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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
901
Atlantic Union Bankshares
Virginia
$3.41M -$25.4K -127 -1%
FHA
902
First Horizon Advisors
Tennessee
$3.39M +$9.2K +46 +0.4%
CAI
903
Capital Advisors Inc
Oklahoma
$3.38M +$1.15M +5,756 +81%
TFS
904
Thoroughbred Financial Services
Tennessee
$3.37M +$344K +1,720 +15%
MRG
905
Milestone Resources Group
British Virgin Islands
$3.36M
UIM
906
USS Investment Management
United Kingdom
$3.35M
EFL
907
ERn Financial LLC
Wisconsin
$3.34M -$75.4K -377 -3%
MSR
908
Main Street Research
Connecticut
$3.33M -$157K -783 -6%
PWLP
909
Prio Wealth Limited Partnership
Massachusetts
$3.33M
FPCP
910
Fort Point Capital Partners
California
$3.31M -$892K -4,462 -26%
LCM
911
Legato Capital Management
California
$3.31M
MSFP
912
Mark Sheptoff Financial Planning
Connecticut
$3.3M -$7.4K -37 -0.3%
OPWM
913
Oxinas Partners Wealth Management
Indiana
$3.3M -$273K -1,366 -10%
MECA
914
Miller Equity Capital Advisors
Texas
$3.3M
MUAMU
915
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.3M +$1.12M +5,600 +80%
MWM
916
Modera Wealth Management
New Jersey
$3.29M +$1.29M +6,441 +105%
IA
917
IFP Advisors
Florida
$3.29M -$597K -2,987 -19%
HZ
918
Hixon Zuercher
Ohio
$3.29M +$36.6K +183 +1%
MPW
919
Monterey Private Wealth
California
$3.28M +$20.8K +104 +0.8%
LC
920
Landaas & Company
Wisconsin
$3.27M -$820K -4,100 -25%
ST
921
Sageworth Trust
Pennsylvania
$3.26M +$2.11M +10,575 +559%
FFG
922
Fortem Financial Group
California
$3.26M +$641K +3,208 +35%
BBWA
923
Bell & Brown Wealth Advisors
California
$3.24M +$17.8K +89 +0.7%
MCM
924
Manchester Capital Management
Vermont
$3.24M +$58.6K +293 +2%
SSWM
925
Strait & Sound Wealth Management
California
$3.22M -$42.6K -213 -2%