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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1651
SkyOak Wealth
Michigan
$1.12M -$250K -6,426 -17%
CAG
1652
Crestwood Advisors Group
Massachusetts
$1.12M +$40.4K +1,037 +4%
BHIA
1653
Birch Hill Investment Advisors
Massachusetts
$1.11M +$34.9K +897 +3%
CWP
1654
CFM Wealth Partners
Texas
$1.11M +$11.2K +289 +1%
HIA
1655
Harbor Investment Advisory
Maryland
$1.11M +$113K +2,908 +11%
IIM
1656
Ironwood Investment Management
Massachusetts
$1.1M +$193K +4,970 +20%
FFP
1657
FourThought Financial Partners
Florida
$1.1M -$68.1K -1,749 -6%
LFM
1658
Lumina Fund Management
New York
$1.1M
NP
1659
NorthRock Partners
Minnesota
$1.1M +$84.8K +2,178 +8%
H
1660
HoyleCohen
California
$1.1M +$4.28K +110 +0.4%
ONST
1661
Old North State Trust
North Carolina
$1.1M
NFG
1662
Nadler Financial Group
Illinois
$1.1M -$3.97K -102 -0.3%
KMWM
1663
Keudell/Morrison Wealth Management
Oregon
$1.09M -$140K -3,607 -11%
GLA
1664
Good Life Advisors
Pennsylvania
$1.09M +$68.3K +1,756 +6%
BFC
1665
Bedel Financial Consulting
Indiana
$1.09M +$61.1K +1,571 +6%
EWS
1666
Evergreen Wealth Solutions
Pennsylvania
$1.09M +$34.1K +875 +3%
SAG
1667
SageView Advisory Group
California
$1.09M +$91.3K +2,345 +9%
FIA
1668
FNY Investment Advisers
New York
$1.08M +$1.15M +29,500 New
MFP
1669
Meridian Financial Partners
Virginia
$1.08M +$1.14M +29,374 New
Koshinski Asset Management
1670
Koshinski Asset Management
Illinois
$1.08M -$527K -13,552 -32%
TA
1671
Tiedemann Advisors
New York
$1.08M +$634K +16,280 +124%
Los Angeles Capital Management
1672
Los Angeles Capital Management
California
$1.08M -$16.4M -420,804 -93%
CCM
1673
Crabel Capital Management
California
$1.07M +$1.14M +29,280 New
MFG
1674
Magnus Financial Group
New York
$1.07M +$2.84K +73 +0.3%
MIM
1675
Montgomery Investment Management
Maryland
$1.07M -$38.9K -1,000 -3%