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Name Holding Trade Value Shares
Change
Change in
Stake
RWB
1601
RMR Wealth Builders
New Jersey
$2.79M +$115K +283 +5%
KFP
1602
KMG Fiduciary Partners
Ohio
$2.78M +$1.8M +4,429 +318%
BSI
1603
Bennett Selby Investments
Maine
$2.77M +$50.7K +125 +2%
MSA
1604
Marino Stram & Associates
Massachusetts
$2.76M -$21.9K -54 -0.9%
TCPG
1605
Trivant Custom Portfolio Group
California
$2.76M +$51.5K +127 +2%
DWA
1606
Dorsey Wright & Associates
California
$2.76M -$929K -2,290 -28%
FBT
1607
First Bank & Trust
South Dakota
$2.76M -$83.6K -206 -3%
CCA
1608
Cadent Capital Advisors
Oklahoma
$2.75M +$151K +373 +7%
EAMS
1609
Eurizon Asset Management Slovakia
$2.74M – – –
EAN
1610
Excelsior Advisor Network
Colorado
$2.74M +$1.63M +4,013 +234%
FFG
1611
Floyd Financial Group
Missouri
$2.73M -$924K -2,276 -26%
VIP
1612
Viewpoint Investment Partners
Alberta, Canada
$2.73M -$38.5K -95 -2%
TCBWMS
1613
Texas Capital Bank Wealth Management Services
Texas
$2.72M -$98.2K -242 -4%
V
1614
VeraBank
Texas
$2.72M -$447K -1,101 -16%
MFA
1615
Mayflower Financial Advisors
Massachusetts
$2.72M +$41.4K +102 +2%
PAM
1616
PVG Asset Management
Colorado
$2.71M +$4.06K +10 +0.2%
PPA
1617
Pacific Point Advisors
California
$2.71M -$1.47M -3,618 -39%
ACMA
1618
Arbor Capital Management (Alaska)
Alaska
$2.71M -$305K -752 -10%
MMEA
1619
Main Management ETF Advisors
California
$2.7M +$56.8K +140 +3%
HIA
1620
Harbor Investment Advisory
Maryland
$2.7M +$404K +996 +21%
HWMO
1621
Heritage Wealth Management (Ohio)
Ohio
$2.7M +$2.29M +5,646 New
PWAM
1622
Papamarkou Wellner Asset Management
New York
$2.69M – – –
BCM
1623
Barden Capital Management
Texas
$2.69M -$1.11M -2,724 -33%
UB
1624
UMB Bank
Missouri
$2.68M -$85.2K -210 -4%
HP
1625
Havemeyer Place
Connecticut
$2.68M +$2.28M +5,609 New