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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
1851
WR Wealth Planners
Missouri
$587K -$72.4K -138 -11%
CWM
1852
Calamos Wealth Management
Illinois
$587K -$67.7K -129 -10%
WA
1853
Waverly Advisors
Alabama
$584K +$199K +380 +50%
WAAG
1854
Wealth Alliance Advisory Group
Kansas
$583K +$600K +1,144 New
NGA
1855
Naples Global Advisors
Florida
$580K -$23.6K -45 -4%
CWG
1856
Crown Wealth Group
North Carolina
$578K -$7.87K -15 -1%
MG
1857
Marex Group
$578K +$168K +321 +39%
AWM
1858
Atticus Wealth Management
Florida
$578K -$21.5K -41 -3%
DC
1859
Dantai Capital
Hong Kong
$577K +$164K +312 +38%
PFG
1860
PAX Financial Group
Texas
$577K -$56.7K -108 -9%
AR
1861
Advisory Research
Illinois
$577K +$99.7K +190 +20%
CCM
1862
Crabel Capital Management
California
$574K +$590K +1,125 New
KC
1863
Knuff & Co
California
$573K
NG
1864
Northstar Group
New York
$573K
IP
1865
Investment Partners
Ohio
$572K +$13.1K +25 +2%
APW
1866
Austin Private Wealth
Texas
$572K +$18.9K +36 +3%
PWMG
1867
Provence Wealth Management Group
California
$572K +$95.5K +182 +19%
GCM
1868
Goldstream Capital Management
Hong Kong
$571K +$137K +262 +31%
ST
1869
Somerset Trust
Pennsylvania
$565K +$38.3K +73 +7%
RT
1870
Rockland Trust
Massachusetts
$564K +$23.1K +44 +4%
TC
1871
TwinBeech Capital
New York
$564K +$580K +1,106 New
PBC
1872
Pavion Blue Capital
California
$562K
SFG
1873
Sovereign Financial Group
Connecticut
$561K -$517K -985 -47%
KA
1874
Kozak & Associates
Colorado
$561K +$2.1K +4 +0.4%
GAA
1875
Global Assets Advisory
Florida
$559K +$576K +1,097 New