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Name Holding Trade Value Shares
Change
Change in
Stake
AG
826
Ascent Group
Virginia
$4.84M +$441K +8,710 +9%
SW
827
SVB Wealth
Massachusetts
$4.81M -$340K -6,713 -7%
FTDI
828
First Trust Direct Indexing
Massachusetts
$4.8M +$926K +18,311 +24%
BO
829
Bank OZK
Arkansas
$4.79M +$7.13K +141 +0.1%
JWBC
830
J.W. Burns & Co
New York
$4.77M +$43.8K +866 +0.9%
FA
831
FDx Advisors
Illinois
$4.75M +$533K +10,534 +13%
LWAC
832
Laurel Wealth Advisors (California)
California
$4.71M -$185K -3,657 -4%
BFS
833
Bard Financial Services
Connecticut
$4.71M +$852K +16,835 +22%
PHK
834
Point72 Hong Kong
Hong Kong
$4.7M +$4.69M +92,655 New
NEAM
835
New England Asset Management
Connecticut
$4.7M +$204K +4,026 +5%
BWM
836
BerganKDV Wealth Management
Minnesota
$4.67M +$172K +3,397 +4%
AG
837
AIA Group
Hong Kong
$4.67M +$2.73M +53,974 +142%
GWMIA
838
Global Wealth Management Investment Advisory
Florida
$4.67M +$616K +12,174 +15%
MFG
839
Monte Financial Group
Connecticut
$4.67M -$40.2K -795 -0.9%
WKWM
840
Walter & Keenan Wealth Management
Indiana
$4.66M +$45.3K +895 +1%
BTWM
841
Baker Tilly Wealth Management
Wisconsin
$4.65M +$223K +4,414 +5%
MGIA
842
Moneta Group Investment Advisors
Missouri
$4.65M +$1.59M +31,398 +52%
LOPW
843
Live Oak Private Wealth
North Carolina
$4.64M -$3.2M -63,272 -41%
BL
844
BCWM LLC
Kansas
$4.64M +$717K +14,179 +18%
SCP
845
Sandhill Capital Partners
New York
$4.63M +$2.69M +53,103 +139%
CK
846
Cohen Klingenstein
New York
$4.6M
EWM
847
Executive Wealth Management
Michigan
$4.6M -$678K -13,402 -13%
Assenagon Asset Management
848
Assenagon Asset Management
Luxembourg
$4.58M +$168K +3,331 +4%
SWA
849
Stratos Wealth Advisors
Ohio
$4.57M -$71.4K -1,411 -2%
KA
850
Kintegral Advisory
New York
$4.57M +$96.4K +1,905 +2%