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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1101
Regent Peak Wealth Advisors
Georgia
$1.36M +$71.3K +303 +6%
KP
1102
Keel Point
Alabama
$1.35M +$81.9K +348 +7%
COI
1103
Connable Office Inc
Michigan
$1.35M -$920K -3,909 -43%
GFP
1104
Gryphon Financial Partners
Ohio
$1.35M +$217K +924 +21%
WAG
1105
Winthrop Advisory Group
Massachusetts
$1.35M – – –
TFA
1106
Toth Financial Advisory
Virginia
$1.35M +$1.41K +6 +0.1%
SP
1107
Symmetry Partners
Connecticut
$1.34M -$87.6K -372 -7%
GEA
1108
Glen Eagle Advisors
New Jersey
$1.34M +$293K +1,245 +32%
GM
1109
GeoWealth Management
Illinois
$1.33M +$1.21M +5,160 New
CT
1110
Cambridge Trust
Massachusetts
$1.33M -$2.12K -9 -0.2%
WA
1111
WBH Advisory
Maryland
$1.33M +$27.5K +117 +2%
ALAM
1112
Asahi Life Asset Management
Japan
$1.33M +$60K +255 +5%
CCM
1113
CAAS Capital Management
New York
$1.33M -$7.88M -33,468 -87%
AF
1114
Affiance Financial
Minnesota
$1.33M -$5.65K -24 -0.5%
AIA
1115
AIMZ Investment Advisors
California
$1.33M – – –
FC
1116
Ferris Capital
Massachusetts
$1.31M +$527K +2,241 +154%
BA
1117
Bridgewater Advisors
New York
$1.31M +$633K +2,691 +113%
VWA
1118
V Wealth Advisors
Kansas
$1.31M -$217K -924 -15%
CIAS
1119
CFS Investment Advisory Services
New Jersey
$1.3M +$1.19M +5,046 New
BCI
1120
Brinker Capital Investments
Pennsylvania
$1.3M – – –
HA
1121
Herold Advisors
New York
$1.29M +$1.18M +5,010 New
DIM
1122
Delta Investment Management
California
$1.29M -$2.74M -11,655 -70%
BCM
1123
Becker Capital Management
Oregon
$1.29M +$163K +693 +16%
OWA
1124
One Wealth Advisors
California
$1.29M +$4.24K +18 +0.4%
PWA
1125
Physician Wealth Advisors
Utah
$1.29M +$33.9K +144 +3%
43 44
45
46 47