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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
801
Investmark Advisory Group
Connecticut
$3.22M +$139K +1,186 +4%
SVWAG
802
Sound View Wealth Advisors Group
Georgia
$3.21M +$902K +7,712 +53%
MIFH
803
Migdal Insurance & Financial Holdings
Israel
$3.21M -$2.35M -20,077 -41%
NCM
804
Narwhal Capital Management
Georgia
$3.2M +$153K +1,308 +5%
RSWM
805
Robertson Stephens Wealth Management
California
$3.17M +$22.3K +191 +0.7%
VAS
806
Vestmark Advisory Solutions
Massachusetts
$3.16M -$10.8K -92 -0.3%
GVAG
807
Great Valley Advisor Group
Delaware
$3.15M +$114K +975 +4%
KFP
808
Keystone Financial Planning
Ohio
$3.13M
AMG
809
Advisors Management Group
Wisconsin
$3.09M +$36.2K +309 +1%
BAM
810
Belpointe Asset Management
Nevada
$3.08M -$311K -2,655 -9%
PHK
811
Point72 Hong Kong
Hong Kong
$3.08M -$11.7M -99,980 -78%
TCM
812
Tandem Capital Management
New Jersey
$3.07M +$76.8K +656 +2%
SNBOSD
813
Security National Bank of So Dak
Iowa
$3.05M +$57.9K +495 +2%
GIA
814
Gladstone Institutional Advisory
Florida
$3.05M -$650K -5,557 -17%
VIG
815
Vienna Insurance Group
Poland
$3.05M
NL
816
NWAM LLC
Washington
$3.04M +$5.73K +49 +0.2%
IAS
817
IMA Advisory Services
Colorado
$3.03M +$3.12M +26,675 +3,157%
ECM
818
Everence Capital Management
Indiana
$3.01M -$665K -5,680 -17%
WG
819
Watchman Group
Texas
$3M +$68.2K +583 +2%
CC
820
Centiva Capital
New York
$3M +$3.11M +26,620 +3,814%
RWM
821
RBA Wealth Management
California
$3M +$59.4K +508 +2%
FBC
822
Fairfield, Bush & Co
Connecticut
$2.99M -$416K -3,554 -12%
RCM
823
Radnor Capital Management
Pennsylvania
$2.98M
CB
824
Community Bank
New York
$2.94M +$247K +2,111 +9%
AF
825
Allworth Financial
California
$2.93M -$280K -2,391 -8%