Name Holding Trade Value Shares
Change
Change in
Stake
MWM
876
Modern Wealth Management
Kansas
$589K +$224K +658 +61%
CW
877
Channel Wealth
California
$588K – – –
PE
878
PCM Encore
Colorado
$586K +$591K +1,735 New
HCA
879
Hardworking Capital Advisors
California
$586K +$591K +1,734 New
RDFA
880
Ritter Daniher Financial Advisory
Ohio
$585K -$26.2K -77 -4%
RGC
881
Roberts, Glore & Co
Illinois
$584K -$7.84K -23 -1%
BCM
882
Boltwood Capital Management
California
$584K -$6.14K -18 -1%
BMCM
883
Burns Matteson Capital Management
New York
$584K +$590K +1,730 New
JCM
884
Jacobi Capital Management
Pennsylvania
$583K +$588K +1,725 New
CCA
885
Checchi Capital Advisers
California
$582K -$20.5K -60 -3%
PAM
886
Panagora Asset Management
Massachusetts
$581K – – –
SCA
887
Stillwater Capital Advisors
Pennsylvania
$577K +$161K +473 +38%
CIC
888
Carnegie Investment Counsel
Ohio
$576K +$62.7K +184 +12%
TW
889
Tempo Wealth
Ohio
$575K +$580K +1,702 New
SF
890
Summit Financial
New Jersey
$572K -$8.52K -25 -1%
Nomura Holdings
891
Nomura Holdings
Japan
$567K -$26.2M -76,977 -98%
VVP
892
Venture Visionary Partners
Ohio
$567K -$11.2K -33 -2%
SAM
893
Seelaus Asset Management
New Jersey
$566K – – –
ST
894
Smithfield Trust
Pennsylvania
$561K – – –
AWM
895
Aprio Wealth Management
Georgia
$558K +$258K +758 +85%
SCA
896
Snowden Capital Advisors
New York
$557K +$57.3K +168 +11%
SA
897
SPWM Advisors
Michigan
$557K +$562K +1,649 New
RAM
898
Ramirez Asset Management
New York
$556K – – –
TSMHT
899
Thurston Springer Miller Herd & Titak
Indiana
$556K +$356K +1,043 +173%
CCA
900
Childress Capital Advisors
Texas
$552K -$7.5K -22 -1%