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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
876
Avidian Wealth Enterprises
Texas
$532K +$171K +990 +46%
IA
877
Integrity Alliance
Iowa
$531K -$13.3K -77 -2%
IMC
878
Investment Management Corporation
Virginia
$531K -$8.64K -50 -2%
BTW
879
Boston Trust Walden
Massachusetts
$530K
PPWM
880
Paragon Private Wealth Management
Kentucky
$528K -$105K -605 -16%
KWA
881
Kingswood Wealth Advisors
California
$528K +$536K +3,102 New
KWA
882
Kellett Wealth Advisors
Ohio
$524K -$16.3K -94 -3%
WC
883
Waterloo Capital
Texas
$515K -$477K -2,761 -48%
GFP
884
Gryphon Financial Partners
Ohio
$511K +$62.9K +364 +14%
VFA
885
Voya Financial Advisors
Connecticut
$511K -$115K -664 -18%
TSMHT
886
Thurston Springer Miller Herd & Titak
Indiana
$510K +$39.8K +230 +8%
HWM
887
Howard Wealth Management
Connecticut
$510K -$2.08K -12 -0.4%
ZBNA
888
Zions Bancorporation, National Association
Utah
$506K -$15K -87 -3%
PCM
889
Parsons Capital Management
Rhode Island
$506K -$4.84K -28 -0.9%
CM
890
Castleark Management
Illinois
$503K
CTC
891
Central Trust Company
Missouri
$503K +$16.3K +94 +3%
WAM
892
Weiss Asset Management
Massachusetts
$503K +$512K +2,959 New
HPC
893
HM Payson & Co
Maine
$503K
HWA
894
Heritage Wealth Advisors
Virginia
$497K -$238K -1,376 -32%
APA
895
Astoria Portfolio Advisors
New York
$497K +$346 +2 +0.1%
MA
896
MONECO Advisors
Connecticut
$496K -$17.5K -101 -3%
VSQM
897
V-Square Quantitative Management
Illinois
$495K -$995K -5,753 -66%
CI
898
CX Institutional
Indiana
$492K +$169K +979 +51%
KWM
899
Kingsview Wealth Management
Oregon
$489K +$10.2K +59 +2%
GRR
900
Golden Reserve Retirement
Ohio
$486K +$494K +2,856 New