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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1001
Peninsula Asset Management
Florida
$2.78M -$9.03K -80 -0.3%
SW
1002
StrongBox Wealth
Missouri
$2.77M -$1.86M -16,510 -38%
WETS
1003
Wealth Enhancement Trust Services
South Dakota
$2.77M +$260K +2,300 +9%
GIA
1004
Gladstone Institutional Advisory
Florida
$2.76M +$255K +2,254 +9%
SG
1005
StoneX Group
New York
$2.74M +$940K +8,324 +45%
CBA
1006
Coastal Bridge Advisors
Connecticut
$2.72M -$51.7K -458 -2%
CA
1007
Cullinan Associates
Kentucky
$2.72M -$682K -6,040 -19%
GIC
1008
Generali Investments CEE
Czech Republic
$2.71M -$231K -2,049 -7%
OneDigital Investment Advisors
1009
OneDigital Investment Advisors
Kansas
$2.7M -$291K -2,579 -9%
CoreCap Advisors
1010
CoreCap Advisors
Michigan
$2.7M +$468K +4,144 +19%
ACMA
1011
Arbor Capital Management (Alaska)
Alaska
$2.69M +$2.99M +26,518 New
First Citizens Bank & Trust
1012
First Citizens Bank & Trust
North Carolina
$2.69M -$649K -5,747 -18%
CAM
1013
Cypress Asset Management
Texas
$2.69M -$128K -1,137 -4%
Sagespring Wealth Partners
1014
Sagespring Wealth Partners
Tennessee
$2.67M -$742K -6,567 -20%
SFO
1015
Stokes Family Office
Louisiana
$2.65M -$236K -2,091 -7%
KPPF
1016
Klein Pavlis & Peasley Financial
California
$2.65M +$387K +3,425 +15%
HAIM
1017
Hunter Associates Investment Management
Pennsylvania
$2.65M +$4.29K +38 +0.1%
HIA
1018
Harbor Investment Advisory
Maryland
$2.64M -$72.9K -646 -2%
Avidian Wealth Enterprises
1019
Avidian Wealth Enterprises
Texas
$2.64M +$1.8M +15,916 +162%
Valeo Financial Advisors
1020
Valeo Financial Advisors
Indiana
$2.64M -$954K -8,451 -25%
SAM
1021
Sectoral Asset Management
Quebec, Canada
$2.63M +$235K +2,080 +9%
CWM
1022
Compass Wealth Management
Connecticut
$2.62M -$93.2K -825 -3%
GWMI
1023
Guardian Wealth Management (Illinois)
Illinois
$2.61M -$4.74K -42 -0.2%
HDIM
1024
Hanson & Doremus Investment Management
Vermont
$2.61M +$533K +4,718 +23%
MAM
1025
Mystic Asset Management
Rhode Island
$2.6M -$12.2K -108 -0.4%