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Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
876
Kavar Capital Partners Group
Kansas
$4.44M -$11.2K -120 -0.3%
FT
877
Fiduciary Trust
Massachusetts
$4.43M +$196K +2,093 +5%
SFG
878
SevenBridge Financial Group
Pennsylvania
$4.41M -$619K -6,624 -12%
PAI
879
Pittenger & Anderson Inc
Nebraska
$4.41M +$3.66M +39,153 +668%
CW
880
Channel Wealth
California
$4.39M +$219K +2,341 +6%
S
881
SignatureFD
Georgia
$4.38M +$535K +5,722 +15%
TCM
882
Tandem Capital Management
New Jersey
$4.36M +$27.3K +292 +0.7%
HNW
883
High Note Wealth
Minnesota
$4.35M +$465K +4,969 +13%
SIM
884
Sims Investment Management
Ohio
$4.35M -$25.6K -274 -0.6%
SAM
885
Secure Asset Management
Michigan
$4.34M +$893K +9,548 +27%
PWS
886
Peloton Wealth Strategists
Indiana
$4.29M +$350K +3,747 +9%
AWM
887
Aviso Wealth Management
Washington
$4.28M +$400K +4,280 +11%
AFG
888
Atomi Financial Group
New York
$4.25M +$337K +3,605 +9%
SAM
889
Silvercrest Asset Management
New York
$4.24M +$49.8K +532 +1%
ACM
890
Aubrey Capital Management
United Kingdom
$4.23M -$898K -9,600 -18%
AG
891
Ascent Group
Virginia
$4.22M +$1.28M +13,721 +47%
SP
892
Stablepoint Partners
Massachusetts
$4.22M -$224K -2,394 -5%
KeyBank National Association
893
KeyBank National Association
Ohio
$4.21M +$318K +3,398 +9%
CTA
894
Colonial Trust Advisors
South Carolina
$4.21M +$1.21M +12,968 +43%
KA
895
Kercheville Advisors
Texas
$4.19M -$217K -2,325 -5%
PI
896
PFG Investments
New York
$4.15M +$90.3K +966 +2%
WWM
897
Western Wealth Management
Colorado
$4.13M +$1.56M +16,634 +65%
GPWM
898
Grant Private Wealth Management
California
$4.1M +$3.92M +41,877 New
VF
899
Vest Financial
Virginia
$4.1M +$753K +8,054 +24%
LT
900
Legacy Trust
Michigan
$4.09M +$276K +2,953 +8%