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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
301
Radnor Capital Management
Pennsylvania
$1.79M -$88.6K -600 -5%
MAM
302
Madison Asset Management
Wisconsin
$1.77M -$122K -829 -6%
KPWS
303
Kestra Private Wealth Services
Texas
$1.76M -$1.88M -12,730 -51%
NA
304
NewEdge Advisors
Louisiana
$1.76M +$179K +1,212 +11%
BCM
305
Bayesian Capital Management
New York
$1.73M +$1.51M +10,195 +603%
SI
306
Stephens Inc
Arkansas
$1.71M +$139K +939 +9%
PA
307
Parallel Advisors
California
$1.7M +$1.14M +7,718 +195%
LCAM
308
London & Capital Asset Management
United Kingdom
$1.69M +$148K +1,005 +9%
MLL
309
Moody Lynn & Lieberson
Massachusetts
$1.68M +$1.02M +6,910 +150%
RIA
310
Regal Investment Advisors
Michigan
$1.66M +$788K +5,338 +88%
PWMAG
311
Pinnacle Wealth Management Advisory Group
New Jersey
$1.63M -$146K -988 -8%
GWM
312
GSB Wealth Management
Connecticut
$1.6M -$67K -454 -4%
SC
313
SouthState Corp
Florida
$1.59M +$127K +857 +9%
GFS
314
GYL Financial Synergies
Connecticut
$1.58M +$27.5K +186 +2%
OPA
315
Old Port Advisors
Maine
$1.58M +$57.7K +391 +4%
WCF
316
West Coast Financial
California
$1.56M -$175K -1,184 -10%
FFA
317
Farther Finance Advisors
California
$1.56M +$1.5M +10,157 +1,924%
MSS
318
Mitchell Sinkler & Starr
Pennsylvania
$1.53M +$468K +3,171 +43%
Vanguard Personalized Indexing Management
319
Vanguard Personalized Indexing Management
California
$1.52M -$111K -749 -7%
RJT
320
Raymond James Trust
Florida
$1.5M +$82.7K +560 +6%
KIA
321
Knollwood Investment Advisory
Maryland
$1.48M +$1.5M +10,137 New
FGAM
322
Financial Gravity Asset Management
Texas
$1.46M +$1.48M +10,014 New
YCM
323
Yousif Capital Management
Michigan
$1.44M +$90.8K +615 +7%
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$1.44M -$42.1K -285 -3%
WA
325
Wambolt & Associates
Colorado
$1.43M +$176K +1,189 +14%