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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1776
Avaii Wealth Management
Wisconsin
$943K +$47.9K +210 +6%
CCM
1777
Crew Capital Management
Ohio
$943K +$44K +193 +6%
TCOTS
1778
Trust Company of the South
North Carolina
$942K
DFA
1779
Davies Financial Advisors
California
$942K +$105K +459 +15%
PWA
1780
Prairie Wealth Advisors
Nebraska
$939K -$55.6K -244 -6%
AP
1781
Americana Partners
Texas
$939K +$112K +491 +16%
MAM
1782
Mainsail Asset Management
Alabama
$938K +$51.5K +226 +7%
PWA
1783
PCG Wealth Advisors
Kansas
$935K -$456 -2 -0.1%
AC
1784
Apella Capital
Connecticut
$935K +$51.3K +225 +6%
FSA
1785
Fort Sheridan Advisors
Illinois
$934K -$103K -450 -11%
MFG
1786
MidWestOne Financial Group
Iowa
$932K +$55.6K +244 +7%
DW
1787
Durante & Waters
New York
$932K -$22.8K -100 -3%
RCM
1788
Raleigh Capital Management
North Carolina
$932K +$78.7K +345 +11%
RH
1789
RFG Holdings
Texas
$931K +$65.9K +289 +9%
BWM
1790
Buckley Wealth Management
Nevada
$931K
NWWA
1791
New Wave Wealth Advisors
Arkansas
$930K +$270K +1,185 +50%
HOWA
1792
Heritage Oak Wealth Advisors
Florida
$930K +$810K +3,553 New
FF
1793
Farnam Financial
Arizona
$929K +$810K +3,551 New
CWA
1794
Choice Wealth Advisors
Maine
$929K
First Manhattan
1795
First Manhattan
New York
$927K +$136K +598 +20%
GWWM
1796
Great Waters Wealth Management
Minnesota
$926K +$65.2K +286 +9%
RDWM
1797
Red Door Wealth Management
Tennessee
$924K +$270K +1,185 +50%
NL
1798
NDWM LLC
California
$924K +$2.96K +13 +0.4%
SMA
1799
Seven Mile Advisory
New Jersey
$924K +$223K +976 +38%
DBIA
1800
Dumont & Blake Investment Advisors
New Jersey
$922K -$797K -3,493 -50%