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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
176
Delta Asset Management
Tennessee
$83K
MA
177
Modus Advisors
Minnesota
$80.1K +$86.6K +5,600 New
BCWM
178
Bartlett & Co Wealth Management
Ohio
$77.3K
AF
179
Allworth Financial
California
$76.1K +$6.12K +396 +8%
HT
180
Headlands Technologies
Illinois
$74.1K +$80.1K +5,177 New
AAG
181
Armstrong Advisory Group
Massachusetts
$70.5K
PA
182
Parallel Advisors
California
$64.4K -$6.34K -410 -8%
CA
183
Clearstead Advisors
Ohio
$64.2K -$17K -1,101 -20%
GRP
184
Global Retirement Partners
California
$60K -$10.4K -672 -14%
PTC
185
Private Trust Company
Ohio
$57.8K -$12.1K -781 -16%
RCM
186
Raleigh Capital Management
North Carolina
$57.2K +$61.9K +4,000 New
HDIM
187
Hanson & Doremus Investment Management
Vermont
$52K -$10.8K -700 -16%
NL
188
NVWM LLC
Pennsylvania
$51.5K
TH
189
TCTC Holdings
Texas
$51.5K
RS
190
R Squared
Hong Kong
$48.5K +$52.4K +3,390 New
EAM
191
Empirical Asset Management
Massachusetts
$46.7K +$526K +34,006 New
FFA
192
Farther Finance Advisors
California
$44.8K +$21.9K +1,414 +82%
WPWM
193
Western Pacific Wealth Management
Illinois
$42.9K
FUBT
194
First United Bank & Trust
Maryland
$41.1K
RIL
195
Rothschild Investment LLC
Illinois
$40K +$10.6K +683 +32%
PAM
196
Parvin Asset Management
South Dakota
$39.4K +$42.5K +2,750 New
SPIA
197
Steward Partners Investment Advisory
New York
$36.9K
BTI
198
Blue Trust Inc
Georgia
$36.4K -$14.9K -963 -27%
PCM
199
Perritt Capital Management
Illinois
$35.9K
CIAM
200
Caitong International Asset Management
Hong Kong
$34.9K +$37.7K +2,436 New