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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
751
Tradewinds Capital Management
Washington
$679K +$234 +1 +0%
S
752
SignatureFD
Georgia
$676K -$28.6K -122 -4%
SAI
753
Systematic Alpha Investments
New Jersey
$676K +$421K +1,800 +176%
OPS
754
Orion Portfolio Solutions
Nebraska
$675K -$40.7K -174 -6%
CRWM
755
Castle Rock Wealth Management
California
$672K -$846K -3,612 -58%
KF
756
Krilogy Financial
Missouri
$672K +$208K +889 +46%
MRCM
757
M&R Capital Management
New Jersey
$671K -$62.3K -266 -9%
RPC
758
Rossmore Private Capital
Connecticut
$663K +$52.7K +225 +9%
FMAEN1
759
Fund Management at Engine No 1
California
$655K +$640K +2,733 New
WA
760
Wealth Alliance
New York
$654K +$47.5K +203 +8%
BFM
761
Boston Financial Management
Massachusetts
$653K +$229K +977 +56%
CF
762
Centaurus Financial
California
$652K -$67.9K -290 -10%
DA
763
Duality Advisers
Florida
$651K -$1.81M -7,752 -74%
LWCFA
764
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$649K
AAM
765
Advisors Asset Management
Colorado
$648K -$2.58K -11 -0.4%
VCA
766
Verdence Capital Advisors
Maryland
$645K +$32.8K +140 +5%
TA
767
Tiedemann Advisors
New York
$644K +$7.26K +31 +1%
RWM
768
Ritholtz Wealth Management
New York
$637K +$51.3K +219 +9%
IA
769
IFP Advisors
Florida
$637K +$330K +1,409 +71%
WSTAM
770
Wilbanks Smith & Thomas Asset Management
Virginia
$632K -$158K -676 -21%
CC
771
Cannell & Co
New York
$629K
SIM
772
Sentry Investment Management
Wisconsin
$628K -$125K -536 -17%
PL
773
Plancorp LLC
Missouri
$628K -$5.15K -22 -0.8%
AWS
774
Atria Wealth Solutions
New York
$628K +$613K +2,620 New
BBA
775
BLB&B Advisors
Pennsylvania
$626K -$60.2K -257 -9%