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Name Holding Trade Value Shares
Change
Change in
Stake
NL
1076
NWAM LLC
Washington
$246K -$31.5K -166 -11%
GPA
1077
Guerra Pan Advisors
New Jersey
$245K
AIM
1078
AMI Investment Management
Indiana
$243K -$53.4K -281 -17%
NP
1079
NorthRock Partners
Minnesota
$243K -$45.6K -240 -15%
HFG
1080
Heron Financial Group
New York
$242K -$73.9K -389 -23%
OWM
1081
OneAscent Wealth Management
Alabama
$240K -$98.2K -517 -28%
SDWMA
1082
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K
NFC
1083
Northeast Financial Consultants
Connecticut
$239K +$250K +1,315 New
GAM
1084
Gould Asset Management
California
$238K
Fisher Asset Management
1085
Fisher Asset Management
Washington
$237K -$21.8K -115 -8%
SPP
1086
Single Point Partners
Massachusetts
$237K -$15.6K -82 -6%
AAP
1087
Arax Advisory Partners
Colorado
$237K +$10.1K +53 +4%
IWM
1088
IHT Wealth Management
Illinois
$237K +$247K +1,301 New
AWA
1089
Arete Wealth Advisors
Illinois
$237K +$247K +1,302 New
PWMAG
1090
Pinnacle Wealth Management Advisory Group
New Jersey
$236K +$246K +1,295 New
BG
1091
Bollard Group
Massachusetts
$235K
AWE
1092
Avidian Wealth Enterprises
Texas
$235K +$760 +4 +0.3%
DCM
1093
DGS Capital Management
New Jersey
$234K
LA
1094
Legacy Advisors
Pennsylvania
$233K +$190 +1 +0.1%
AUB
1095
Atlantic Union Bankshares
Virginia
$232K
NSB
1096
Norway Savings Bank
Maine
$231K
AFS
1097
Axiom Financial Strategies
Indiana
$230K -$6.08K -32 -2%
CPIG
1098
Chicago Partners Investment Group
Illinois
$230K +$380 +2 +0.2%
RCA
1099
Resonant Capital Advisors
Wisconsin
$229K +$7.97K +42 +3%
PP
1100
PDS Planning
Ohio
$229K +$20.7K +109 +9%