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Name Holding Trade Value Shares
Change
Change in
Stake
LFP
1076
Leeward Financial Partners
Washington
$1.41M +$78.4K +755 +6%
PPW
1077
Parcion Private Wealth
Washington
$1.41M +$27.8K +268 +2%
IAS
1078
Investment Advisory Services
Texas
$1.41M -$830 -8 -0.1%
FMWA
1079
Forvis Mazars Wealth Advisors
Missouri
$1.41M +$785K +7,564 +114%
PVI
1080
Pine Valley Investments
New Jersey
$1.4M +$399K +3,847 +37%
PTP
1081
Platform Technology Partners
New York
$1.4M -$9.45K -91 -0.6%
STA
1082
Summit Trail Advisors
New York
$1.4M +$698K +6,722 +91%
SSI
1083
Scott & Selber Inc
Texas
$1.4M -$4.36K -42 -0.3%
SF
1084
Summit Financial
New Jersey
$1.39M +$325K +3,136 +29%
Financial Engines Advisors
1085
Financial Engines Advisors
California
$1.39M +$103K +994 +8%
UL
1086
Unionview LLC
Washington
$1.39M +$1.04K +10 +0.1%
LCM
1087
Leisure Capital Management
California
$1.38M +$4.98K +48 +0.3%
MG
1088
Mather Group
Illinois
$1.38M +$53.5K +515 +4%
CBT
1089
Central Bank & Trust
Kentucky
$1.38M -$41.4K -399 -3%
VNA
1090
Valley National Advisers
Pennsylvania
$1.38M -$6.95K -67 -0.5%
APP
1091
Avantax Planning Partners
Iowa
$1.37M -$20.1K -194 -1%
BBNA
1092
Bremer Bank National Association
Minnesota
$1.36M -$3.11K -30 -0.2%
CI
1093
Cigna Investments
Connecticut
$1.35M -$24.3K -234 -2%
AFG
1094
AFS Financial Group
Maryland
$1.35M -$31.8K -306 -2%
RCG
1095
Regatta Capital Group
California
$1.35M +$11.6K +112 +0.8%
TA
1096
Townsend & Associates
Colorado
$1.35M -$112K -1,077 -8%
CC
1097
Chicago Capital
Illinois
$1.34M -$34.4K -331 -2%
GKWIM
1098
Gerber Kawasaki Wealth & Investment Management
California
$1.34M +$69.6K +671 +5%
FMI
1099
F/M Investments
District of Columbia
$1.33M +$1.19M +11,434 +562%
CCM
1100
Condor Capital Management
New Jersey
$1.33M -$1.25K -12 -0.1%