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Name Holding Trade Value Shares
Change
Change in
Stake
BSA
351
Bull Street Advisors
Georgia
$1.36M
HWM
352
HB Wealth Management
Georgia
$1.35M +$35K +196 +3%
DS
353
DRW Securities
Illinois
$1.34M
FHA
354
First Horizon Advisors
Tennessee
$1.33M -$6.25K -35 -0.5%
TFS
355
Thoroughbred Financial Services
Tennessee
$1.32M +$1.07K +6 +0.1%
AAS
356
Avantax Advisory Services
Texas
$1.31M +$17.5K +98 +1%
DBRC
357
D.B. Root & Company
Pennsylvania
$1.31M +$39.8K +223 +3%
Janus Henderson Group
358
Janus Henderson Group
$1.3M -$183K -1,027 -12%
ISL
359
Ingalls & Snyder LLC
New York
$1.3M -$18.7K -105 -1%
AWS
360
Atria Wealth Solutions
New York
$1.29M +$57.1K +320 +4%
EIM
361
Ervin Investment Management
Washington
$1.29M
WAM
362
Weatherly Asset Management
California
$1.28M -$17K -95 -1%
AWP
363
Accretive Wealth Partners
New Jersey
$1.27M +$22K +123 +2%
KFP
364
KMG Fiduciary Partners
Ohio
$1.27M +$89.3K +500 +7%
APWM
365
Atlas Private Wealth Management
New York
$1.26M +$205K +1,146 +19%
TCA
366
Transcend Capital Advisors
New Jersey
$1.25M -$45.3K -254 -3%
CIP
367
Capital Insight Partners
Arizona
$1.25M +$69.1K +387 +6%
BCM
368
Brasada Capital Management
Texas
$1.23M +$1.27M +7,088 New
MCCA
369
Mill Creek Capital Advisors
Pennsylvania
$1.22M
WFG
370
Wills Financial Group
Virginia
$1.21M +$507K +2,839 +69%
PCP
371
Proficio Capital Partners
Massachusetts
$1.21M +$1.43K +8 +0.1%
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
$1.2M -$68.9K -386 -5%
PFO
373
Pathstone Family Office
New Jersey
$1.19M -$275K -1,540 -18%
Allspring Global Investments
374
Allspring Global Investments
North Carolina
$1.18M +$308K +1,725 +34%
GCM
375
Galibier Capital Management
Ontario, Canada
$1.16M