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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1126
Synergy Asset Management
Washington
$934K +$915K +24,464 +331%
OHWP
1127
Oak Harbor Wealth Partners
North Carolina
$932K +$127K +3,389 +12%
QCG
1128
Quadrant Capital Group
Ohio
$927K -$102K -2,729 -8%
QI
1129
Qtron Investments
Massachusetts
$924K
AIIMS
1130
Analyst IMS Investment Management Services
Israel
$923K -$953K -25,482 -46%
BIAS
1131
Beacon Investment Advisory Services
New Jersey
$920K +$17.2K +459 +1%
HPM
1132
Hudson Portfolio Management
New York
$918K +$24.3K +650 +2%
MHS
1133
M Holdings Securities
Oregon
$917K -$16.2K -434 -1%
NB
1134
Nicolet Bankshares
Wisconsin
$913K -$66.8K -1,786 -5%
PCS
1135
Personal CFO Solutions
New Jersey
$912K -$30.4K -812 -3%
BWA
1136
Brave Warrior Advisors
New York
$912K
LAI
1137
Legal Advantage Investments
California
$909K +$74.8K +2,000 +7%
SIM
1138
Sentry Investment Management
Wisconsin
$908K
CCM
1139
Chiron Capital Management
Florida
$908K +$217K +5,800 +23%
KJWM
1140
Kiley Juergens Wealth Management
Washington
$907K -$58.2K -1,556 -5%
RWB
1141
RMR Wealth Builders
New Jersey
$907K -$3.1K -83 -0.3%
AWP
1142
Accretive Wealth Partners
New Jersey
$905K +$3.1K +83 +0.3%
CC
1143
Constitution Capital
Connecticut
$904K -$1.15M -30,800 -50%
CAG
1144
Csenge Advisory Group
Florida
$901K -$228K -6,087 -17%
MC
1145
Martin & Co
Tennessee
$901K +$28.6K +764 +3%
EGA
1146
E&G Advisors
Texas
$899K -$59.8K -1,600 -5%
DBIA
1147
Dumont & Blake Investment Advisors
New Jersey
$899K -$1.46K -39 -0.1%
GSWM
1148
Greenup Street Wealth Management
Michigan
$898K -$20.6K -550 -2%
SJIA
1149
St. James Investment Advisors
New York
$894K +$150K +4,016 +15%
SWM
1150
Sendero Wealth Management
Texas
$890K -$71.9K -1,923 -6%