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Name Holding Trade Value Shares
Change
Change in
Stake
RT
501
Rockland Trust
Massachusetts
$218K +$32.3K +1,700 +16%
NP
502
NorthRock Partners
Minnesota
$217K +$42.3K +2,223 +22%
AWS
503
Atria Wealth Solutions
New York
$217K -$32.6K -1,717 -12%
HBT
504
Heartland Bank & Trust
Illinois
$217K +$9.73K +512 +4%
AFT
505
Alpha Family Trust
California
$215K – – –
ZB
506
Zions Bancorporation
Utah
$213K -$56.9K -2,995 -20%
BP
507
Ballentine Partners
Massachusetts
$213K +$7.19K +378 +3%
AWE
508
Avidian Wealth Enterprises
Texas
$208K +$225K +11,840 New
HI
509
Horizon Investments
North Carolina
$200K +$12.7K +668 +6%
HCM
510
Howland Capital Management
Massachusetts
$200K – – –
Aviva
511
Aviva
United Kingdom
$200K +$22.8K +1,200 +12%
MW
512
Marcum Wealth
Ohio
$197K -$2.89K -152 -1%
OCM
513
One Capital Management
California
$195K +$212K +11,125 New
VSQM
514
V-Square Quantitative Management
Illinois
$192K -$7.83K -412 -4%
NS
515
NBC Securities
Alabama
$192K +$72.8K +3,830 +54%
EI
516
EDMP Inc
Florida
$191K – – –
GHAM
517
Gilman Hill Asset Management
Connecticut
$189K +$204K +10,750 New
PA
518
Parallel Advisors
California
$187K +$13.9K +733 +7%
A
519
Allianz
Germany
$186K +$202K +10,608 New
SFA
520
Seneca Financial Advisors
New York
$183K – – –
QCM
521
QRG Capital Management
Illinois
$182K -$62.6K -3,292 -24%
EF
522
Empowered Funds
Pennsylvania
$182K -$2.18M -114,396 -92%
FAG
523
Fortitude Advisory Group
Washington
$180K -$7.81K -411 -4%
MAS
524
Meeder Advisory Services
Ohio
$179K +$194K +10,216 New
BRWA
525
B. Riley Wealth Advisors
Florida
$179K +$193K +10,163 New