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Name Holding Trade Value Shares
Change
Change in
Stake
TAFW
851
Tred Avon Family Wealth
Maryland
$594K +$160K +1,134 +32%
SCM
852
SOL Capital Management
Maryland
$593K – – –
TWM
853
Tanager Wealth Management
United Kingdom
$592K +$431K +3,062 +187%
TE
854
Tema ETFs
New York
$589K -$1.69K -12 -0.3%
Empower Advisory Group
855
Empower Advisory Group
Colorado
$582K -$771K -5,471 -54%
PWM
856
Perigon Wealth Management
California
$580K -$79.9K -567 -11%
PA
857
Profund Advisors
Maryland
$575K -$107K -762 -14%
ATS
858
Ashton Thomas Securities
New York
$571K -$24.5K -174 -4%
Jacobs Levy Equity Management
859
Jacobs Levy Equity Management
New Jersey
$568K -$549K -3,895 -46%
BIG
860
Brooklyn Investment Group
New York
$567K +$271K +1,926 +76%
MCM
861
Manchester Capital Management
Vermont
$567K -$109K -772 -15%
SWM
862
Seed Wealth Management
Illinois
$562K -$136K -963 -18%
4WM
863
49 Wealth Management
Texas
$559K +$79.4K +564 +8%
DFG
864
Demars Financial Group
Washington
$558K +$120K +852 +24%
PCG
865
Prosperity Consulting Group
Maryland
$558K +$60.1K +427 +11%
MIFH
866
Migdal Insurance & Financial Holdings
Israel
$555K – – –
MIA
867
MMBG Investment Advisors
Florida
$555K – – –
SC
868
Savant Capital
Illinois
$554K +$94.5K +671 +18%
CGF
869
Constant Guidance Financial
Massachusetts
$552K -$148K -1,050 -19%
GSWM
870
Golden State Wealth Management
California
$548K -$121K -860 -16%
SWA
871
Stratos Wealth Advisors
Ohio
$548K +$79K +561 +15%
QC
872
Quadrature Capital
United Kingdom
$547K -$10.2M -72,617 -94%
MYIA
873
Mount Yale Investment Advisors
Colorado
$545K -$73.4K -521 -11%
NSAM
874
North Star Asset Management
Wisconsin
$544K +$563 +4 +0.1%
Bessemer Group
875
Bessemer Group
New Jersey
$538K +$257K +1,821 +74%