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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1251
Crestwood Advisors Group
Massachusetts
$1.5M +$272K +5,798 +20%
TAFW
1252
Tred Avon Family Wealth
Maryland
$1.5M -$38.2K -814 -2%
KCPG
1253
Kavar Capital Partners Group
Kansas
$1.5M -$14.7K -314 -0.9%
CCWA
1254
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.5M +$627K +13,356 +61%
AIM
1255
Advyzon Investment Management
Illinois
$1.5M -$5.68K -121 -0.3%
PFSC
1256
Peoples Financial Services Corp
Pennsylvania
$1.49M -$44.3K -944 -3%
BMC
1257
Beaton Management Company
Massachusetts
$1.49M +$3.99K +85 +0.2%
LA
1258
Lynch & Associates
Indiana
$1.49M +$48.1K +1,025 +3%
CHC
1259
City Holding Co
West Virginia
$1.49M -$81.9K -1,746 -5%
BIG
1260
Boothe Investment Group
Delaware
$1.49M +$58.7K +1,251 +4%
CGF
1261
Constant Guidance Financial
Massachusetts
$1.49M +$1.65M +35,123 New
CFM
1262
Compass Financial Management
Florida
$1.48M +$1.58M +33,595 New
WSC
1263
Wellington Shields & Co
New York
$1.48M -$9.38K -200 -0.6%
MA
1264
MONECO Advisors
Connecticut
$1.48M +$344K +7,330 +27%
DT
1265
Diversified Trust
Tennessee
$1.48M +$138K +2,948 +9%
MF
1266
Manchester Financial
California
$1.48M +$10.2K +218 +0.6%
ACM
1267
AlphaStar Capital Management
North Carolina
$1.48M -$231K -4,916 -12%
BFIM
1268
Beese Fulmer Investment Management
Ohio
$1.47M -$30.7K -655 -2%
PWS
1269
Peterson Wealth Services
Utah
$1.47M +$75.4K +1,608 +5%
BCG
1270
BayBridge Capital Group
California
$1.47M +$32.7K +696 +2%
SG
1271
StoneX Group
New York
$1.47M +$450K +9,588 +38%
IAS
1272
Insigneo Advisory Services
Florida
$1.47M +$118K +2,509 +8%
SAG
1273
SageView Advisory Group
California
$1.47M -$15.4K -328 -0.9%
FFN
1274
Focus Financial Network
Minnesota
$1.46M +$375K +7,984 +30%
WPC
1275
Wedmont Private Capital
Pennsylvania
$1.46M +$21.7K +463 +1%