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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
701
Premier Path Wealth Partners
New Jersey
$1.68M -$116K -671 -6%
PP
702
Pingora Partners
Wyoming
$1.68M -$865 -5 -0.1%
LFA
703
Legacy Financial Advisors
Kentucky
$1.67M -$199K -1,152 -11%
Caption Management
704
Caption Management
Oklahoma
$1.67M +$1.7M +9,800 New
IEQ Capital
705
IEQ Capital
California
$1.66M +$77.4K +447 +5%
Evercore Wealth Management
706
Evercore Wealth Management
New York
$1.66M +$10.4K +60 +0.6%
Ashton Thomas Private Wealth
707
Ashton Thomas Private Wealth
Arizona
$1.66M +$296K +1,710 +21%
FDP
708
Financiere des Professionnels
Quebec, Canada
$1.65M -$69.6K -402 -4%
ATS
709
Ashton Thomas Securities
New York
$1.65M -$40.8K -236 -2%
MAS
710
Meeder Advisory Services
Ohio
$1.65M +$52.6K +304 +3%
SCM
711
SOL Capital Management
Maryland
$1.64M +$26K +150 +2%
WE
712
Wealth Effects
Massachusetts
$1.64M +$27.7K +160 +2%
Apella Capital
713
Apella Capital
Connecticut
$1.64M +$264K +1,524 +18%
WPC
714
White Pine Capital
Minnesota
$1.64M +$13.3K +77 +0.8%
EW
715
Evoke Wealth
California
$1.63M +$43.1K +249 +3%
DI
716
Diligent Investors
California
$1.63M – – –
Chicago Capital
717
Chicago Capital
Illinois
$1.63M +$830K +4,793 +101%
TLCM
718
Twin Lakes Capital Management
California
$1.62M -$72K -416 -4%
Clearstead Advisors
719
Clearstead Advisors
Ohio
$1.62M +$15.8K +91 +1%
Callan Family Office
720
Callan Family Office
Pennsylvania
$1.61M +$771K +4,457 +89%
Pure Financial Advisors
721
Pure Financial Advisors
California
$1.61M +$491K +2,837 +43%
GWM
722
Gibbs Wealth Management
Georgia
$1.61M +$333K +1,922 +26%
Geneos Wealth Management
723
Geneos Wealth Management
Colorado
$1.6M +$647K +3,739 +66%
MFS
724
Madrona Financial Services
Washington
$1.6M -$72.9K -421 -4%
Ethic Inc
725
Ethic Inc
New York
$1.6M +$147K +849 +10%