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Name Holding Trade Value Shares
Change
Change in
Stake
ACG
776
Allen Capital Group
Nebraska
$1.75M +$17.1K +72 +0.8%
NW
777
NewEdge Wealth
Pennsylvania
$1.75M -$1.02M -4,295 -33%
CC
778
Chicago Capital
Illinois
$1.75M -$1.65M -6,945 -45%
MAS
779
Meeder Advisory Services
Ohio
$1.75M -$3.79K -16 -0.2%
LAM
780
Lifestyle Asset Management
Texas
$1.73M +$429K +1,809 +27%
AP
781
Americana Partners
Texas
$1.73M -$176K -745 -8%
FMWA
782
Forvis Mazars Wealth Advisors
Missouri
$1.72M -$43.6K -184 -2%
PF
783
Phoenix Financial
Israel
$1.71M +$420K +1,772 +27%
PWW
784
Pettyjohn Wood & White
Virginia
$1.71M -$64.9K -274 -3%
TNA
785
True North Advisors
Texas
$1.68M +$495K +2,091 +34%
TE
786
Tema ETFs
New York
$1.68M +$333K +1,407 +21%
WS
787
Wedbush Securities
California
$1.67M -$131K -551 -6%
SAI
788
Systematic Alpha Investments
New Jersey
$1.66M – – –
RFL
789
RD Finance Ltd
Cyprus
$1.66M – – –
AL
790
Aspiriant LLC
California
$1.65M -$943K -3,982 -33%
KFA
791
Krane Funds Advisors
New York
$1.65M +$450K +1,899 +31%
HI
792
Harbour Investments
Wisconsin
$1.65M +$71.5K +302 +4%
WG
793
Wellington Group
Indiana
$1.65M +$427K +1,803 +29%
EPW
794
Elevated Private Wealth
Wisconsin
$1.64M +$1.9M +8,016 New
TIM
795
Timelo Investment Management
Ontario, Canada
$1.64M +$1.9M +8,000 New
CIC
796
Chase Investment Counsel
Virginia
$1.64M +$1.9M +8,000 New
DIA
797
Dana Investment Advisors
Wisconsin
$1.63M -$5.15M -21,722 -73%
AFWM
798
Arta Finance Wealth Management
California
$1.61M +$712K +3,007 +62%
MP
799
McDonald Partners
Ohio
$1.6M -$11.8K -50 -0.6%
EFS
800
Essex Financial Services
Connecticut
$1.6M -$47.6K -201 -3%