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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2126
Legacy Advisors
Pennsylvania
$14.9M +$3.59M +17,463 +31%
MF
2127
Manuka Financial
Virginia
$14.9M +$1.03K +5 +0%
XF
2128
XML Financial
Maryland
$14.9M +$1.49M +7,256 +11%
WA
2129
Wealth Alliance
New York
$14.8M +$150K +729 +1%
OPF
2130
Old Peak Finance
North Carolina
$14.8M -$4.21M -20,466 -22%
WCM
2131
Weaver Capital Management
Georgia
$14.8M – – –
MIC
2132
Maxi Investments CY
Cyprus
$14.8M -$13.3M -64,800 -47%
CPA
2133
Capital Performance Advisors
California
$14.8M -$10.6M -51,728 -41%
PCTC
2134
Perkins Coie Trust Company
Washington
$14.8M +$27.8K +135 +0.2%
DCM
2135
Dudley Capital Management
Virginia
$14.8M -$89.2K -434 -0.6%
BOPW
2136
Brandywine Oak Private Wealth
Pennsylvania
$14.8M -$689K -3,351 -4%
OWA
2137
Outlook Wealth Advisors
Texas
$14.7M -$76.7K -373 -0.5%
GP
2138
Geneva Partners
Wisconsin
$14.7M -$1.34M -6,496 -8%
SH
2139
SLT Holdings
Arizona
$14.6M -$3.51M -17,050 -19%
FA
2140
Faithward Advisors
Pennsylvania
$14.6M -$218K -1,060 -1%
PP
2141
Paladin Partners
Wisconsin
$14.6M +$1.18M +5,721 +8%
SP
2142
Symmetry Partners
Connecticut
$14.6M +$10.3M +49,874 +216%
MCP
2143
Mirador Capital Partners
California
$14.6M +$2.38M +11,578 +19%
HFM
2144
Hartford Financial Management
Connecticut
$14.6M +$218K +1,062 +1%
LI
2145
LRI Investments
Florida
$14.6M +$334K +1,625 +2%
PTB
2146
Pioneer Trust Bank
Oregon
$14.6M +$75.7K +368 +0.5%
WAS
2147
WESPAC Advisors SoCal
California
$14.5M +$2.11M +10,250 +16%
RPGK
2148
Retirement Planning Group (Kansas)
Kansas
$14.5M +$2.15M +10,465 +17%
IAS
2149
IMA Advisory Services
Colorado
$14.5M +$1.12M +5,432 +8%
FHWM
2150
Fox Hill Wealth Management
Massachusetts
$14.5M +$441K +2,147 +3%