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Name Holding Trade Value Shares
Change
Change in
Stake
AB
926
Atlas Brown
Kentucky
$1.23M -$44.2K -2,595 -3%
CBC
927
Coombe, Bender & Co
New York
$1.22M -$76.9K -4,513 -6%
FSA
928
Fort Sheridan Advisors
Illinois
$1.22M +$113K +6,624 +9%
PCS
929
Personal CFO Solutions
New Jersey
$1.22M +$246K +14,459 +23%
IPW
930
Inlet Private Wealth
Florida
$1.22M -$116K -6,800 -8%
SIC
931
SFE Investment Counsel
California
$1.21M +$422K +24,755 +48%
GA
932
GoalVest Advisory
New York
$1.21M -$88.5K -5,197 -6%
WFS
933
Widmann Financial Services
Maryland
$1.21M -$25.9K -1,522 -2%
WP
934
Wedgewood Partners
Missouri
$1.21M -$21.3K -1,250 -2%
EI
935
EDMP Inc
Florida
$1.21M +$10.5K +618 +0.8%
CL
936
CSS LLC
Illinois
$1.2M +$874K +51,287 +214%
EP
937
Eudaimonia Partners
Tennessee
$1.2M +$63.3K +3,717 +5%
BO
938
Bank OZK
Arkansas
$1.2M -$485K -28,496 -27%
TF
939
Tompkins Financial
New York
$1.2M
FCCM
940
First City Capital Management
Georgia
$1.19M +$33.3K +1,957 +3%
IAS
941
Insigneo Advisory Services
Florida
$1.19M +$631K +37,050 +98%
MAS
942
Meeder Advisory Services
Ohio
$1.19M -$274K -16,059 -18%
AWA
943
Amplius Wealth Advisors
Pennsylvania
$1.19M -$7.56K -444 -0.6%
FA
944
FDx Advisors
Illinois
$1.18M -$1.66M -97,221 -57%
SAM
945
Silvercrest Asset Management
New York
$1.18M +$58.3K +3,421 +5%
DWM
946
Dakota Wealth Management
Florida
$1.18M +$258K +15,153 +26%
LJHT
947
Laurie J. Hall Trustee
$1.17M -$5.64K -331 -0.4%
LCM
948
Lazari Capital Management
California
$1.16M +$1.24M +72,746 New
AWM
949
Avior Wealth Management
Nebraska
$1.16M -$36.9K -2,169 -3%
CNBT
950
Canandaigua National Bank & Trust
New York
$1.15M -$66.7K -3,916 -5%