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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1026
Davidson Capital Management
Texas
$720K +$705K +3,389 +30,809%
SIA
1027
Schechter Investment Advisors
Michigan
$718K -$44.8K -215 -6%
FIM
1028
Freedom Investment Management
Connecticut
$717K -$28.1K -135 -4%
4WM
1029
4J Wealth Management
Virginia
$714K -$11.9K -57 -2%
BWP
1030
BSW Wealth Partners
Colorado
$713K -$40.4K -194 -5%
HCA
1031
Heck Capital Advisors
Wisconsin
$711K +$208K +998 +42%
PA
1032
Procyon Advisors
Connecticut
$704K -$408K -1,961 -37%
HGWM
1033
Horst & Graben Wealth Management
Oregon
$703K
OPS
1034
Orion Portfolio Solutions
Nebraska
$702K +$69.3K +333 +11%
WANY
1035
Wealthspire Advisors (New York)
New York
$702K +$301K +1,446 +77%
LC
1036
Lavaca Capital
Texas
$696K -$61K -293 -8%
FFS
1037
Founders Financial Securities
Maryland
$691K +$49.1K +236 +8%
ACM
1038
Ategra Capital Management
Virginia
$689K +$211K +1,014 +45%
RIA
1039
Realta Investment Advisors
Delaware
$688K -$42.3K -203 -6%
TW
1040
TrinityPoint Wealth
Connecticut
$682K -$77.6K -373 -10%
SIM
1041
Sentry Investment Management
Wisconsin
$679K +$8.53K +41 +1%
FFN
1042
Focus Financial Network
Minnesota
$675K -$68.3K -328 -9%
SG
1043
StoneX Group
New York
$675K +$87K +418 +15%
BWM
1044
Buckley Wealth Management
Nevada
$673K -$18.1K -87 -3%
CWAG
1045
Compton Wealth Advisory Group
Virginia
$667K -$126K -605 -16%
CIA
1046
Capital Investment Advisors
Georgia
$664K +$124K +595 +23%
FC
1047
Forte Capital
New York
$664K +$44.1K +212 +7%
NSIM
1048
North Star Investment Management
Illinois
$661K +$4.58K +22 +0.7%
OCM
1049
Orleans Capital Management
Louisiana
$653K -$311K -1,495 -33%
BONST
1050
Bank of Nova Scotia Trust
Ontario, Canada
$651K -$17.7K -85 -3%