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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
326
Atria Wealth Solutions
New York
$1.41M +$22.9K +155 +2%
SF
327
Synovus Financial
Georgia
$1.41M +$60.2K +408 +4%
SC
328
Sapient Capital
Indiana
$1.41M +$1.43M +9,655 New
CNBTD
329
Citizens National Bank Trust Department
Mississippi
$1.4M +$38.4K +260 +3%
WANY
330
Wealthspire Advisors (New York)
New York
$1.38M +$6.5K +44 +0.5%
MIM
331
Meixler Investment Management
Arizona
$1.38M +$119K +804 +9%
Jones Financial Companies
332
Jones Financial Companies
Missouri
$1.38M -$41.5K -281 -3%
IIM
333
Ipswich Investment Management
Massachusetts
$1.37M -$488K -3,304 -26%
LF
334
Lantz Financial
Illinois
$1.36M +$65.9K +446 +5%
HA
335
Hamel Associates
New Jersey
$1.36M -$406K -2,750 -23%
CT
336
Colonial Trust
South Carolina
$1.36M -$73.4K -497 -5%
SWS
337
SYSTM Wealth Solutions
Illinois
$1.33M +$541K +3,663 +67%
MOS
338
MGO One Seven
Ohio
$1.33M -$138K -938 -9%
MA
339
Mutual Advisors
Nebraska
$1.33M +$814K +5,515 +152%
AWM
340
Apollon Wealth Management
South Carolina
$1.33M +$734K +4,972 +120%
WF
341
Welch & Forbes
Massachusetts
$1.32M
Balyasny Asset Management
342
Balyasny Asset Management
Illinois
$1.3M -$4.62M -31,268 -78%
RPCONE
343
Retirement Planning Company of New England
Rhode Island
$1.3M +$33.2K +225 +3%
VFA
344
Valeo Financial Advisors
Indiana
$1.29M +$66.3K +449 +1%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$1.25M +$436K +2,951 +53%
HWM
346
HB Wealth Management
Georgia
$1.24M +$114K +771 +10%
ATPW
347
Ashton Thomas Private Wealth
Arizona
$1.24M -$41.3K -280 -3%
Focus Partners Wealth
348
Focus Partners Wealth
Massachusetts
$1.22M +$1.24M +8,398 New
BTWM
349
Baker Tilly Wealth Management
Wisconsin
$1.22M +$459K +3,107 +59%
TD Asset Management
350
TD Asset Management
Ontario, Canada
$1.22M +$543K +3,678 +79%