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Name Holding Trade Value Shares
Change
Change in
Stake
AO
1301
Advisor OS
Illinois
$2.88M +$139K +473 +5%
PIA
1302
Perennial Investment Advisors
California
$2.87M +$245K +836 +10%
VC
1303
Veracity Capital
Georgia
$2.87M +$122K +416 +5%
HCM
1304
Hillman Capital Management
Maryland
$2.87M -$508K -1,731 -15%
CWM
1305
Cornerstone Wealth Management
Missouri
$2.87M +$30.2K +103 +1%
PPA
1306
Pacific Point Advisors
California
$2.84M +$64.8K +221 +2%
CA
1307
CV Advisors
Florida
$2.83M +$2.3M +7,823 +524%
WPC
1308
Wedmont Private Capital
Pennsylvania
$2.82M +$165K +562 +7%
CIA
1309
Cape Investment Advisory
Georgia
$2.82M -$88K -300 -3%
PGWM
1310
Parisi Gray Wealth Management
New Jersey
$2.79M +$31.1K +106 +1%
GFP
1311
Gryphon Financial Partners
Ohio
$2.78M +$298K +1,016 +13%
FDS
1312
First Dallas Securities
Texas
$2.77M +$66.9K +228 +3%
APWM
1313
Argonautica Private Wealth Management
Massachusetts
$2.77M +$718K +2,448 +37%
PC
1314
Permanens Capital
New York
$2.77M +$2.67M +9,083 New
ONST
1315
Old North State Trust
North Carolina
$2.76M +$375K +1,279 +16%
LA
1316
Legacy Advisors
Pennsylvania
$2.76M +$374K +1,274 +16%
GLAM
1317
Gardner Lewis Asset Management
Pennsylvania
$2.75M +$211K +720 +9%
AWM
1318
Aviso Wealth Management
Washington
$2.74M +$108K +367 +4%
AGDI
1319
Absolute Gestao de Investimentos
Brazil
$2.74M +$2.64M +9,000 New
CA
1320
Clearstead Advisors
Ohio
$2.72M +$126K +431 +5%
S
1321
Storgate
Texas
$2.7M +$2.61M +8,899 New
WCM
1322
Wisconsin Capital Management
Wisconsin
$2.7M +$12.3K +42 +0.5%
CIA
1323
Capital Investment Advisors
Georgia
$2.67M +$128K +436 +5%
LAI
1324
Legal Advantage Investments
California
$2.65M -$58.7K -200 -2%
ICP
1325
Interchange Capital Partners
Pennsylvania
$2.65M +$376K +1,282 +17%