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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
751
Williams Jones Wealth Management
New York
$2.33M +$451K +3,807 +20%
SSI
752
Scott & Selber Inc
Texas
$2.32M -$711 -6 -0%
AAS
753
Ameritas Advisory Services
Nebraska
$2.31M +$1.75M +14,741 +197%
SFS
754
Sowell Financial Services
Arkansas
$2.3M +$63.1K +532 +2%
FG
755
Foster Group
Iowa
$2.3M -$259K -2,184 -9%
CAAS
756
Capital Asset Advisory Services
Michigan
$2.29M +$218K +1,838 +9%
GIC
757
Generali Investments CEE
Czech Republic
$2.29M -$314K -2,652 -11%
NW
758
NewEdge Wealth
Pennsylvania
$2.28M -$162K -1,365 -6%
GJWM
759
Gilliland Jeter Wealth Management
Arkansas
$2.27M -$104K -880 -4%
AAM
760
AR Asset Management
California
$2.26M – – –
SB
761
Simmons Bank
Arkansas
$2.23M +$98.3K +829 +4%
CA
762
Cullinan Associates
Kentucky
$2.23M – – –
TRCT
763
Tower Research Capital (TRC)
New York
$2.23M -$227K -1,917 -8%
TPCW
764
TD Private Client Wealth
New York
$2.2M +$41.6K +351 +2%
TE
765
Tema ETFs
New York
$2.2M +$241K +2,030 +11%
FDP
766
Financiere des Professionnels
Quebec, Canada
$2.19M -$2.96M -25,002 -54%
SCA
767
Snowden Capital Advisors
New York
$2.19M -$17.1K -144 -0.7%
LTAS
768
Linden Thomas Advisory Services
North Carolina
$2.19M +$70.5K +595 +3%
AWM
769
Avior Wealth Management
Nebraska
$2.19M -$480K -4,050 -16%
AF
770
Alerus Financial
North Dakota
$2.18M +$1.11M +9,396 +81%
GC
771
Grimes & Company
Massachusetts
$2.18M +$263K +2,217 +12%
DWM
772
Diversify Wealth Management
Utah
$2.17M -$118K -996 -5%
DAS
773
Diversify Advisory Services
Utah
$2.17M +$2.23M +18,812 New
BC
774
Barnett & Company
Tennessee
$2.17M +$1.54K +13 +0.1%
VFA
775
Valeo Financial Advisors
Indiana
$2.17M -$44.8K -378 -2%
29 30
31
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