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Name Holding Trade Value Shares
Change
Change in
Stake
C
551
Certuity
Florida
$426K +$97.9K +886 +31%
SF
552
Slagle Financial
Illinois
$422K -$13.2K -119 -3%
AC
553
Apella Capital
Connecticut
$414K -$2.76K -25 -0.7%
WHG
554
Westwood Holdings Group
Texas
$411K +$402K +3,640 New
EWM
555
Evercore Wealth Management
New York
$407K -$7.74K -70 -2%
SG
556
StoneX Group
New York
$402K +$391K +3,534 New
Fisher Asset Management
557
Fisher Asset Management
Washington
$402K +$393K +3,552 New
SWM
558
Segment Wealth Management
Texas
$400K +$100K +905 +34%
HIS
559
Harvest Investment Services
Illinois
$395K +$4.53K +41 +1%
WWMSC
560
Wagner Wealth Management (South Carolina)
South Carolina
$395K +$2.43K +22 +0.6%
NWAG
561
Net Worth Advisory Group
Utah
$394K +$6.19K +56 +2%
PWA
562
Physician Wealth Advisors
Utah
$392K +$1.1K +10 +0.3%
JCM
563
Jacobi Capital Management
Pennsylvania
$389K +$1.22K +11 +0.3%
IFG
564
Independent Financial Group
California
$386K +$162K +1,468 +75%
EPW
565
Endeavor Private Wealth
Kansas
$385K -$59.1K -535 -14%
HIP
566
HUB Investment Partners
Texas
$385K +$108K +979 +40%
RAM
567
Ramirez Asset Management
New York
$384K – – –
WANY
568
Wealthspire Advisors (New York)
New York
$378K -$12.6K -114 -3%
BCM
569
Brookstone Capital Management
Illinois
$377K +$10.7K +97 +3%
DWM
570
Drive Wealth Management
Utah
$373K -$5.3K -48 -1%
AFG
571
Atomi Financial Group
New York
$371K +$57.8K +523 +19%
CRC
572
Curi RMB Capital
Illinois
$362K -$1.99K -18 -0.6%
SWP
573
Sagespring Wealth Partners
Tennessee
$357K +$61.2K +554 +21%
SC
574
Saiph Capital
New Jersey
$351K +$344K +3,109 New
MWM
575
Mindset Wealth Management
Indiana
$349K – – –