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Name Holding Trade Value Shares
Change
Change in
Stake
IA
376
Inspire Advisors
Idaho
$794K +$61.7K +466 +9%
CWM
377
Circle Wealth Management
New Jersey
$793K -$90.5K -683 -11%
MWPCG
378
Measured Wealth Private Client Group
New Hampshire
$761K -$27.3K -206 -4%
SRC
379
Sage Rhino Capital
California
$760K +$14.3K +108 +2%
FRM
380
Fox Run Management
Connecticut
$747K +$125K +944 +22%
LFA
381
Legacy Financial Advisors
Kentucky
$740K +$682K +5,149 New
GFP
382
Gryphon Financial Partners
Ohio
$732K +$16.8K +127 +3%
LA
383
LBP AM
France
$728K -$7.49M -56,544 -92%
ACA
384
Atlas Capital Advisors
Wyoming
$708K +$652K +4,925 New
AC
385
AlphaCore Capital
California
$708K -$19.1K -144 -3%
PS
386
Principal Securities
Iowa
$696K +$141K +1,067 +28%
DWT
387
Dorsey & Whitney Trust
South Dakota
$685K -$1.06K -8 -0.2%
DAS
388
Diversify Advisory Services
Utah
$677K -$107K -808 -15%
CFO
389
Callan Family Office
Pennsylvania
$670K +$68.2K +515 +12%
NA
390
NewEdge Advisors
Louisiana
$657K +$601K +4,538 +13,347%
IAN
391
Integrated Advisors Network
Texas
$655K -$172K -1,300 -22%
LCGC
392
Legacy Capital Group California
California
$652K +$601K +4,534 New
1832 Asset Management
393
1832 Asset Management
Ontario, Canada
$647K +$596K +4,500 New
WFA
394
WJ Financial Advisors
Connecticut
$614K -$1.32K -10 -0.2%
ECM
395
Evergreen Capital Management
Washington
$614K +$42.1K +318 +8%
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$604K -$7.02K -53 -1%
WCM
397
Winthrop Capital Management
Indiana
$599K -$27K -204 -5%
NP
398
Ninepoint Partners
Ontario, Canada
$589K +$413K +3,115 +317%
CIA
399
Concurrent Investment Advisors
Florida
$581K +$31.7K +239 +6%
PA
400
Pinnacle Associates
New York
$577K