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Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
851
H&H Retirement Design & Management
Nevada
$428K +$4.9K +17 +1%
AWM
852
Aprio Wealth Management
Georgia
$427K -$32.3K -112 -7%
SFG
853
Strive Financial Group
Indiana
$427K -$1.64M -5,675 -79%
CPIG
854
Chicago Partners Investment Group
Illinois
$426K +$78.7K +273 +24%
HIIFS
855
Harel Insurance Investments & Financial Services
Israel
$424K -$5.81M -20,140 -93%
RAM
856
Ramirez Asset Management
New York
$424K – – –
VA
857
Valmark Advisers
Ohio
$424K +$19.9K +69 +5%
PPWP
858
Premier Path Wealth Partners
New Jersey
$423K -$6.34K -22 -1%
PIP
859
Philadelphia Investment Partners
New Jersey
$421K – – –
RPC
860
Rossmore Private Capital
Connecticut
$421K – – –
PWPS
861
Pinnacle Wealth Planning Services
Ohio
$419K +$103K +359 +32%
EWA
862
EverSource Wealth Advisors
Alabama
$419K -$123K -427 -22%
WPW
863
Waldron Private Wealth
Pennsylvania
$415K +$130K +450 +44%
MAM
864
McLean Asset Management
Virginia
$414K -$4.61K -16 -1%
LA
865
LVW Advisors
New York
$414K -$120K -418 -22%
MF
866
Magnetar Financial
Illinois
$413K -$1.35M -4,668 -76%
JCIA
867
Jackson Creek Investment Advisors
Colorado
$411K -$135K -470 -26%
SG
868
StoneX Group
New York
$409K +$415K +1,438 New
KCM
869
Kathmere Capital Management
Pennsylvania
$407K -$122K -424 -23%
Kovitz Investment Group Partners
870
Kovitz Investment Group Partners
Illinois
$407K -$10.6M -36,907 -96%
HCM
871
Howard Capital Management
Georgia
$406K +$150K +520 +57%
RIG
872
RiverFront Investment Group
Virginia
$405K +$4.04K +14 +1%
EA
873
Everpar Advisors
Oklahoma
$404K -$61.4K -213 -13%
PGFC
874
Peapack-Gladstone Financial Corp
New Jersey
$399K -$225K -781 -36%
JAG
875
Journey Advisory Group
Kentucky
$399K -$57.7K -200 -12%