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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
1026
Cove Private Wealth
New York
$898K +$159K +1,005 +21%
MIM
1027
Moseley Investment Management
Florida
$898K +$6.34K +40 +0.7%
PTP
1028
Platform Technology Partners
New York
$891K +$63.4K +400 +8%
DWT
1029
Dorsey & Whitney Trust
South Dakota
$891K -$10.3K -65 -1%
CB
1030
CNB Bank
Pennsylvania
$888K -$278K -1,754 -24%
TA
1031
Tectonic Advisors
Texas
$880K -$2.7K -17 -0.3%
SF
1032
Synovus Financial
Georgia
$878K +$41.1K +259 +5%
IIA
1033
ICW Investment Advisors
Arizona
$877K +$57.6K +363 +7%
A
1034
Argentarii
Ohio
$876K -$71.7K -452 -7%
SWM
1035
Spire Wealth Management
Virginia
$874K -$505K -3,184 -36%
EWM
1036
EPG Wealth Management
Georgia
$872K +$45K +284 +5%
CIP
1037
Capital Insight Partners
Arizona
$870K +$6.34K +40 +0.7%
OC
1038
Oakworth Capital
Alabama
$869K +$1.74K +11 +0.2%
AF
1039
Aviso Financial
Ontario, Canada
$868K +$661K +4,169 +299%
SSA
1040
Schonfeld Strategic Advisors
New York
$865K +$169K +1,063 +24%
IIC
1041
Ironwood Investment Counsel
Arizona
$864K +$12.7K +80 +1%
MP
1042
McDonald Partners
Ohio
$861K -$15.9K -100 -2%
KP
1043
Keel Point
Alabama
$856K +$476 +3 +0.1%
NRD
1044
Nebula Research & Development
New York
$853K -$1.04M -6,570 -55%
PPWP
1045
Premier Path Wealth Partners
New Jersey
$844K -$21.4K -135 -2%
OIA
1046
OneDigital Investment Advisors
Kansas
$838K +$33.8K +213 +4%
OWA
1047
Outlook Wealth Advisors
Texas
$837K -$3.33K -21 -0.4%
VFA
1048
Valeo Financial Advisors
Indiana
$835K -$276K -1,739 -25%
AWE
1049
Avidian Wealth Enterprises
Texas
$826K +$236K +1,491 +39%
OCM
1050
Orser Capital Management
Texas
$821K -$249K -1,573 -23%