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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
601
Bar Harbor Wealth Management
New Hampshire
$763K +$9.56K +205 +1%
SM
602
Samjo Management
New York
$763K -$233K -5,000 -21%
LWL
603
Leo Wealth LLC
Texas
$762K +$82.3K +1,763 +11%
CI
604
Ceera Investments
Texas
$760K -$418K -8,952 -32%
RFA
605
Register Financial Advisors
Georgia
$759K +$286K +6,127 +48%
CL
606
Choreo LLC
Illinois
$752K -$61.9K -1,327 -7%
HFBOT
607
Home Federal Bank of Tennessee
Tennessee
$751K -$49.4K -1,058 -5%
SFG
608
Snider Financial Group
Washington
$749K +$871K +18,670 New
CIA
609
Concurrent Investment Advisors
Florida
$749K -$1.15M -24,679 -57%
PFA
610
Pathway Financial Advisers
Indiana
$748K +$852K +18,267 +5,005%
ISWM
611
Independent Solutions Wealth Management
New York
$747K -$88.8K -1,904 -9%
NC
612
Nixon Capital
Texas
$746K +$853K +18,287 New
PTC
613
Petrus Trust Company
Texas
$745K +$866K +18,553 New
FFA
614
Farther Finance Advisors
California
$741K -$60.1K -1,288 -7%
DFG
615
Delta Financial Group
New Jersey
$739K +$859K +18,404 New
MMA
616
Miracle Mile Advisors
California
$735K +$50.4K +1,081 +6%
ONB
617
Old National Bancorp
Indiana
$732K +$282K +6,036 +49%
DWM
618
Dakota Wealth Management
Florida
$732K -$55.1K -1,181 -6%
WTC
619
WhitTier Trust Company
Nevada
$726K -$332K -7,123 -28%
HFM
620
Hartford Financial Management
Connecticut
$725K +$20.7K +443 +3%
MAS
621
Meeder Advisory Services
Ohio
$724K -$9.71K -208 -1%
GSC
622
G&S Capital
Colorado
$723K +$4.81K +103 +0.6%
RMF
623
Red Mountain Financial
Colorado
$720K +$373 +8 +0%
CS
624
Candriam SCA
Luxembourg
$710K
SCA
625
Snowden Capital Advisors
New York
$710K -$790K -16,934 -49%