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Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
551
Blue Rock Wealth Management
North Carolina
$1.8M
SWM
552
Spire Wealth Management
Virginia
$1.78M -$1.86M -6,462 -52%
AWS
553
Atria Wealth Solutions
New York
$1.78M -$661K -2,293 -28%
PPA
554
Pacific Point Advisors
California
$1.78M +$74.6K +259 +5%
CHAM
555
Clear Harbor Asset Management
Connecticut
$1.76M -$2.59K -9 -0.2%
WS
556
Wedbush Securities
California
$1.76M -$389K -1,349 -19%
MW
557
Maia Wealth
Colorado
$1.75M +$1.68M +5,843 New
BCG
558
BayBridge Capital Group
California
$1.75M +$40K +139 +2%
TC
559
TFR Capital
Texas
$1.75M +$31.7K +110 +2%
ATPW
560
Ashton Thomas Private Wealth
Arizona
$1.73M +$55K +191 +3%
ICM
561
Islay Capital Management
Texas
$1.73M
OL
562
Optas LLC
Texas
$1.71M +$4.03K +14 +0.2%
GTAM
563
Global Trust Asset Management
Florida
$1.71M -$201K -697 -11%
SFP
564
Shepherd Financial Partners
Massachusetts
$1.69M +$4.03K +14 +0.2%
AIC
565
Aurora Investment Counsel
Georgia
$1.69M -$182K -632 -10%
EF
566
Empirical Finance
Pennsylvania
$1.69M +$12.1K +42 +0.8%
MCM
567
MAI Capital Management
Ohio
$1.69M +$45.5K +158 +3%
ACA
568
Aptus Capital Advisors
Alabama
$1.69M +$553K +1,921 +52%
LNWWM
569
Laird Norton Wetherby Wealth Management
California
$1.68M +$1.62M +5,611 New
Kayne Anderson Rudnick Investment Management
570
Kayne Anderson Rudnick Investment Management
California
$1.68M -$984K -3,416 -38%
CWP
571
Capital Wealth Planning
Florida
$1.68M +$836K +2,902 +107%
AAM
572
Azzad Asset Management
Virginia
$1.67M -$1.54M -5,342 -49%
TPCW
573
TD Private Client Wealth
New York
$1.66M +$1.6M +5,546 New
AWM
574
Avior Wealth Management
Nebraska
$1.65M +$250K +866 +19%
NMIMC
575
Northwestern Mutual Investment Management Company
Wisconsin
$1.65M +$4.03K +14 +0.3%