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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1251
EverSource Wealth Advisors
Alabama
$2.28M +$337K +1,082 +15%
NCM
1252
Nelson Capital Management
California
$2.28M +$97K +312 +4%
JWBC
1253
J.W. Burns & Co
New York
$2.28M -$156K -502 -6%
BCM
1254
Bridgeway Capital Management
Texas
$2.27M +$1.23M +3,970 +88%
SSWM
1255
Smith Salley Wealth Management
North Carolina
$2.27M +$941K +3,024 +56%
SIG
1256
Stonegate Investment Group
Alabama
$2.27M +$20.8K +67 +0.8%
VCM
1257
Verde Capital Management
Michigan
$2.26M +$89K +286 +4%
WAP
1258
Wealthcare Advisory Partners
Pennsylvania
$2.26M -$117K -376 -4%
SFP
1259
Shepherd Financial Partners
Massachusetts
$2.25M +$19.3K +62 +0.7%
DA
1260
Dover Advisors
Virginia
$2.25M +$514K +1,651 +24%
RWP
1261
RWA Wealth Partners
Massachusetts
$2.25M -$825K -2,651 -24%
SG
1262
StoneX Group
New York
$2.24M +$161K +518 +7%
WANY
1263
Wealthspire Advisors (New York)
New York
$2.23M +$132K +426 +5%
FGAM
1264
Financial Gravity Asset Management
Texas
$2.23M +$2.58M +8,310 New
LF
1265
LifePlan Financial
Minnesota
$2.23M +$2.8K +9 +0.1%
CWAG
1266
Compton Wealth Advisory Group
Virginia
$2.22M +$37.9K +122 +1%
GL
1267
Graypoint LLC
New York
$2.22M -$32.7K -105 -1%
Polen Capital Management
1268
Polen Capital Management
Florida
$2.22M -$3.52M -11,325 -58%
A
1269
AlphaQuest
New York
$2.21M +$1.81M +5,821 +239%
TC
1270
TwinBeech Capital
New York
$2.2M -$2.75M -8,830 -52%
PWM
1271
Power Wealth Management
Georgia
$2.19M +$56.3K +181 +2%
DC
1272
DeDora Capital
California
$2.18M +$14.3K +46 +0.6%
CPC
1273
Congress Park Capital
New York
$2.18M -$97.7K -314 -4%
AC
1274
AXQ Capital
New Jersey
$2.17M +$1.86M +5,990 +284%
EWM
1275
Elmwood Wealth Management
California
$2.17M -$26.4K -85 -1%