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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
2201
Founders Financial Alliance
North Carolina
$6.64M +$57.1K +246 +0.9%
EF
2202
Exeter Financial
Arizona
$6.62M -$5.34K -23 -0.1%
TLP
2203
Trinity Legacy Partners
Texas
$6.62M +$389K +1,676 +7%
WI
2204
WrapManager Inc
California
$6.61M +$532K +2,294 +9%
IC
2205
Inscription Capital
Texas
$6.59M +$107K +460 +2%
AAM
2206
Ascension Asset Management
New York
$6.59M +$6.04M +26,034 +1,367%
VLC
2207
Van Leeuwen & Company
New Jersey
$6.58M +$1.11M +4,788 +21%
FLI
2208
Family Legacy Inc
South Carolina
$6.57M -$855K -3,686 -12%
NFG
2209
Nadler Financial Group
Illinois
$6.57M +$56.6K +244 +0.9%
SIAG
2210
Signet Investment Advisory Group
Rhode Island
$6.56M -$139K -601 -2%
CAM
2211
Costello Asset Management
Pennsylvania
$6.54M +$102K +438 +2%
SFA
2212
Stewardship Financial Advisors
Georgia
$6.51M -$356K -1,533 -5%
GAM
2213
Geier Asset Management
Maryland
$6.5M +$46.4K +200 +0.8%
BCM
2214
Bluefin Capital Management
New York
$6.5M -$1.61M -6,919 -20%
ISWM
2215
Independent Solutions Wealth Management
New York
$6.45M -$51.3K -221 -0.8%
AI
2216
Aperture Investors
New York
$6.45M +$1.64M +7,070 +35%
AIM
2217
Aspen Investment Management
Michigan
$6.44M -$229K -987 -3%
RA
2218
RFG Advisory
Alabama
$6.43M -$51.5K -222 -0.8%
HIS
2219
Horizon Investment Services
Indiana
$6.43M -$26.9K -116 -0.4%
PMFA
2220
Plante Moran Financial Advisors
Michigan
$6.42M -$552K -2,381 -8%
BHA
2221
Beech Hill Advisors
New York
$6.41M -$26.4K -114 -0.4%
PA
2222
Procyon Advisors
Connecticut
$6.4M +$412K +1,775 +7%
Barrow, Hanley, Mewhinney & Strauss
2223
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.4M -$1.13M -4,868 -15%
RPWA
2224
Regent Peak Wealth Advisors
Georgia
$6.4M +$240K +1,034 +4%
HIM
2225
Herald Investment Management
United Kingdom
$6.4M