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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1426
TriaGen Wealth Management
California
$1.85M -$5.45M -262,330 -75%
FCB
1427
First Command Bank
Texas
$1.85M +$4.98K +240 +0.3%
FCFS
1428
First Command Financial Services
Texas
$1.85M +$4.98K +240 +0.3%
NB
1429
Nicolet Bankshares
Wisconsin
$1.84M +$250K +12,060 +16%
BFS
1430
Bickling Financial Services
Massachusetts
$1.84M +$623 +30 +0%
WB
1431
WesBanco Bank
West Virginia
$1.83M -$1.93M -93,010 -51%
CHP
1432
Cable Hill Partners
Oregon
$1.83M +$213K +10,260 +13%
LFF
1433
Level Four Financial
Texas
$1.83M +$193K +9,280 +12%
TWM
1434
Tradition Wealth Management
Minnesota
$1.83M +$57.1K +2,750 +3%
WA
1435
Waverly Advisors
Alabama
$1.82M -$3.7M -178,150 -75%
II
1436
Inspire Investing
Idaho
$1.8M -$34.1M -1,640,640 -95%
CAC
1437
Certified Advisory Corp
Florida
$1.8M +$303K +14,590 +20%
RWA
1438
River Wealth Advisors
Pennsylvania
$1.79M -$15.4K -740 -0.8%
AO
1439
Advisor OS
Illinois
$1.78M +$29.9K +1,440 +2%
CFA
1440
Carroll Financial Associates
North Carolina
$1.78M -$520K -25,060 -23%
IWA
1441
Intercontinental Wealth Advisors
Texas
$1.78M -$153K -7,350 -8%
RM
1442
Resource Management
Louisiana
$1.77M +$165K +7,960 +10%
RCAG
1443
Rehmann Capital Advisory Group
Michigan
$1.77M -$52.3K -2,520 -3%
SC
1444
Soundwatch Capital
Connecticut
$1.76M +$1.77M +85,150 New
CWM
1445
Cornerstone Wealth Management
Missouri
$1.76M +$325K +15,660 +23%
VFA
1446
Voya Financial Advisors
Connecticut
$1.76M +$194K +9,320 +12%
STC
1447
Sarah T. Connolly
$1.75M -$22.8K -1,100 -1%
CAN
1448
Claraphi Advisory Network
United States
$1.74M +$752K +36,220 +76%
MMPW
1449
Mitchell McLeod Pugh & Williams
Alabama
$1.74M +$50.7K +2,440 +3%
ALAM
1450
Asahi Life Asset Management
Japan
$1.73M +$299K +14,400 +21%