Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1076
Triton Wealth Management
Arizona
$2.55M – – –
CCA
1077
Childress Capital Advisors
Texas
$2.55M +$367K +1,179 +20%
APWA
1078
Atlas Private Wealth Advisors
New Jersey
$2.54M -$119K -381 -5%
ESBC
1079
E.S. Barr & Co
Kentucky
$2.53M +$18.7K +60 +0.9%
KCM
1080
Kornitzer Capital Management
Kansas
$2.53M +$584K +1,875 +36%
VLKIM
1081
Van Lanschot Kempen Investment Management
Netherlands
$2.53M +$405K +1,299 +23%
DBRC
1082
D.B. Root & Company
Pennsylvania
$2.52M -$71.9K -231 -3%
BZWA
1083
Blue Zone Wealth Advisors
California
$2.51M -$11.2K -36 -0.5%
LNWTC
1084
Laird Norton Wetherby Trust Company
Washington
$2.5M -$248K -795 -10%
NIA
1085
NIA Impact Advisors
California
$2.5M -$4.13M -13,257 -66%
LSPW
1086
Lake Street Private Wealth
Illinois
$2.49M +$293K +942 +16%
MYIA
1087
Mount Yale Investment Advisors
Colorado
$2.49M -$185K -594 -8%
LWMG
1088
Levy Wealth Management Group
Pennsylvania
$2.48M -$339K -1,089 -14%
CFS
1089
CRA Financial Services
New Jersey
$2.48M +$102K +327 +5%
DIA
1090
Dana Investment Advisors
Wisconsin
$2.48M +$1.86M +5,958 +635%
HIS
1091
Harvest Investment Services
Illinois
$2.48M -$894K -2,871 -29%
HIA
1092
Harbor Investment Advisory
Maryland
$2.47M +$21.5K +69 +1%
RPC
1093
Rossmore Private Capital
Connecticut
$2.47M -$5.61K -18 -0.3%
AA
1094
Aire Advisors
California
$2.47M +$810K +2,601 +61%
NW
1095
Naviter Wealth
Arkansas
$2.47M -$93.4K -300 -4%
PFG
1096
PAX Financial Group
Texas
$2.46M -$321K -1,029 -13%
FWP
1097
FAS Wealth Partners
Kansas
$2.46M +$43K +138 +2%
TFA
1098
Toth Financial Advisory
Virginia
$2.46M +$484K +1,554 +29%
SP
1099
Symmetry Partners
Connecticut
$2.46M +$82.2K +264 +4%
DCM
1100
Donaldson Capital Management
Indiana
$2.46M +$513K +1,647 +32%