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Name Holding Trade Value Shares
Change
Change in
Stake
AG
1701
AlTi Global
New York
$2.33M +$88.1K +217 +5%
OS
1702
Objectivity Squared
South Carolina
$2.31M -$6.9K -17 -0.3%
WFA
1703
Wellspring Financial Advisors
Ohio
$2.31M +$136K +334 +7%
WSA
1704
Wealth Science Advisors
Georgia
$2.31M +$545K +1,342 +38%
BNA
1705
BankChampaign National Association
Illinois
$2.31M +$38.1K +94 +2%
VEM
1706
Vann Equity Management
Texas
$2.31M +$11.4K +28 +0.6%
APW
1707
Alliance Private Wealth
Massachusetts
$2.3M -$138K -340 -7%
SAM
1708
Synergy Asset Management
Washington
$2.3M +$168K +414 +9%
BCM
1709
Barometer Capital Management
Ontario, Canada
$2.29M +$122K +300 +7%
SC
1710
Sierra Capital
Florida
$2.28M
SCM
1711
Shelton Capital Management
Colorado
$2.27M +$17K +42 +0.9%
RWM
1712
Revisor Wealth Management
Ohio
$2.26M -$20.3K -50 -1%
SIA
1713
Strategic Investment Advisors
Michigan
$2.26M +$190K +468 +11%
CIS
1714
Custom Index Systems
New York
$2.26M -$123K -304 -6%
NFSG
1715
Newbridge Financial Services Group
Florida
$2.25M +$474K +1,169 +33%
LFS
1716
Leibman Financial Services
Nebraska
$2.25M -$104K -256 -5%
AIM
1717
Acropolis Investment Management
Missouri
$2.24M -$69K -170 -3%
DSCM
1718
Del-Sette Capital Management
New York
$2.24M +$1.9M +4,681 New
NWWA
1719
New Wave Wealth Advisors
Arkansas
$2.23M +$331K +816 +21%
AIA
1720
AssuredPartners Investment Advisors
Florida
$2.23M -$162K -400 -8%
PA
1721
PFG Advisors
Arizona
$2.23M -$713K -1,758 -27%
WCM
1722
Winthrop Capital Management
Indiana
$2.23M +$5.28K +13 +0.3%
CCM
1723
Cannon Capital Management
Utah
$2.22M +$237K +585 +14%
LWCFA
1724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.22M +$1.44M +3,544 +322%
CCC
1725
Compass Capital Corp
Massachusetts
$2.21M +$254K +625 +37%