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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
776
Finer Wealth Management
Massachusetts
$1.64M
SWGC
777
Summit Wealth Group (Colorado)
Colorado
$1.64M +$2.37M +3,020 +1,056%
ATC
778
Argent Trust Co
Tennessee
$1.61M -$111K -141 -8%
COI
779
Connable Office Inc
Michigan
$1.61M +$275K +350 +27%
Amundi
780
Amundi
France
$1.59M -$6.78M -8,629 -85%
PP
781
PDS Planning
Ohio
$1.58M +$48K +61 +4%
LAM
782
LOM Asset Management
$1.57M +$438K +557 +52%
N
783
Natixis
France
$1.57M -$5.06M -6,433 -80%
FFS
784
Founders Financial Securities
Maryland
$1.56M +$55.8K +71 +5%
MAWA
785
Moss Adams Wealth Advisors
Washington
$1.55M
SPC
786
Sigma Planning Corp
Michigan
$1.55M +$505K +642 +67%
MCC
787
Malaga Cove Capital
California
$1.54M -$45.6K -58 -4%
PCM
788
Parsons Capital Management
Rhode Island
$1.53M
DAS
789
Dynamic Advisor Solutions
Arizona
$1.5M +$193K +245 +19%
MA
790
Montag & Associates
Georgia
$1.5M -$255K -325 -17%
OCM
791
Orser Capital Management
Texas
$1.49M +$1.21M +1,536 New
VCM
792
Versant Capital Management
Arizona
$1.49M +$126K +160 +12%
SCI
793
Stableford Capital II
Arizona
$1.48M +$3.93K +5 +0.3%
NIP
794
Nicholas Investment Partners
California
$1.48M -$379K -482 -24%
IIM
795
Ironwood Investment Management
Massachusetts
$1.48M +$595K +757 +98%
HI
796
Harrington Investments
California
$1.48M -$31.4K -40 -3%
WQ
797
Wealth Quarterback
New Jersey
$1.48M +$9.43K +12 +0.8%
HH
798
Hilltop Holdings
Texas
$1.47M -$270K -344 -18%
HBW
799
Hazlett, Burt & Watson
West Virginia
$1.46M +$171K +218 +17%
OFS
800
OneAscent Financial Services
Alabama
$1.45M +$357K +454 +43%