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Name Holding Trade Value Shares
Change
Change in
Stake
Altshuler Shaham
576
Altshuler Shaham
Israel
$1.12M – – –
IWS
577
Insight Wealth Strategies
California
$1.12M +$224K +981 +24%
Clearstead Advisors
578
Clearstead Advisors
Ohio
$1.1M -$3.87K -17 -0.3%
FHC
579
First Heartland Consultants
Missouri
$1.1M +$1.15M +5,056 New
CAM
580
Cypress Asset Management
Texas
$1.1M -$33K -145 -3%
AI
581
ArchPoint Investors
Florida
$1.09M -$8.66K -38 -0.8%
LP
582
Lloyd Park
Illinois
$1.09M +$1.14M +5,002 New
CC
583
Cannell & Co
New York
$1.08M -$104K -455 -8%
Raymond James Trust
584
Raymond James Trust
Florida
$1.08M -$22.8K -100 -2%
LJCM
585
Lee Johnson Capital Management
Texas
$1.08M +$1.12M +4,936 New
CAC
586
Certified Advisory Corp
Florida
$1.07M +$390K +1,711 +54%
SFCL
587
Strengthening Families & Communities LLC
Massachusetts
$1.06M +$1.11M +4,883 New
CoreCap Advisors
588
CoreCap Advisors
Michigan
$1.06M +$1.11M +4,854 New
Polar Capital Holdings
589
Polar Capital Holdings
United Kingdom
$1.06M +$1.1M +4,841 New
QT
590
Quantamental Technologies
New York
$1.05M +$1.1M +4,833 New
VWM
591
Venturi Wealth Management
Texas
$1.05M +$10.9K +48 +1%
AAMC
592
Asset Allocation & Management Company
Illinois
$1.05M +$1.1M +4,808 New
EC
593
Estate Counselors
Wisconsin
$1.04M +$25.1K +110 +2%
TD Waterhouse Canada
594
TD Waterhouse Canada
Ontario, Canada
$1.04M +$1.01M +4,444 New
RPSA
595
Richard P. Slaughter Associates
Texas
$1.03M +$40.1K +176 +4%
SAM
596
Shell Asset Management
Netherlands
$1.02M -$185K -810 -15%
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$1.06M +4,664 New
DMBA
598
Deseret Mutual Benefit Administrators
Utah
$1.01M +$47.2K +207 +5%
TA
599
TFG Advisers
Michigan
$1.01M +$1.37K +6 +0.1%
NSIM
600
North Star Investment Management
Illinois
$1.01M +$228 +1 +0%