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Name Holding Trade Value Shares
Change
Change in
Stake
CTFG
601
Capstone Triton Financial Group
Oklahoma
$844K +$82.3K +1,314 +10%
LFAS
602
Level Four Advisory Services
Texas
$839K -$99.2K -1,584 -11%
KFA
603
Krane Funds Advisors
New York
$838K +$427K +6,821 +110%
FLPIM
604
F.L. Putnam Investment Management
Massachusetts
$806K -$245K -3,919 -24%
EF
605
Empirical Finance
Pennsylvania
$798K +$75.1K +1,199 +11%
MRCM
606
M&R Capital Management
New Jersey
$796K +$85.1K +1,360 +12%
CPWA
607
Cerro Pacific Wealth Advisors
California
$795K +$10.9K +174 +1%
Koshinski Asset Management
608
Koshinski Asset Management
Illinois
$794K -$15.6K -249 -2%
VAM
609
Verity Asset Management
North Carolina
$792K +$18.2K +291 +2%
PWP
610
Principle Wealth Partners
Connecticut
$790K +$125 +2 +0%
OWM
611
OneAscent Wealth Management
Alabama
$778K -$88.7K -1,417 -10%
MCM
612
Mendel Capital Management
Arkansas
$778K +$37.8K +604 +5%
EWM
613
Empirical Wealth Management
Washington
$775K -$297K -4,748 -28%
RCAG
614
Rehmann Capital Advisory Group
Michigan
$771K -$9.02K -144 -1%
ATI
615
Act Two Investors
California
$766K
LWM
616
Laidlaw Wealth Management
New York
$759K +$738K +11,781 New
CT
617
Cambridge Trust
Massachusetts
$758K -$15.7K -250 -2%
AWS
618
Atria Wealth Solutions
New York
$753K +$1.84M +29,424 New
IC
619
IEQ Capital
California
$752K +$88.2K +1,408 +14%
TFS
620
TrustCore Financial Services
Tennessee
$747K +$14.9K +238 +2%
SFO
621
Stokes Family Office
Louisiana
$744K -$12.5K -199 -2%
JIC
622
Joel Isaacson & Co
New York
$743K
QI
623
Qtron Investments
Massachusetts
$741K -$222K -3,543 -24%
BSW
624
Buckingham Strategic Wealth
Missouri
$739K +$28K +448 +4%
FF
625
FourThought Financial
Florida
$737K -$24.6K -393 -3%