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Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
926
Ashton Thomas Private Wealth
Arizona
$5.05M +$1.64M +31,604 +48%
SFO
927
Stokes Family Office
Louisiana
$5.04M -$68.1K -1,312 -1%
WLPWM
928
Walled Lake Planning & Wealth Management
Illinois
$5.03M +$113K +2,176 +2%
RP
929
Rice Partnership
Hawaii
$5.03M +$2.5M +48,188 +98%
LSAG
930
Lake Street Advisors Group
New Hampshire
$5.02M +$516K +9,947 +11%
PFSC
931
Peoples Financial Services Corp
Pennsylvania
$5.01M -$252K -4,865 -5%
PCM
932
Palouse Capital Management
Washington
$5M -$59.8K -1,153 -1%
LWAC
933
Laurel Wealth Advisors (California)
California
$4.99M -$1.8M -34,644 -26%
SFG
934
SevenBridge Financial Group
Pennsylvania
$4.98M -$257K -4,960 -5%
JAM
935
JCIC Asset Management
Ontario, Canada
$4.98M -$75.6K -1,457 -1%
EWA
936
EP Wealth Advisors
California
$4.97M -$204K -3,940 -4%
BCM
937
BTC Capital Management
Iowa
$4.93M -$270K -5,198 -5%
AWM
938
Altium Wealth Management
New York
$4.92M +$614K +11,843 +14%
UFG
939
United Fire Group
Iowa
$4.92M
TNB
940
Thomasville National Bank
Georgia
$4.89M -$538K -10,363 -10%
PFS
941
Prospera Financial Services
Texas
$4.88M -$2.3M -44,313 -32%
SCA
942
Stokes Capital Advisors
South Carolina
$4.86M -$148K -2,851 -3%
EH
943
Equitable Holdings
New York
$4.85M -$194K -3,742 -4%
AG
944
Ascent Group
Virginia
$4.84M -$11.5K -221 -0.2%
PIM
945
Penobscot Investment Management
Massachusetts
$4.84M +$5.81K +112 +0.1%
NC
946
NewSquare Capital
Pennsylvania
$4.82M +$531K +10,238 +12%
JWBC
947
J.W. Burns & Co
New York
$4.82M -$316K -6,084 -6%
AC
948
Abbrea Capital
California
$4.8M +$67.5K +1,300 +1%
ZB
949
Zions Bancorporation
Utah
$4.8M +$1.59M +30,623 +49%
BC
950
Barnett & Company
Tennessee
$4.8M +$17K +327 +0.4%