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Name Holding Trade Value Shares
Change
Change in
Stake
BCG
2551
Breakwater Capital Group
New Jersey
$4.09M +$120K +1,020 +3%
HPIA
2552
Hamilton Point Investment Advisors
North Carolina
$4.09M -$224K -1,900 -5%
SCM
2553
Saxony Capital Management
Missouri
$4.08M -$256K -2,167 -6%
MFG
2554
Magnus Financial Group
New York
$4.08M +$388K +3,284 +11%
TWM
2555
Thrive Wealth Management
Pennsylvania
$4.08M -$149K -1,260 -4%
MAG
2556
MRA Advisory Group
New Jersey
$4.07M +$153K +1,299 +4%
Fiera Capital (Canada)
2557
Fiera Capital (Canada)
Quebec, Canada
$4.07M -$2.86M -24,198 -42%
DSCM
2558
Del-Sette Capital Management
New York
$4.06M -$327K -2,770 -8%
MLA
2559
My Legacy Advisors
Oregon
$4.05M -$372K -3,153 -9%
VBCG
2560
Valley Brook Capital Group
Pennsylvania
$4.05M +$98K +830 +3%
MWM
2561
Mattern Wealth Management
Kansas
$4.04M +$242K +2,045 +7%
LEA
2562
Legacy Edge Advisors
New York
$4.03M +$120K +1,018 +3%
IAM
2563
Impact Asset Management
$4.03M +$3.92M +33,196 New
ILI
2564
Invesco LLC (Illinois)
Illinois
$4.03M -$152K -1,285 -4%
SICM
2565
Sustainable Insight Capital Management
New York
$4.03M -$484K -4,100 -11%
USWIA
2566
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.03M +$635K +5,379 +19%
KWM
2567
Kolinsky Wealth Management
New Jersey
$4.02M +$103K +875 +3%
WFA
2568
WMG Financial Advisors
Tennessee
$4.02M +$1.71M +14,496 +78%
AFPL
2569
Advus Financial Partners, LLC
Florida
$4.01M +$65.7K +556 +2%
IWS
2570
Integrity Wealth Solutions
Colorado
$4.01M +$1.37M +11,583 +54%
AIS
2571
AM Investment Strategies
Tennessee
$4.01M +$766K +6,483 +25%
IWS
2572
Insight Wealth Strategies
California
$4M -$44.9K -380 -1%
RCM
2573
Raleigh Capital Management
North Carolina
$4M +$232K +1,967 +6%
HAS
2574
HBW Advisory Services
California
$4M +$661K +5,597 +20%
SFG
2575
Sunburst Financial Group
Alabama
$3.98M +$18.3K +155 +0.5%