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Name Holding Trade Value Shares
Change
Change in
Stake
CBOR
726
Community Bank of Raymore
Missouri
$1.3M +$158K +1,240 +14%
CFA
727
Cahill Financial Advisors
Minnesota
$1.3M -$58.3K -459 -4%
DTL
728
Dynamic Technology Lab
Singapore
$1.28M +$1.25M +9,807 New
NRS
729
Neville Rodie & Shaw
New York
$1.27M – – –
LTAS
730
Linden Thomas Advisory Services
North Carolina
$1.27M +$26.6K +209 +2%
TA
731
Tectonic Advisors
Texas
$1.25M -$117K -924 -9%
Focus Partners Wealth
732
Focus Partners Wealth
Massachusetts
$1.25M +$201K +1,580 +20%
BFA
733
Beacon Financial Advisory
Ohio
$1.25M +$1.21M +9,554 New
TPWM
734
Twelve Points Wealth Management
Massachusetts
$1.25M -$16K -126 -1%
BAAM
735
Baker Avenue Asset Management
California
$1.24M -$823K -6,475 -41%
WFG
736
Wills Financial Group
Virginia
$1.23M +$184K +1,451 +18%
BMWS
737
Brady Martz Wealth Solutions
North Dakota
$1.23M +$38.2K +301 +3%
BAM
738
Blueshift Asset Management
New Jersey
$1.23M -$1.3M -10,250 -52%
GIA
739
Guyasuta Investment Advisors
Pennsylvania
$1.22M -$208K -1,640 -15%
RWM
740
Ritholtz Wealth Management
New York
$1.22M +$93.1K +733 +8%
SFG
741
SevenBridge Financial Group
Pennsylvania
$1.22M -$41.9K -330 -4%
HTC
742
Haverford Trust Company
Pennsylvania
$1.21M -$230K -1,808 -16%
FCBT
743
First Citizens Bank & Trust
North Carolina
$1.2M -$107K -845 -8%
MWM
744
Modern Wealth Management
Kansas
$1.19M +$439K +3,453 +61%
OCBCO
745
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.19M +$206K +1,624 +22%
IAS
746
Insigneo Advisory Services
Florida
$1.19M +$28.2K +222 +3%
PFS
747
Physicians Financial Services
North Carolina
$1.19M -$12.6K -99 -1%
WG
748
Wealth Group
North Carolina
$1.19M +$856K +6,737 +288%
NAM
749
NorthCrest Asset Manangement
Minnesota
$1.19M +$125K +980 +12%
TE
750
Tema ETFs
New York
$1.18M +$111K +870 +11%