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Name Holding Trade Value Shares
Change
Change in
Stake
SF
851
Summit Financial
New Jersey
$537K +$2.94K +10 +0.6%
VVP
852
Venture Visionary Partners
Ohio
$535K -$88.3K -300 -15%
PD
853
Point72 (DIFC)
United Arab Emirates
$534K +$236K +803 +89%
DAS
854
Dynamic Advisor Solutions
Arizona
$534K +$6.77K +23 +1%
EWA
855
EverSource Wealth Advisors
Alabama
$532K -$25.9K -88 -5%
EH
856
Equitable Holdings
New York
$531K +$43.8K +149 +10%
OPWM
857
Oregon Pacific Wealth Management
Oregon
$530K +$101K +343 +25%
JAG
858
Journey Advisory Group
Kentucky
$529K -$43.5K -148 -8%
Capstone Investment Advisors
859
Capstone Investment Advisors
New York
$526K +$495K +1,682 New
SAM
860
Seelaus Asset Management
New Jersey
$524K -$2.35K -8 -0.5%
ST
861
Smithfield Trust
Pennsylvania
$520K -$66.2K -225 -12%
CCA
862
Childress Capital Advisors
Texas
$518K -$22.4K -76 -4%
RAM
863
Ramirez Asset Management
New York
$515K – – –
TIM
864
Tevis Investment Management
Texas
$512K -$12.1K -41 -2%
SAM
865
Smartleaf Asset Management
Massachusetts
$506K +$185K +628 +62%
MWM
866
Meridian Wealth Management
Kentucky
$505K -$13.2K -45 -3%
RA
867
RFG Advisory
Alabama
$505K -$118K -400 -20%
AWMS
868
Advocacy Wealth Management Services
Georgia
$501K +$471K +1,602 New
DWT
869
Dorsey & Whitney Trust
South Dakota
$500K +$1.18K +4 +0.3%
EFI
870
EHP Funds Inc
Canada
$500K +$471K +1,600 New
HAIM
871
Hunter Associates Investment Management
Pennsylvania
$500K – – –
MC
872
Moors & Cabot
Massachusetts
$497K -$55.9K -190 -11%
BIG
873
Brooklyn Investment Group
New York
$494K -$22.7K -77 -4%
WA
874
Wealth Architects
California
$494K +$2.35K +8 +0.5%
CWM
875
Compass Wealth Management
Connecticut
$490K +$883 +3 +0.2%