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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1176
Callan Family Office
Pennsylvania
$1.29M +$659K +3,865 +108%
AO
1177
Advisor OS
Illinois
$1.29M -$113K -663 -8%
MFG
1178
Menard Financial Group
Texas
$1.29M +$6.82K +40 +0.5%
CT
1179
Clearstead Trust
Maine
$1.28M +$1.21M +7,079 +2,262%
AC
1180
Avestar Capital
New York
$1.28M +$78.9K +463 +7%
CWM
1181
Connecticut Wealth Management
Connecticut
$1.28M +$10.9K +64 +0.9%
PA
1182
Pinnacle Associates
New York
$1.28M -$106K -620 -5%
RA
1183
RFG Advisory
Alabama
$1.27M +$511K +2,998 +69%
ARMT
1184
Amica Retiree Medical Trust
Rhode Island
$1.27M +$1.25M +7,310 New
HW
1185
Hancock Whitney
Mississippi
$1.27M -$6.99K -41 -0.6%
EWM
1186
Endowment Wealth Management
Wisconsin
$1.27M +$146K +854 +13%
CHP
1187
Cable Hill Partners
Oregon
$1.27M -$43.3K -254 -3%
BFG
1188
Beacon Financial Group
Texas
$1.27M +$128K +752 +11%
CRWM
1189
Castle Rock Wealth Management
California
$1.26M +$1.16M +6,828 New
SI
1190
Seeds Investor
New York
$1.25M +$12.6K +74 +1%
WCM
1191
Windsor Capital Management
Arizona
$1.25M -$80.8K -474 -6%
M
1192
MOTCO
Texas
$1.23M -$12.1K -71 -1%
HC
1193
Hara Capital
Washington
$1.23M -$15.3K -90 -1%
DWP
1194
Daymark Wealth Partners
Ohio
$1.23M +$99K +581 +9%
MAM
1195
MWA Asset Management
Massachusetts
$1.22M +$14.5K +85 +1%
OMC
1196
Oasis Management Company
Cayman Islands
$1.22M
PWM
1197
Perigon Wealth Management
California
$1.21M -$36.8K -216 -3%
SFA
1198
Souders Financial Advisors
Ohio
$1.21M -$40.9K -240 -3%
EML
1199
Eos Management LP
New York
$1.21M
AAM
1200
Aureus Asset Management
Massachusetts
$1.21M +$28.3K +166 +2%