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Name Holding Trade Value Shares
Change
Change in
Stake
WI
451
Wahed Invest
New York
$753K +$110K +506 +18%
CC
452
Callan Capital
California
$747K +$39.1K +180 +6%
ASN
453
Advisory Services Network
Georgia
$743K -$99.3K -457 -12%
DADC
454
D.A. Davidson & Co
Montana
$741K +$253K +1,165 +57%
AGP
455
Autumn Glory Partners
Texas
$738K – – –
UWS
456
Unique Wealth Strategies
Illinois
$734K – – –
HKAM
457
Horizon Kinetics Asset Management
New York
$724K – – –
KFC
458
Klingenstein Fields & Co
New York
$708K -$16.3K -75 -2%
RWP
459
RWA Wealth Partners
Massachusetts
$708K -$7.17K -33 -1%
GCP
460
GSA Capital Partners
United Kingdom
$707K -$16.3K -75 -2%
NA
461
NewEdge Advisors
Louisiana
$699K -$77.8K -358 -11%
QCM
462
QRG Capital Management
Illinois
$698K +$82.1K +378 +14%
FFM
463
Forum Financial Management
Illinois
$697K +$217 +1 +0%
AIM
464
Aquila Investment Management
New York
$695K – – –
KIA
465
KCM Investment Advisors
California
$682K -$1.96K -9 -0.3%
YIH
466
Y-Intercept (HK)
Hong Kong
$682K +$639K +2,940 New
KCM
467
Kennedy Capital Management
Missouri
$681K +$134K +618 +27%
CIM
468
CIM Investment Management
Pennsylvania
$679K -$3.69K -17 -0.6%
KAS
469
Kestra Advisory Services
Texas
$676K +$6.08K +28 +1%
RJT
470
Raymond James Trust
Florida
$675K -$12K -55 -2%
MWM
471
Massachusetts Wealth Management
Massachusetts
$672K -$10.9K -50 -2%
FIM
472
Fernwood Investment Management
Massachusetts
$668K -$652 -3 -0.1%
AFG
473
Allegheny Financial Group
Pennsylvania
$663K +$622K +2,860 New
NBT
474
Northwest Bank & Trust
Iowa
$656K -$93.2K -429 -13%
PWG
475
Portside Wealth Group
Utah
$648K -$4.35K -20 -0.7%