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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
576
Ascent Wealth Partners
New York
$2.89M -$26.2K -193 -1%
AWA
577
Alta Wealth Advisors
Massachusetts
$2.86M -$12.1K -89 -0.5%
VFA
578
Valeo Financial Advisors
Indiana
$2.86M +$22.6K +167 +0.9%
FP
579
Financial Perspectives
Minnesota
$2.8M -$8.54K -63 -0.3%
GAG
580
Goodman Advisory Group
Massachusetts
$2.79M +$2.53M +18,679 +16,981%
IPAM
581
ICICI Prudential Asset Management
India
$2.79M +$471K +3,476 +23%
CPL
582
CAP Partners LLC
Tennessee
$2.77M +$2.03K +15 +0.1%
NFG
583
Norris Financial Group
South Carolina
$2.77M -$1.35M -9,979 -35%
CFO
584
Callan Family Office
Pennsylvania
$2.75M +$1.28M +9,409 +103%
NP
585
Nilsine Partners
Colorado
$2.75M +$765K +5,646 +44%
DWA
586
Douglass Winthrop Advisors
New York
$2.73M -$65.8K -485 -3%
MFG
587
Merit Financial Group
Georgia
$2.71M +$144K +1,062 +6%
CG
588
Caprock Group
Idaho
$2.71M +$2.6M +19,165 New
SCM
589
Sandler Capital Management
New York
$2.7M -$1.95M -14,352 -44%
PS
590
Principal Securities
Iowa
$2.68M +$504K +3,721 +26%
Kovitz Investment Group Partners
591
Kovitz Investment Group Partners
Illinois
$2.65M +$371K +2,736 +18%
WANY
592
Wealthspire Advisors (New York)
New York
$2.64M +$1.38M +10,204 +135%
PCIA
593
Prime Capital Investment Advisors
Kansas
$2.63M +$105K +777 +5%
HH
594
Hilltop Holdings
Texas
$2.62M +$108K +796 +5%
Carson Wealth (CWM LLC)
595
Carson Wealth (CWM LLC)
Nebraska
$2.6M +$225K +1,663 +10%
PFG
596
Putney Financial Group
California
$2.6M -$42.2K -311 -2%
EPIM
597
Evelyn Partners Investment Management
$2.59M -$43.9K -324 -2%
MA
598
Montag & Associates
Georgia
$2.58M +$32.4K +239 +1%
GAM
599
Gotham Asset Management
New York
$2.58M +$461K +3,404 +24%
TWM
600
TriaGen Wealth Management
California
$2.56M +$2.34M +17,239 New