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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
1076
Wilmington Savings Fund Society
Delaware
$1.84M +$2.04M +10,447 New
NCM
1077
Narwhal Capital Management
Georgia
$1.83M -$335K -1,717 -14%
FWP
1078
Falcon Wealth Planning
California
$1.82M +$550K +2,815 +37%
PA
1079
Paragon Advisors
Texas
$1.82M +$906K +4,637 +81%
LTAS
1080
Linden Thomas Advisory Services
North Carolina
$1.82M +$57.2K +293 +3%
BL
1081
BFSG LLC
California
$1.81M +$6.45K +33 +0.3%
CWS
1082
Cypress Wealth Services
California
$1.81M +$35.9K +184 +2%
FMWA
1083
Forvis Mazars Wealth Advisors
Missouri
$1.8M +$907K +4,640 +83%
SYBT
1084
Stock Yards Bank & Trust
Kentucky
$1.8M -$39.1K -200 -2%
Jones Financial Companies
1085
Jones Financial Companies
Missouri
$1.8M +$769K +3,934 +62%
SP
1086
Symmetry Partners
Connecticut
$1.79M +$45.7K +234 +2%
EFG
1087
Everhart Financial Group
Ohio
$1.79M -$56.1K -287 -3%
AA
1088
Aire Advisors
California
$1.79M -$113K -580 -5%
BG
1089
Benedetti & Gucer
Georgia
$1.79M -$1.36M -6,964 -41%
PIA
1090
Pinion Investment Advisors
Kansas
$1.79M +$1.64M +8,388 +466%
CRC
1091
Curi RMB Capital
Illinois
$1.78M -$369K -1,887 -16%
SW
1092
SkyOak Wealth
Michigan
$1.78M -$10.6K -54 -0.5%
RA
1093
RFG Advisory
Alabama
$1.78M +$60.8K +311 +3%
PFPT
1094
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.77M +$32.6K +167 +2%
PGWM
1095
Parisi Gray Wealth Management
New Jersey
$1.77M +$46.7K +239 +2%
RIA
1096
Regal Investment Advisors
Michigan
$1.77M +$288K +1,472 +17%
SC
1097
Savoie Capital
Illinois
$1.77M +$1.97M +10,060 New
BW
1098
Bison Wealth
Georgia
$1.76M +$41.6K +213 +2%
NFG
1099
Nadler Financial Group
Illinois
$1.76M -$73.3K -375 -4%
RCA
1100
Roberts Capital Advisors
Colorado
$1.76M +$1.95M +10,005 New