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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
951
Baker Tilly Wealth Management
Wisconsin
$2.09M +$2.28M +9,392 New
TCA
952
Transcend Capital Advisors
New Jersey
$2.06M +$730 +3 +0%
HCCM
953
Hudson Canyon Capital Management
New York
$2.06M +$2.25M +9,250 New
CM
954
Capula Management
Cayman Islands
$2.06M +$2.25M +9,246 New
MWA
955
Meridian Wealth Advisors
Texas
$2.06M +$182K +750 +9%
TIA
956
Tiemann Investment Advisors
California
$2.04M +$48.6K +200 +2%
SLG
957
Stanley-Laman Group
Pennsylvania
$2.04M -$18.7K -77 -0.8%
ED
958
Exane Derivatives
France
$2.03M +$373K +1,533 +20%
FTDI
959
First Trust Direct Indexing
Massachusetts
$2.03M +$2.22M +9,127 New
IBOK
960
Independence Bank of Kentucky
Kentucky
$2.03M +$176K +725 +9%
PAM
961
Paradigm Asset Management
New York
$2.03M +$778K +3,200 +54%
AWM
962
Altium Wealth Management
New York
$2.02M +$85.1K +350 +4%
PMG
963
ProVise Management Group
Florida
$2.02M +$263K +1,080 +14%
CBB
964
Citizens Business Bank
California
$2.01M -$71.7K -295 -3%
STC
965
Sarah T. Connolly
$2.01M +$2.2M +9,033 New
BRWM
966
B. Riley Wealth Management
Tennessee
$2.01M +$389K +1,601 +22%
V
967
VeraBank
Texas
$2.01M -$61K -251 -3%
BCM
968
Bridgeway Capital Management
Texas
$2M +$2.19M +9,000 New
IFWM
969
Institute for Wealth Management
Colorado
$2M +$117K +483 +6%
CAL
970
Capital Analysts LLC
Pennsylvania
$2M -$352K -1,447 -14%
Credit Agricole
971
Credit Agricole
France
$2M +$1.1M +4,539 +102%
CA
972
Clearstead Advisors
Ohio
$1.99M +$1.13M +4,634 +107%
GBT
973
Grove Bank & Trust
Florida
$1.99M +$77.3K +318 +4%
NW
974
NewEdge Wealth
Pennsylvania
$1.96M +$2.14M +8,798 New
IB
975
Intrust Bank
Kansas
$1.95M -$14.6K -60 -0.7%