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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1326
Shepherd Financial Partners
Massachusetts
$3.6M -$110K -268 -3%
GM
1327
GeoWealth Management
Illinois
$3.6M +$352K +854 +10%
QPWM
1328
Quadrant Private Wealth Management
Pennsylvania
$3.6M +$1.26M +3,063 +46%
CFD
1329
Creative Financial Designs
Indiana
$3.6M -$377K -916 -9%
DI
1330
Diligent Investors
California
$3.59M +$169K +410 +4%
LWP
1331
LFG Wealth Partners
Kentucky
$3.58M +$648K +1,573 +20%
PPW
1332
Parcion Private Wealth
Washington
$3.58M +$28.8K +70 +0.7%
CMT Capital Markets Trading
1333
CMT Capital Markets Trading
Germany
$3.57M +$356K +864 +10%
SB
1334
Strategic Blueprint
Georgia
$3.57M +$91.9K +223 +2%
Boston Trust Walden
1335
Boston Trust Walden
Massachusetts
$3.57M +$2.56M +6,218 +184%
BCMLT
1336
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.57M -$213K -518 -5%
Fayez Sarofim & Co
1337
Fayez Sarofim & Co
Texas
$3.56M +$56K +136 +1%
CIAS
1338
Capital Investment Advisory Services
North Carolina
$3.55M +$40.8K +99 +1%
CA
1339
Continuum Advisory
Idaho
$3.53M -$48.6K -118 -1%
JRPIM
1340
Journey Retirement Planning & Investment Management
Idaho
$3.53M -$11.2M -27,128 -74%
EBWM
1341
Eagle Bluffs Wealth Management
Missouri
$3.52M +$74.6K +181 +2%
RIM
1342
Redwood Investment Management
Arizona
$3.49M +$35.4K +86 +0.9%
CWM
1343
Centric Wealth Management
Illinois
$3.48M +$55.2K +134 +2%
CB
1344
CNB Bank
Pennsylvania
$3.48M -$14K -34 -0.4%
WG
1345
Wellington Group
Indiana
$3.48M +$621K +1,507 +19%
AWA
1346
Acumen Wealth Advisors
Tennessee
$3.48M +$3.63M +8,814 +1,638%
BFA
1347
Brendel Financial Advisors
New Hampshire
$3.48M +$199K +482 +5%
JCM
1348
Jacobi Capital Management
Pennsylvania
$3.46M +$204K +494 +6%
IAS
1349
IMA Advisory Services
Colorado
$3.46M -$19.8K -48 -0.5%
ML
1350
McAdam LLC
Pennsylvania
$3.45M +$392K +952 +11%