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Name Holding Trade Value Shares
Change
Change in
Stake
GT
1176
Glenview Trust
Kentucky
$659K -$147K -500 -20%
ACA
1177
Atlas Capital Advisors
Wyoming
$655K -$267K -908 -31%
OA
1178
Oxbow Advisors
Texas
$654K +$318K +1,080 +120%
WMA
1179
Wealth Management Associates
New Jersey
$653K
RWA
1180
Ropes Wealth Advisors
Massachusetts
$644K +$162K +550 +39%
TCM
1181
Tributary Capital Management
Nebraska
$640K -$8.83K -30 -2%
APW
1182
Acima Private Wealth
Virginia
$639K
EWM
1183
Endurance Wealth Management
Rhode Island
$637K +$10.9K +37 +2%
RWA
1184
Redhawk Wealth Advisors
Minnesota
$627K -$11.5K -39 -2%
PGCM
1185
Prescott Group Capital Management
Oklahoma
$627K
CA
1186
Continuum Advisory
Idaho
$625K +$6.47K +22 +1%
AF
1187
Apexium Financial
Texas
$622K +$555K +1,885 New
AWM
1188
Avior Wealth Management
Nebraska
$619K +$33K +112 +6%
WP
1189
WealthPLAN Partners
Nebraska
$617K -$19.4K -66 -4%
EP
1190
Eudaimonia Partners
Tennessee
$616K +$550K +1,868 New
BCWM
1191
Bartlett & Co Wealth Management
Ohio
$615K +$24.4K +83 +5%
CIAS
1192
Capital Investment Advisory Services
North Carolina
$614K +$3.83K +13 +0.7%
OPS
1193
Orion Portfolio Solutions
Nebraska
$612K +$546K +1,856 New
BP
1194
BBR Partners
New York
$608K +$543K +1,845 New
QT
1195
Quantbot Technologies
New York
$606K +$541K +1,840 New
LS
1196
Leelyn Smith
Illinois
$602K +$532K +1,808 New
SFG
1197
StrategIQ Financial Group
Indiana
$601K +$2.35K +8 +0.4%
EWM
1198
Empirical Wealth Management
Washington
$600K +$2.35K +8 +0.4%
PFGIA
1199
Patriot Financial Group Insurance Agency
Massachusetts
$600K +$124K +422 +30%
PHAM
1200
Palisades Hudson Asset Management
Florida
$599K