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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
601
Forvis Mazars Wealth Advisors
Missouri
$932K +$66.2K +311 +7%
VFO
602
Virtus Family Office
Texas
$930K +$972K +4,570 New
CT
603
Columbia Trust
Oregon
$929K +$14.7K +69 +2%
GTCM
604
Gyon Technologies Capital Management
New Jersey
$922K +$400K +1,882 +71%
DBRC
605
D.B. Root & Company
Pennsylvania
$921K +$8.94K +42 +0.9%
Rafferty Asset Management
606
Rafferty Asset Management
New York
$916K +$957K +4,500 New
PCIA
607
Prime Capital Investment Advisors
Kansas
$915K +$328K +1,544 +52%
IWM
608
IHT Wealth Management
Illinois
$915K +$382K +1,795 +66%
Rockefeller Capital Management
609
Rockefeller Capital Management
New York
$909K +$221K +1,041 +30%
API
610
Advisor Partners II
California
$902K +$943K +4,434 New
ISWM
611
Independent Solutions Wealth Management
New York
$902K -$22.3K -105 -2%
SIA
612
Schechter Investment Advisors
Michigan
$901K -$43K -202 -4%
SDIC
613
South Dakota Investment Council
South Dakota
$899K -$638K -3,000 -40%
PA
614
PFG Advisors
Arizona
$892K +$10.6K +50 +1%
BS
615
Banco Santander
Spain
$888K -$12.3K -58 -1%
IC
616
IEQ Capital
California
$888K +$328K +1,542 +55%
RA
617
RFG Advisory
Alabama
$887K -$426 -2 -0.1%
RCA
618
Ranch Capital Advisors
Florida
$875K +$70K +329 +8%
HT
619
Heritage Trust
Oklahoma
$873K +$297K +1,398 +48%
CFGS
620
Concourse Financial Group Securities
Alabama
$872K +$84.9K +399 +10%
RIA
621
Realta Investment Advisors
Delaware
$862K +$136K +640 +18%
IPW
622
Inlet Private Wealth
Florida
$861K – – –
HWM
623
Hohimer Wealth Management
Washington
$855K – – –
BSW
624
Buckingham Strategic Wealth
Missouri
$846K -$32.3K -152 -4%
WSFS
625
Wilmington Savings Fund Society
Delaware
$841K -$16.8K -79 -2%