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Name Holding Trade Value Shares
Change
Change in
Stake
VFP
2176
Verus Financial Partners
Virginia
$911K +$50 +1 +0%
IWP
2177
Icon Wealth Partners
Texas
$910K -$263K -5,308 -26%
FP
2178
Factorial Partners
New York
$909K +$763K +15,400 New
ESBC
2179
E.S. Barr & Co
Kentucky
$907K -$2.82K -57 -0.4%
IFAM
2180
Institutional & Family Asset Management
Colorado
$905K -$57K -1,151 -7%
FFC
2181
First Financial Corp
Indiana
$903K -$241K -4,872 -24%
EL
2182
EMFO LLC
Florida
$902K -$59.5K -1,200 -7%
BMM
2183
Buffington Mohr McNeal
Idaho
$900K +$153K +3,087 +25%
PWMG
2184
Prestige Wealth Management Group
New Jersey
$899K +$137K +2,771 +22%
RTC
2185
Riverview Trust Company
Washington
$897K
CFO
2186
CVA Family Office
Colorado
$897K +$301K +6,081 +67%
CSPIA
2187
Cary Street Partners Investment Advisory
Virginia
$896K +$81.2K +1,638 +12%
SIC
2188
Sigma Investment Counselors
Michigan
$895K +$12.7K +256 +2%
IP
2189
Ignite Planners
California
$894K +$821K +16,576 New
LFG
2190
Larson Financial Group
Missouri
$893K +$143K +2,884 +24%
WAG
2191
Winthrop Advisory Group
Massachusetts
$892K +$1.14K +23 +0.2%
CHA
2192
Carmichael Hill & Associates
Maryland
$891K +$545 +11 +0.1%
GIA
2193
GHP Investment Advisors
Colorado
$890K -$12.6K -254 -2%
DS
2194
DRW Securities
Illinois
$889K +$746K +15,053 New
PFA
2195
Peak Financial Advisors
Colorado
$888K +$189K +3,813 +34%
LAM
2196
Lynch Asset Management
Pennsylvania
$885K +$743K +15,000 New
SFI
2197
SPC Financial Inc
Maryland
$884K -$9.81K -198 -1%
CCA
2198
Childress Capital Advisors
Texas
$881K -$119K -2,394 -14%
PIA
2199
Perennial Investment Advisors
California
$880K +$53.7K +1,083 +8%
JCIA
2200
Jackson Creek Investment Advisors
Colorado
$878K -$16.3K -328 -2%