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Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
401
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.65M -$113K -425 -8%
APWM
402
Argonautica Private Wealth Management
Massachusetts
$1.64M +$104K +391 +9%
VIS
403
Vega Investment Solutions
France
$1.64M -$1.75M -6,588 -59%
HA
404
Huntleigh Advisors
Missouri
$1.62M
AF
405
Alerus Financial
North Dakota
$1.62M -$982K -3,693 -45%
AWA
406
Arkadios Wealth Advisors
Georgia
$1.62M -$7.45K -28 -0.6%
AI
407
Atria Investments
North Carolina
$1.61M +$808K +3,038 +203%
LSPW
408
Lake Street Private Wealth
Illinois
$1.61M -$234K -879 -16%
PGH
409
Partners Group Holding
Switzerland
$1.56M -$2.79M -10,500 -70%
GSWM
410
Golden State Wealth Management
California
$1.55M -$114K -428 -9%
PI
411
PFG Investments
New York
$1.55M -$1.92M -7,208 -62%
MWM
412
Meridian Wealth Management
Kentucky
$1.52M +$267K +1,003 +30%
IWM
413
IHT Wealth Management
Illinois
$1.52M +$25.3K +95 +2%
Vanguard Personalized Indexing Management
414
Vanguard Personalized Indexing Management
California
$1.5M -$14.1K -53 -1%
BAM
415
Belpointe Asset Management
Nevada
$1.5M -$283K -1,066 -20%
FCA
416
Fortis Capital Advisors
Kansas
$1.5M -$283K -1,066 -20%
BOM
417
Bank of Marin
California
$1.49M -$417K -1,570 -27%
JF
418
Joule Financial
Kentucky
$1.49M +$1.12M +4,195 New
TC
419
TownSquare Capital
Utah
$1.48M +$1.11M +4,172 New
FAOAI
420
Fund Advisors of America Inc
Florida
$1.47M -$220K -827 -17%
KIA
421
KCM Investment Advisors
California
$1.47M -$26.6K -100 -2%
HIP
422
HUB Investment Partners
Texas
$1.47M +$531K +1,996 +93%
LTM
423
Lotus Technology Management
Florida
$1.46M +$688K +2,587 +169%
OGC
424
Oak Grove Capital
New Hampshire
$1.45M -$425K -1,600 -28%
CWM
425
Cornerstone Wealth Management
Missouri
$1.45M -$8.24K -31 -0.8%