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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
926
BDO Wealth Advisors
Florida
$4.86M +$96.6K +1,963 +2%
SWS
927
SYSTM Wealth Solutions
Illinois
$4.86M -$3.57M -72,650 -44%
BC
928
Burney Company
Virginia
$4.85M +$338K +6,862 +8%
BCFS
929
Butensky & Cohen Financial Security
Florida
$4.83M -$161K -3,266 -3%
FTDI
930
First Trust Direct Indexing
Massachusetts
$4.82M +$76.2K +1,550 +2%
PAM
931
Private Asset Management
California
$4.82M -$1.05M -21,406 -19%
LOAME
932
Lombard Odier Asset Management (Europe)
United Kingdom
$4.79M +$882K +17,933 +24%
FCH
933
Freestone Capital Holdings
Washington
$4.79M -$105K -2,132 -2%
1SB
934
1ST Source Bank
Indiana
$4.78M -$223K -4,526 -5%
SIA
935
Strategic Investment Advisors
Michigan
$4.77M +$731K +14,867 +19%
LNC
936
Lincoln National Corp
Pennsylvania
$4.77M +$222K +4,520 +5%
GWM
937
Greenwich Wealth Management
Connecticut
$4.74M -$17.3K -352 -0.4%
AC
938
Annandale Capital
Texas
$4.73M – – –
M1FG
939
Mach-1 Financial Group
Arkansas
$4.71M +$4.32M +87,907 +2,742%
CCG
940
Cypress Capital Group
Florida
$4.71M +$312K +6,346 +7%
MGIA
941
Matthew Goff Investment Advisor
Texas
$4.71M +$19.2K +390 +0.4%
ADIM
942
Alpha DNA Investment Management
Maryland
$4.71M -$994K -20,209 -18%
IAA
943
Independent Advisor Alliance
North Carolina
$4.68M +$199K +4,053 +5%
MNBTD
944
Moody National Bank Trust Division
Texas
$4.67M +$105K +2,133 +2%
GHAM
945
Gilman Hill Asset Management
Connecticut
$4.64M +$91.8K +1,867 +2%
CSUI
946
Cincinnati Specialty Underwriters Insurance
Ohio
$4.63M – – –
ACG
947
Allen Capital Group
Nebraska
$4.62M +$26.2K +532 +0.6%
ADL
948
Asset Dedication LLC
California
$4.62M +$110K +2,245 +3%
SAMC
949
Spectrum Asset Management (California)
California
$4.61M -$328K -6,670 -7%
TI
950
tru Independence
Oregon
$4.6M +$125K +2,543 +3%