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Name Holding Trade Value Shares
Change
Change in
Stake
ELI
1301
Empire Life Investments
Ontario, Canada
$3.76M -$386K -937 -9%
CBA
1302
Coastal Bridge Advisors
Connecticut
$3.76M +$263K +639 +7%
TWM
1303
TRB Wealth Management
Texas
$3.75M +$4.15M +10,075 New
SMC
1304
Smith, Moore & Co
Missouri
$3.75M +$386K +936 +10%
TFS
1305
Thoroughbred Financial Services
Tennessee
$3.74M -$262K -636 -6%
VAG
1306
VisionPoint Advisory Group
Texas
$3.74M +$39.1K +95 +1%
EWS
1307
Evergreen Wealth Solutions
Pennsylvania
$3.73M +$2.77M +6,724 +202%
NFG
1308
Nadler Financial Group
Illinois
$3.73M -$4.53K -11 -0.1%
Apella Capital
1309
Apella Capital
Connecticut
$3.72M +$1.74M +4,220 +83%
TCM
1310
Turas Capital Management
Massachusetts
$3.72M +$3.21M +7,800 +355%
FHC
1311
First Horizon Corporation
Tennessee
$3.7M +$102K +248 +3%
AWM
1312
Adams Wealth Management
Utah
$3.7M -$255K -618 -6%
BJF
1313
Blue Jean Financial
New York
$3.7M -$94.3K -229 -2%
MAWA
1314
Moss Adams Wealth Advisors
Washington
$3.7M +$261K +634 +7%
KFP
1315
KMG Fiduciary Partners
Ohio
$3.69M +$37.9K +92 +0.9%
CPRC
1316
Consolidated Portfolio Review Corp
New York
$3.68M +$1.88M +4,555 +85%
PRA
1317
Pine Ridge Advisers
New York
$3.68M +$1.88M +4,555 +85%
Forvis Mazars Wealth Advisors
1318
Forvis Mazars Wealth Advisors
Missouri
$3.66M +$37.1K +90 +0.9%
TC
1319
TownSquare Capital
Utah
$3.66M +$124K +301 +3%
WAG
1320
Winthrop Advisory Group
Massachusetts
$3.64M +$17.3K +42 +0.4%
AIM
1321
Anchor Investment Management
South Carolina
$3.64M +$110K +268 +3%
AC
1322
Avant Capital
Louisiana
$3.63M +$396K +961 +11%
DV Trading
1323
DV Trading
Illinois
$3.62M +$2.64M +6,407 +192%
VIP
1324
Vista Investment Partners
Oklahoma
$3.62M +$3.3K +8 +0.1%
VW
1325
Vance Wealth
California
$3.61M +$189K +460 +5%