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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Massachusetts Wealth Management
Massachusetts
$1.07M -$20K -350 -2%
ISWM
602
Independent Solutions Wealth Management
New York
$1.07M +$26.5K +464 +2%
PFA
603
Pathway Financial Advisers
Indiana
$1.07M +$16.9K +296 +1%
HAG
604
HighPoint Advisor Group
Illinois
$1.06M +$64.8K +1,134 +6%
N
605
Natixis
France
$1.06M -$2.52M -44,044 -69%
FT
606
Fiduciary Trust
Massachusetts
$1.05M -$1.2K -21 -0.1%
Jones Financial Companies
607
Jones Financial Companies
Missouri
$1.04M +$894K +15,641 +387%
SXL
608
Summit X LLC
Missouri
$1.04M +$34.9K +611 +3%
HFBOT
609
Home Federal Bank of Tennessee
Tennessee
$1.04M +$5.14K +90 +0.5%
IIM
610
INTECH Investment Management
Florida
$1.04M +$200K +3,499 +22%
UCB
611
United Community Bank
South Carolina
$1.04M +$1.12M +19,565 New
CW
612
CreativeOne Wealth
Kansas
$1.03M +$223K +3,905 +25%
SAM
613
Sawgrass Asset Management
Florida
$1.02M -$48K -841 -4%
Federated Hermes
614
Federated Hermes
Pennsylvania
$1.02M -$71.9K -1,259 -6%
DAS
615
Dynamic Advisor Solutions
Arizona
$1.02M -$51.4K -900 -4%
PAM
616
Paradigm Asset Management
New York
$1.02M +$400K +7,000 +57%
MAM
617
Madison Asset Management
Wisconsin
$1.02M +$72.8K +1,275 +7%
CG
618
Caprock Group
Idaho
$1.01M +$650K +11,372 +147%
BHWM
619
Bar Harbor Wealth Management
New Hampshire
$998K -$11.8K -206 -1%
CL
620
Choreo LLC
Illinois
$982K +$665K +11,644 +166%
BFG
621
Bleakley Financial Group
New Jersey
$979K -$22.7K -398 -2%
SW
622
Simplicity Wealth
New Jersey
$978K -$21.6K -378 -2%
DWP
623
Daymark Wealth Partners
Ohio
$976K +$286K +5,010 +4%
SHFA
624
SS&H Financial Advisors
Michigan
$972K -$2.29K -40 -0.2%
AWP
625
Ascent Wealth Partners
New York
$966K -$17.4K -304 -2%