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Name Holding Trade Value Shares
Change
Change in
Stake
WF
926
WoodTrust Financial
Wisconsin
$1.22M -$47.6K -300 -4%
SC
927
Syon Capital
California
$1.22M +$1.74K +11 +0.1%
RWPA
928
Richard W. Paul & Associates
Michigan
$1.22M +$50.3K +317 +4%
SB
929
Simmons Bank
Arkansas
$1.21M -$17.9K -113 -1%
LGWM
930
Litman Gregory Wealth Management
California
$1.21M +$1.23M +7,762 New
AFG
931
Atomi Financial Group
New York
$1.21M +$81.5K +514 +7%
MC
932
Machina Capital
France
$1.2M +$1.22M +7,694 New
PCA
933
Peddock Capital Advisors
Massachusetts
$1.19M +$34.4K +217 +3%
FHA
934
Flagship Harbor Advisors
Massachusetts
$1.19M +$35.2K +222 +3%
LNWWM
935
Laird Norton Wetherby Wealth Management
California
$1.19M +$1.2M +7,599 New
BRWA
936
B. Riley Wealth Advisors
Florida
$1.18M +$1.2M +7,586 New
KTM
937
Keeler Thomas Management
Utah
$1.18M +$1.2M +7,556 New
HTI
938
Hikari Tsushin Inc
Japan
$1.18M +$1.2M +7,544 New
AT
939
AMF Tjänstepension
Sweden
$1.17M -$13.5M -85,375 -92%
CPA
940
Capital Planning Advisors
California
$1.16M -$297K -1,872 -20%
WAG
941
Wallace Advisory Group
California
$1.16M +$225K +1,422 +25%
TP
942
Tranquility Partners
Tennessee
$1.16M -$31.6K -199 -3%
SB
943
SIG Brokerage
New York
$1.15M -$646K -4,076 -36%
VWM
944
Venturi Wealth Management
Texas
$1.15M -$771K -4,862 -40%
CCWM
945
Correct Capital Wealth Management
Missouri
$1.14M +$1.16M +7,340 New
TCPG
946
Trivant Custom Portfolio Group
California
$1.13M -$10.3K -65 -0.9%
FPAS
947
Focus Partners Advisor Solutions
Missouri
$1.13M +$422K +2,662 +58%
TPW
948
Transatlantique Private Wealth
New York
$1.13M +$49.6K +313 +5%
CNBT
949
Canandaigua National Bank & Trust
New York
$1.12M -$47.4K -299 -4%
IAA
950
Independent Advisor Alliance
North Carolina
$1.12M -$49.8K -314 -4%