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Name Holding Trade Value Shares
Change
Change in
Stake
ACWM
1901
Adams Chetwood Wealth Management
North Carolina
$1.15M +$6.33K +122 +0.6%
CSPIA
1902
Cary Street Partners Investment Advisory
Virginia
$1.15M +$360K +6,936 +46%
CG
1903
Caprock Group
Idaho
$1.14M +$52.7K +1,016 +5%
CCWA
1904
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.14M +$405K +7,809 +55%
6F
1905
626 Financial
Michigan
$1.14M +$61.1K +1,177 +6%
ACM
1906
Allred Capital Management
Texas
$1.14M +$80.3K +1,547 +8%
MGWM
1907
Marks Group Wealth Management
Minnesota
$1.14M -$558K -10,763 -33%
SRAM
1908
Spouting Rock Asset Management
Pennsylvania
$1.13M -$280K -5,400 -20%
RWP
1909
Revolve Wealth Partners
New Jersey
$1.13M +$7.99K +154 +0.7%
FPAS
1910
Focus Partners Advisor Solutions
Missouri
$1.13M +$1.13M +21,741 New
BFO
1911
Biltmore Family Office
North Carolina
$1.12M -$38.9K -750 -3%
BBL
1912
Beck Bode LLC
Massachusetts
$1.12M +$460K +8,869 +69%
P
1913
&Partners
Tennessee
$1.12M +$792K +15,270 +240%
GLA
1914
Great Lakes Advisors
Illinois
$1.12M -$125K -2,404 -10%
PPW
1915
Pinnacle Private Wealth
Massachusetts
$1.11M -$131K -2,516 -10%
IWA
1916
IVC Wealth Advisors
Pennsylvania
$1.11M +$35K +675 +3%
AIM
1917
Aspen Investment Management
Michigan
$1.11M -$14K -270 -1%
AFP
1918
Ausdal Financial Partners
Iowa
$1.11M -$221K -4,253 -17%
CNBTD
1919
Citizens National Bank Trust Department
Mississippi
$1.11M -$15.6K -300 -1%
PWM
1920
Palumbo Wealth Management
New York
$1.1M +$16.9K +326 +2%
GCA
1921
Gradient Capital Advisors
California
$1.1M +$3.22K +62 +0.3%
SAM
1922
Sawgrass Asset Management
Florida
$1.1M +$1.11M +21,320 New
ED
1923
Exane Derivatives
France
$1.1M -$42.5K -819 -4%
WIA
1924
Westbourne Investment Advisors
Maryland
$1.1M +$2.59K +50 +0.2%
PRC
1925
Pearl River Capital
Michigan
$1.1M -$768K -14,801 -41%