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Name Holding Trade Value Shares
Change
Change in
Stake
Mount Yale Investment Advisors
601
Mount Yale Investment Advisors
Colorado
$1.62M +$662K +6,011 +69%
KCM
602
Kathmere Capital Management
Pennsylvania
$1.62M +$8.7K +79 +0.5%
Kingsview Wealth Management
603
Kingsview Wealth Management
Oregon
$1.61M -$36.6K -332 -2%
Wealthspire Advisors (New York)
604
Wealthspire Advisors (New York)
New York
$1.61M +$414K +3,759 +35%
MAM
605
Mystic Asset Management
Rhode Island
$1.61M -$46.3K -420 -3%
6F
606
626 Financial
Michigan
$1.61M – – –
MMPW
607
Mitchell McLeod Pugh & Williams
Alabama
$1.6M -$18.2K -165 -1%
Annex Advisory Services
608
Annex Advisory Services
Wisconsin
$1.57M -$12.3K -112 -0.8%
RP
609
Rice Partnership
Hawaii
$1.56M -$26.2K -238 -2%
Clearstead Advisors
610
Clearstead Advisors
Ohio
$1.56M +$577K +5,241 +59%
BM
611
Berman McAleer
Maryland
$1.56M – – –
RWA Wealth Partners
612
RWA Wealth Partners
Massachusetts
$1.56M +$339K +3,075 +28%
Montag & Associates
613
Montag & Associates
Georgia
$1.56M -$2.75K -25 -0.2%
PS
614
Pensionfund Sabic
Netherlands
$1.55M – – –
HCMT
615
Highland Capital Management (Tennessee)
Tennessee
$1.55M -$47.4K -430 -3%
WA
616
Waddell & Associates
Tennessee
$1.54M +$94.4K +857 +7%
WSC
617
Wellington Shields & Co
New York
$1.53M – – –
AFM
618
Abbot Financial Management
Massachusetts
$1.51M – – –
Atomi Financial Group
619
Atomi Financial Group
New York
$1.51M +$38.2K +347 +3%
MCC
620
Money Concepts Capital
Florida
$1.5M +$40K +363 +3%
ME
621
McIlrath & Eck
Washington
$1.49M -$284K -2,575 -16%
NFC
622
Northstar Financial Companies
Pennsylvania
$1.49M -$296K -2,688 -17%
Cary Street Partners
623
Cary Street Partners
Virginia
$1.48M +$13.8K +125 +0.9%
Panagora Asset Management
624
Panagora Asset Management
Massachusetts
$1.47M – – –
Choreo LLC
625
Choreo LLC
Illinois
$1.47M +$55K +499 +4%