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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
726
Pure Financial Advisors
California
$5.98M +$147K +471 +3%
DC
727
DeDora Capital
California
$5.97M +$5.17M +16,611 New
NIM
728
Northeast Investment Management
Massachusetts
$5.96M +$16.8K +54 +0.3%
GLA
729
Good Life Advisors
Pennsylvania
$5.92M -$49.5K -159 -1%
KCIA
730
Kingsbury Capital Investment Advisors
Illinois
$5.88M +$5.1M +16,371 New
GC
731
Garde Capital
Washington
$5.87M -$488K -1,566 -9%
NP
732
NorthRock Partners
Minnesota
$5.87M -$1.2M -3,852 -19%
AFG
733
Albion Financial Group
Utah
$5.86M +$7.47K +24 +0.1%
GP
734
Girard Partners
Pennsylvania
$5.85M +$635K +2,040 +14%
CW
735
CreativeOne Wealth
Kansas
$5.85M +$2.41M +7,722 +90%
HWM
736
HB Wealth Management
Georgia
$5.84M +$1.36M +4,374 +37%
IB
737
Intrust Bank
Kansas
$5.83M +$584K +1,875 +13%
WA
738
Wealth Architects
California
$5.75M -$7.47K -24 -0.1%
TCM
739
Traynor Capital Management
Pennsylvania
$5.75M +$71.9K +231 +1%
GAM
740
Gotham Asset Management
New York
$5.73M +$452K +1,452 +10%
RJT
741
Raymond James Trust
Florida
$5.72M +$1.34M +4,314 +37%
IA
742
Insight Advisors
Pennsylvania
$5.72M +$150K +480 +3%
HSA
743
HBK Sorce Advisory
Pennsylvania
$5.71M -$2.02M -6,480 -29%
CIM
744
Chapman Investment Management
California
$5.7M -$150K -483 -3%
TA
745
Tiedemann Advisors
New York
$5.69M +$137K +441 +3%
RWP
746
Revolve Wealth Partners
New Jersey
$5.68M +$103K +330 +2%
VCM
747
Vivaldi Capital Management
Illinois
$5.66M -$575K -1,845 -8%
OPWM
748
Oxinas Partners Wealth Management
Indiana
$5.63M +$2.08M +6,663 +74%
YC
749
Yarbrough Capital
Tennessee
$5.61M +$4.67K +15 +0.1%
MGIA
750
Moneta Group Investment Advisors
Missouri
$5.6M -$178K -570 -4%