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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
651
Alpha Omega Wealth Management
Virginia
$4.41M -$902K -33,761 -18%
PWM
652
Perigon Wealth Management
California
$4.4M -$57K -2,132 -1%
OIA
653
OneDigital Investment Advisors
Kansas
$4.39M -$281K -10,512 -6%
WCM
654
Windward Capital Management
California
$4.38M +$31.1K +1,163 +0.8%
FSA
655
Fort Sheridan Advisors
Illinois
$4.38M -$25.9K -968 -0.6%
PCA
656
Providence Capital Advisors
North Carolina
$4.36M +$93.2K +3,487 +2%
DF
657
DNCA Finance
France
$4.35M +$4.01M +150,000 New
ECM
658
Evergreen Capital Management
Washington
$4.33M +$267K +9,991 +7%
EPW
659
Evergreen Private Wealth
Colorado
$4.33M +$35K +1,310 +0.9%
AA
660
Aire Advisors
California
$4.32M +$4.57K +171 +0.1%
SG
661
StoneX Group
New York
$4.31M -$482K -18,043 -11%
SMH
662
Sanders Morris Harris
Texas
$4.31M +$3.97M +148,503 New
FM
663
Foster & Motley
Ohio
$4.29M -$111K -4,145 -3%
TG
664
TCW Group
California
$4.28M +$906K +33,909 +30%
GT
665
Greenleaf Trust
Michigan
$4.24M +$93.9K +3,514 +2%
PTB
666
Pioneer Trust Bank
Oregon
$4.23M +$278K +10,400 +8%
SAM
667
Smartleaf Asset Management
Massachusetts
$4.19M +$707K +26,450 +22%
FA
668
Fiduciary Alliance
South Carolina
$4.17M -$534K -20,003 -11%
AWM
669
Axxcess Wealth Management
California
$4.16M -$205K -7,668 -5%
JHCP
670
Jackson Hole Capital Partners
Oklahoma
$4.15M +$130K +4,872 +4%
DFG
671
Dupree Financial Group
Kentucky
$4.13M -$973K -36,414 -20%
RDWM
672
Red Door Wealth Management
Tennessee
$4.1M +$938K +35,126 +33%
ANTB
673
AMG National Trust Bank
Colorado
$4.1M -$159K -5,937 -4%
LFM
674
LGT Fund Management
Liechtenstein
$4.08M -$195K -7,294 -5%
WANY
675
Wealthspire Advisors (New York)
New York
$4.08M -$1.12M -42,103 -23%