financial Partners
Minnesota
$2.11M +$139K +1,292 +7%
IAS
1513
Insigneo Advisory Services
Florida
$2.1M +$138K +1,281 +7%
LC
1514
LCNB Corp
Ohio
$2.1M -$16.9K -157 -0.8%
WPA
1515
West Paces Advisors
Georgia
$2.1M -$142K -1,318 -6%
CF
1516
Copperwynd Financial
Arizona
$2.1M -$29.5K -274 -1%
CCG
1517
Ceeto Capital Group
Florida
$2.1M +$43.1K +400 +2%
RWB
1518
RMR Wealth Builders
New Jersey
$2.1M +$436K +4,047 +25%
CTFG
1519
Capstone Triton Financial Group
Oklahoma
$2.09M +$45.3K +420 +2%
NFA
1520
Northern Financial Advisors
Michigan
$2.09M +$431 +4 +0%
TCM
1521
Teza Capital Management
Illinois
$2.09M +$2.19M +20,297 New
TWM
1522
Thrive Wealth Management
Pennsylvania
$2.09M -$59.6K -553 -3%
GWI
1523
Grace & White Inc
New York
$2.09M
FCT
1524
Family Capital Trust
Massachusetts
$2.08M
IA
1525
Insight Advisors
Pennsylvania
$2.08M -$1.19K -11 -0.1%