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Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
601
Laurel Wealth Advisors (California)
California
$844K -$4.76K -76 -0.6%
CTFG
602
Capstone Triton Financial Group
Oklahoma
$844K +$82.3K +1,314 +10%
LFAS
603
Level Four Advisory Services
Texas
$839K -$99.2K -1,584 -11%
KFA
604
Krane Funds Advisors
New York
$838K +$427K +6,821 +110%
FLPIM
605
F.L. Putnam Investment Management
Massachusetts
$806K -$245K -3,919 -24%
EF
606
Empirical Finance
Pennsylvania
$798K +$75.1K +1,199 +11%
MRCM
607
M&R Capital Management
New Jersey
$796K +$85.1K +1,360 +12%
CPWA
608
Cerro Pacific Wealth Advisors
California
$795K +$10.9K +174 +1%
Koshinski Asset Management
609
Koshinski Asset Management
Illinois
$794K -$15.6K -249 -2%
VAM
610
Verity Asset Management
North Carolina
$792K +$18.2K +291 +2%
PWP
611
Principle Wealth Partners
Connecticut
$790K +$125 +2 +0%
OWM
612
OneAscent Wealth Management
Alabama
$778K -$88.7K -1,417 -10%
MCM
613
Mendel Capital Management
Arkansas
$778K +$37.8K +604 +5%
EWM
614
Empirical Wealth Management
Washington
$775K -$297K -4,748 -28%
RCAG
615
Rehmann Capital Advisory Group
Michigan
$771K -$9.02K -144 -1%
ATI
616
Act Two Investors
California
$766K – – –
LWM
617
Laidlaw Wealth Management
New York
$759K +$738K +11,781 New
CT
618
Cambridge Trust
Massachusetts
$758K -$15.7K -250 -2%
AWS
619
Atria Wealth Solutions
New York
$753K +$1.84M +29,424 New
IC
620
IEQ Capital
California
$752K +$88.2K +1,408 +14%
TFS
621
TrustCore Financial Services
Tennessee
$747K +$14.9K +238 +2%
SFO
622
Stokes Family Office
Louisiana
$744K -$12.5K -199 -2%
JIC
623
Joel Isaacson & Co
New York
$743K – – –
QI
624
Qtron Investments
Massachusetts
$741K -$222K -3,543 -24%
BSW
625
Buckingham Strategic Wealth
Missouri
$739K +$28K +448 +4%