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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
776
Realta Investment Advisors
Delaware
$4.43M -$439K -1,573 -9%
CFGS
777
Concourse Financial Group Securities
Alabama
$4.42M +$212K +760 +5%
AA
778
Altman Advisors
Illinois
$4.42M -$432K -1,546 -8%
RWP
779
Revolve Wealth Partners
New Jersey
$4.41M +$114K +408 +3%
WPW
780
Waldron Private Wealth
Pennsylvania
$4.35M +$512K +1,833 +13%
EDRH
781
Edmond de Rothschild Holding
Switzerland
$4.35M +$98.3K +352 +2%
HI
782
Horizon Investments
North Carolina
$4.34M -$1.98M -7,092 -30%
OCAM
783
Onex Canada Asset Management
Ontario, Canada
$4.34M -$44.7K -160 -1%
SI
784
Stephens Inc
Arkansas
$4.32M -$34.1K -122 -0.7%
IB
785
Intrust Bank
Kansas
$4.3M +$573K +2,051 +14%
GP
786
Girard Partners
Pennsylvania
$4.29M -$10.3K -37 -0.2%
CI
787
CX Institutional
Indiana
$4.29M +$3.12M +11,168 +223%
NFG
788
Nations Financial Group
Iowa
$4.29M +$692K +2,478 +18%
MPW
789
MGO Private Wealth
California
$4.28M +$4.51M +16,143 New
PWMAG
790
Pinnacle Wealth Management Advisory Group
New Jersey
$4.27M +$328K +1,176 +8%
FFN
791
Focus Financial Network
Minnesota
$4.25M -$26.3K -94 -0.6%
WA
792
Wealth Architects
California
$4.23M +$52.2K +187 +1%
SC
793
Savant Capital
Illinois
$4.22M +$538K +1,928 +14%
MSR
794
Main Street Research
Connecticut
$4.22M +$601K +2,151 +16%
PWPS
795
Pinnacle Wealth Planning Services
Ohio
$4.22M +$1.04M +3,739 +31%
NCM
796
Novare Capital Management
North Carolina
$4.22M +$3.73M +13,374 +531%
APP
797
Avantax Planning Partners
Iowa
$4.21M +$64K +229 +1%
TA
798
Tiedemann Advisors
New York
$4.21M -$27.6K -99 -0.6%
DVF
799
Discovery Value Fund
Singapore
$4.21M
PA
800
PFG Advisors
Arizona
$4.2M +$368K +1,316 +9%