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Name Holding Trade Value Shares
Change
Change in
Stake
CSP
851
Cary Street Partners
Virginia
$1.44M +$946K +3,838 +247%
RAG
852
RIA Advisory Group
Iowa
$1.44M -$257K -1,042 -16%
WFI
853
West Family Investments
California
$1.43M -$132K -537 -9%
CWM
854
Chesapeake Wealth Management
Virginia
$1.43M +$27.9K +113 +2%
CGL
855
Clarius Group LLC
Washington
$1.43M +$422K +1,710 +47%
AFT
856
Alpha Family Trust
California
$1.42M +$336K +1,365 +34%
NG
857
Norden Group
Utah
$1.42M -$18.2K -74 -1%
CWM
858
Circle Wealth Management
New Jersey
$1.42M -$7.89K -32 -0.6%
LGA
859
Lebenthal Global Advisors
New York
$1.42M +$81.3K +330 +7%
1M
860
1248 Management
Missouri
$1.41M +$16K +65 +1%
AWCI
861
Alpine Woods Capital Investors
New York
$1.41M +$159K +645 +14%
AT
862
Arlington Trust
Alabama
$1.4M +$49.3K +200 +4%
LFAS
863
Level Four Advisory Services
Texas
$1.39M +$87.3K +354 +7%
RIM
864
Redwood Investment Management
Arizona
$1.39M +$754K +3,057 +142%
SWP
865
Sagespring Wealth Partners
Tennessee
$1.39M +$126K +512 +11%
BL
866
BFSG LLC
California
$1.38M -$23.7K -96 -2%
CWS
867
Confluence Wealth Services
Pennsylvania
$1.38M +$479K +1,942 +58%
1CP
868
17 Capital Partners
Arizona
$1.38M -$8.63K -35 -0.7%
BFWM
869
Bright Futures Wealth Management
New York
$1.37M +$427K +1,734 +47%
FFA
870
Farther Finance Advisors
California
$1.37M +$290K +1,175 +30%
LFS
871
Legacy Financial Strategies
Kansas
$1.37M +$986 +4 +0.1%
MPPW
872
Mitchell & Pahl Private Wealth
Oklahoma
$1.36M +$1.26M +5,102 New
FMII
873
Farmers & Merchants Investments Inc
Nebraska
$1.36M -$24.6K -100 -2%
MOS
874
MGO One Seven
Ohio
$1.36M -$736K -2,985 -37%
MA
875
Mutual Advisors
Nebraska
$1.35M -$784K -3,182 -35%