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Name Holding Trade Value Shares
Change
Change in
Stake
MA
576
Montag & Associates
Georgia
$764K
KPWS
577
Kestra Private Wealth Services
Texas
$757K -$709 -13 -0.1%
BCM
578
BTC Capital Management
Iowa
$751K -$8.72K -160 -1%
PWP
579
Principle Wealth Partners
Connecticut
$742K +$164 +3 +0%
IC
580
Inscription Capital
Texas
$742K +$754K +13,830 New
MAM
581
Meeder Asset Management
Ohio
$740K -$4.39M -80,589 -85%
KIC
582
Keating Investment Counselors
Florida
$738K
HAG
583
HighPoint Advisor Group
Illinois
$733K +$66.7K +1,224 +10%
GT
584
Greenleaf Trust
Michigan
$729K +$14.8K +272 +2%
WANY
585
Wealthspire Advisors (New York)
New York
$728K -$343K -6,298 -32%
CT
586
Caldwell Trust
Florida
$724K +$54.5K +1,000 +8%
GI
587
Gradient Investments
Minnesota
$714K +$872 +16 +0.1%
MSFS
588
Main Street Financial Solutions
Pennsylvania
$714K +$12.4K +228 +2%
SEC
589
Seven Eight Capital
New York
$701K -$597K -10,940 -46%
SAM
590
Sompo Asset Management
Japan
$692K +$45.8K +840 +7%
WOC
591
West Oak Capital
California
$689K
EWA
592
Exencial Wealth Advisors
Oklahoma
$673K -$132K -2,414 -16%
PAG
593
Private Advisor Group
New Jersey
$671K +$71.7K +1,315 +12%
Jones Financial Companies
594
Jones Financial Companies
Missouri
$663K -$110K -2,021 -14%
GFPC
595
Global Financial Private Client
Florida
$662K +$157K +2,887 +31%
RCAG
596
Rehmann Capital Advisory Group
Michigan
$654K +$491 +9 +0.1%
Los Angeles Capital Management
597
Los Angeles Capital Management
California
$648K -$5.33M -97,800 -89%
CBFP
598
Cedar Brook Financial Partners
Ohio
$644K +$45.7K +838 +8%
CAAS
599
Capital Asset Advisory Services
Michigan
$643K +$75.3K +1,381 +13%
MRCM
600
M&R Capital Management
New Jersey
$642K -$21.8K -400 -3%