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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
651
Institutional & Family Asset Management
Colorado
$6.27K – – –
MFT
652
Moisand Fitzgerald Tamayo
Florida
$6.12K – – –
TSW
653
Thompson Siegel & Walmsley
Virginia
$6K – – –
GIA
654
GHP Investment Advisors
Colorado
$5.92K – – –
MIA
655
Milestone Investment Advisors
Wisconsin
$5.69K +$5.93K +117 New
CTWM
656
Cherry Tree Wealth Management
Minnesota
$5.54K +$5.78K +114 New
JMF
657
Johnson Midwest Financial
Iowa
$5.54K – – –
EARNEST Partners
658
EARNEST Partners
Georgia
$5.39K – – –
FFL
659
Financial Freedom LLC
Ohio
$4.88K +$5.07K +100 New
FWM
660
Focused Wealth Management
New York
$4.86K – – –
BIA
661
Bell Investment Advisors
California
$4.76K -$1.27K -25 -20%
RTL
662
Red Tortoise LLC
Georgia
$4.52K – – –
SSB
663
Sandy Spring Bank
Maryland
$4.52K – – –
VNA
664
Valley National Advisers
Pennsylvania
$4K – – –
CWP
665
Concord Wealth Partners
Virginia
$3.84K – – –
AWM
666
Abound Wealth Management
Tennessee
$3.74K +$557 +11 +17%
AAP
667
Arax Advisory Partners
Colorado
$3.66K +$3.8K +75 New
EWM
668
Evermay Wealth Management
Virginia
$3.4K +$2.03K +40 +133%
WPWM
669
Western Pacific Wealth Management
Illinois
$3.35K – – –
CFGS
670
Concourse Financial Group Securities
Alabama
$3.35K -$557 -11 -14%
CCM
671
Copeland Capital Management
Pennsylvania
$3.26K +$3.4K +67 New
TCA
672
Trifecta Capital Advisors
Illinois
$3.21K – – –
SIA
673
SkyView Investment Advisors
New Jersey
$3K +$507 +10 +16%
HIA
674
Harbor Investment Advisory
Maryland
$2.87K -$2.28K -45 -43%
IPW
675
Impact Partnership Wealth
Georgia
$2.48K -$4.36K -86 -63%