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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1876
Accredited Investors
Minnesota
$683K +$3.05K +86 +0.5%
SIM
1877
SSI Investment Management
California
$681K -$284 -8 -0%
GLLW
1878
Graves Light Lenhart Wealth
Virginia
$678K +$50.6K +1,426 +8%
IFAM
1879
Institutional & Family Asset Management
Colorado
$677K -$111K -3,123 -14%
AO
1880
Advisor OS
Illinois
$677K +$118K +3,311 +22%
ARG
1881
Advisory Resource Group
Oklahoma
$676K -$1.39M -39,222 -68%
THWM
1882
Taylor Hoffman Wealth Management
Virginia
$671K
ICA
1883
Infrastructure Capital Advisors
New York
$670K +$354K +9,980 +117%
DWM
1884
Dakota Wealth Management
Florida
$669K -$1.76M -49,651 -73%
B
1885
Bellecapital
Switzerland
$668K -$48.1K -1,355 -7%
CFO
1886
Collective Family Office
Pennsylvania
$668K +$114K +3,207 +21%
CAM
1887
Covenant Asset Management
New Jersey
$667K -$47.6K -1,341 -7%
PG
1888
Proffitt & Goodson
Tennessee
$666K +$1.39K +39 +0.2%
SAS
1889
Sanford Advisory Services
Michigan
$663K -$82.8K -2,333 -11%
CRIG
1890
Charter Research & Investment Group
Connecticut
$663K
WDG
1891
Wealth Dimensions Group
Ohio
$663K +$22.4K +630 +4%
CGA
1892
Crescent Grove Advisors
Illinois
$663K +$85.1K +2,396 +15%
EI
1893
Ethic Inc
New York
$662K -$62.6K -1,763 -9%
GI
1894
Gradient Investments
Minnesota
$656K +$32.2K +906 +5%
TSS
1895
Two Sigma Securities
New York
$656K +$643K +18,119 New
IA
1896
Insight Advisors
Pennsylvania
$652K -$6.07K -171 -1%
BWA
1897
Bordeaux Wealth Advisors
California
$652K
BCAM
1898
Boston Common Asset Management
Massachusetts
$652K +$7.46K +210 +1%
CPC
1899
Congress Park Capital
New York
$652K +$61.2K +1,725 +11%
MSFS
1900
Main Street Financial Solutions
Pennsylvania
$650K -$52.5K -1,478 -8%