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Name Holding Trade Value Shares
Change
Change in
Stake
CW
951
CreativeOne Wealth
Kansas
$1.54M +$16.2K +71 +0.9%
PVI
952
Pine Valley Investments
New Jersey
$1.54M +$29.1K +128 +2%
AAM
953
Aureus Asset Management
Massachusetts
$1.53M -$2.21M -9,692 -56%
DAS
954
Dynamic Advisor Solutions
Arizona
$1.53M +$49.6K +218 +3%
HIC
955
Holderness Investments Company
North Carolina
$1.53M
DWP
956
Daymark Wealth Partners
Ohio
$1.53M +$220K +968 +14%
NFSG
957
Newbridge Financial Services Group
Florida
$1.53M +$440K +1,932 +34%
CCM
958
Cullen Capital Management
New York
$1.53M -$37.6K -165 -2%
TCM
959
Triumph Capital Management
Colorado
$1.52M -$105K -462 -6%
HCM
960
Hutchinson Capital Management
California
$1.51M
BI
961
Ballast Inc
Kentucky
$1.51M +$44.6K +196 +3%
FPL
962
Fortress Private Ledger
North Carolina
$1.5M -$43.5K -191 -2%
CIAS
963
Capital Investment Advisory Services
North Carolina
$1.5M +$178K +780 +12%
JKA
964
Jones Kertz & Associates
Minnesota
$1.5M
TPCW
965
TD Private Client Wealth
New York
$1.49M +$47.1K +207 +3%
CCFM
966
Clear Creek Financial Management
Washington
$1.48M -$500K -2,196 -23%
WWG
967
West Wealth Group
California
$1.47M +$26.2K +115 +2%
FCH
968
Freestone Capital Holdings
Washington
$1.47M -$171K -752 -9%
RCG
969
Regatta Capital Group
California
$1.46M +$148K +652 +10%
GAM
970
Gotham Asset Management
New York
$1.46M +$136K +597 +9%
SAM
971
Smartleaf Asset Management
Massachusetts
$1.46M +$405K +1,777 +30%
SAI
972
Savvy Advisors Inc
New York
$1.46M +$348K +1,530 +26%
DE
973
Diversified Enterprises
Delaware
$1.46M +$1.18M +5,178 +241%
HBT
974
Hills Bank & Trust
Iowa
$1.45M -$183K -805 -10%
WTB
975
Washington Trust Bank
Washington
$1.45M +$170K +748 +11%