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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1526
Clarity Financial
Texas
$4.71M +$4.35M +97,090 +866%
KCM
1527
Kennedy Capital Management
Missouri
$4.68M +$1.24M +27,750 +35%
GA
1528
Geller Advisors
New York
$4.67M -$437K -9,760 -8%
EFM
1529
Eley Financial Management
Vermont
$4.67M -$532K -11,880 -10%
CCG
1530
Capital CS Group
California
$4.66M -$1.41M -31,570 -23%
MWM
1531
MinichMacGregor Wealth Management
New York
$4.65M -$1.73M -38,640 -27%
MWM
1532
Modera Wealth Management
New Jersey
$4.63M +$95K +2,120 +2%
GPA
1533
Garrison Point Advisors
California
$4.63M -$260K -5,800 -5%
MFGM
1534
Marshall Financial Group (Maryland)
Maryland
$4.63M -$205K -4,580 -4%
CPC
1535
Consolidated Planning Corp
Georgia
$4.6M -$177K -3,960 -4%
CWP
1536
Cyndeo Wealth Partners
Florida
$4.6M +$664K +14,830 +16%
WANY
1537
Wealthspire Advisors (New York)
New York
$4.59M +$1.22M +27,170 +35%
FIM
1538
Fernwood Investment Management
Massachusetts
$4.59M -$150K -3,350 -3%
QPW
1539
Quantum Private Wealth
Florida
$4.58M +$74.4K +1,660 +2%
DWM
1540
Destination Wealth Management
California
$4.58M +$23.7K +530 +0.5%
CA
1541
Clearstead Advisors
Ohio
$4.57M -$448K -9,990 -9%
ITIM
1542
Indiana Trust & Investment Management
Indiana
$4.57M +$237K +5,300 +5%
BRG
1543
Bay Rivers Group
Virginia
$4.57M -$265K -5,910 -5%
PAI
1544
Pittenger & Anderson Inc
Nebraska
$4.55M +$275K +6,130 +6%
CCA
1545
Childress Capital Advisors
Texas
$4.55M +$2.08M +46,410 +80%
OAM
1546
Oak Asset Management
California
$4.54M -$121K -2,690 -3%
DCM
1547
Dudley Capital Management
Virginia
$4.54M -$64.1K -1,430 -1%
BC
1548
Barrett & Company
Rhode Island
$4.53M -$48.4K -1,080 -1%
SWA
1549
SOA Wealth Advisors
New York
$4.53M -$1.2M -26,690 -20%
MFA
1550
Mayflower Financial Advisors
Massachusetts
$4.52M -$712K -15,900 -13%