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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
1076
Legacy Wealth Asset Management
Minnesota
$1.7M +$254K +746 +18%
Independent Financial Group
1077
Independent Financial Group
California
$1.69M +$502K +1,476 +44%
CB
1078
Cadence Bank
Mississippi
$1.69M +$8.5K +25 +0.5%
OSNBOA
1079
Old Second National Bank of Aurora
Illinois
$1.69M -$23.5K -69 -1%
Venture Visionary Partners
1080
Venture Visionary Partners
Ohio
$1.68M -$66.7K -196 -4%
IPW
1081
Impact Partnership Wealth
Georgia
$1.68M +$688K +2,023 +73%
MCRM
1082
Midway Capital Research & Management
Illinois
$1.67M +$1.62M +4,776 New
EPW
1083
Elevated Private Wealth
Wisconsin
$1.66M +$1.62M +4,751 New
MCM
1084
Mattern Capital Management
Colorado
$1.66M +$360K +1,058 +29%
IRAG
1085
Investment Research & Advisory Group
Georgia
$1.65M -$6.12K -18 -0.4%
RS
1086
Rakuten Securities
Japan
$1.64M +$176K +517 +12%
Advisors Capital Management
1087
Advisors Capital Management
New Jersey
$1.64M -$198K -582 -11%
UWS
1088
Unique Wealth Strategies
Illinois
$1.64M +$54.4K +160 +4%
FI
1089
Fosun International
China
$1.63M – – –
CF
1090
Conquis Financial
California
$1.62M – – –
CNBTD
1091
Citizens National Bank Trust Department
Mississippi
$1.62M -$109K -321 -6%
WA
1092
WP Advisors
California
$1.62M +$616K +1,810 +64%
FRA
1093
Frank Rimerman Advisors
California
$1.62M +$14.3K +42 +0.9%
F.L. Putnam Investment Management
1094
F.L. Putnam Investment Management
Massachusetts
$1.61M -$227K -668 -13%
Whittier Trust
1095
Whittier Trust
California
$1.61M -$350K -1,029 -18%
WP
1096
WealthPLAN Partners
Nebraska
$1.61M -$422K -1,241 -21%
QI
1097
Qtron Investments
Massachusetts
$1.61M -$48K -141 -3%
Sigma Planning Corp
1098
Sigma Planning Corp
Michigan
$1.6M +$138K +406 +10%
Capital Investment Advisors
1099
Capital Investment Advisors
Georgia
$1.6M -$445K -1,308 -22%
Axa
1100
Axa
France
$1.59M +$192K +566 +14%