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Name Holding Trade Value Shares
Change
Change in
Stake
CC
876
Chicago Capital
Illinois
$545K -$1.38K -8 -0.2%
NWMG
877
National Wealth Management Group
Ohio
$544K +$173 +1 +0%
MO
878
McMillan Office
Michigan
$544K – – –
GIA
879
Gladstone Institutional Advisory
Florida
$534K +$20.6K +119 +4%
AWE
880
Avidian Wealth Enterprises
Texas
$532K +$171K +990 +46%
IA
881
Integrity Alliance
Iowa
$531K -$13.3K -77 -2%
IMC
882
Investment Management Corporation
Virginia
$531K -$8.64K -50 -2%
BTW
883
Boston Trust Walden
Massachusetts
$530K – – –
PPWM
884
Paragon Private Wealth Management
Kentucky
$528K -$105K -605 -16%
KWA
885
Kingswood Wealth Advisors
California
$528K +$536K +3,102 New
KWA
886
Kellett Wealth Advisors
Ohio
$524K -$16.3K -94 -3%
WC
887
Waterloo Capital
Texas
$515K -$477K -2,761 -48%
GFP
888
Gryphon Financial Partners
Ohio
$511K +$62.9K +364 +14%
VFA
889
Voya Financial Advisors
Connecticut
$511K -$115K -664 -18%
TSMHT
890
Thurston Springer Miller Herd & Titak
Indiana
$510K +$39.8K +230 +8%
HWM
891
Howard Wealth Management
Connecticut
$510K -$2.08K -12 -0.4%
ZBNA
892
Zions Bancorporation, National Association
Utah
$506K -$15K -87 -3%
PCM
893
Parsons Capital Management
Rhode Island
$506K -$4.84K -28 -0.9%
CM
894
Castleark Management
Illinois
$503K – – –
CTC
895
Central Trust Company
Missouri
$503K +$16.3K +94 +3%
WAM
896
Weiss Asset Management
Massachusetts
$503K +$512K +2,959 New
HPC
897
HM Payson & Co
Maine
$503K – – –
HWA
898
Heritage Wealth Advisors
Virginia
$497K -$238K -1,376 -32%
APA
899
Astoria Portfolio Advisors
New York
$497K +$346 +2 +0.1%
MA
900
MONECO Advisors
Connecticut
$496K -$17.5K -101 -3%