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Name Holding Trade Value Shares
Change
Change in
Stake
GI
426
GAMMA Investing
California
$923K +$178K +700 +24%
GWM
427
Gibbs Wealth Management
Georgia
$916K +$129K +509 +17%
FG
428
Fiduciary Group
Georgia
$898K -$8.9K -35 -1%
BPC
429
Bryce Point Capital
New York
$882K -$16.5K -65 -2%
MPPW
430
Mitchell & Pahl Private Wealth
Oklahoma
$881K +$67.2K +264 +8%
KRSITF
431
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$866K -$59K -232 -6%
WB
432
WesBanco Bank
West Virginia
$863K -$22.9K -90 -3%
BAMCO Inc
433
BAMCO Inc
New York
$856K +$25.4K +100 +3%
LFG
434
Larson Financial Group
Missouri
$850K +$201K +791 +32%
IIM
435
INTECH Investment Management
Florida
$847K -$18.8K -74 -2%
CB
436
Community Bank
New York
$843K
TSWM
437
Triangle Securities Wealth Management
North Carolina
$832K
LA
438
LVW Advisors
New York
$817K -$68.2K -268 -8%
MAS
439
Meeder Advisory Services
Ohio
$814K -$82.2K -323 -9%
Jones Financial Companies
440
Jones Financial Companies
Missouri
$807K -$1.27K -5 -0.2%
MCM
441
MAI Capital Management
Ohio
$807K +$142K +557 +22%
LFA
442
Legacy Financial Advisors
Kentucky
$795K +$779K +3,064 New
AWM
443
AE Wealth Management
Kansas
$792K +$90.8K +357 +13%
SW
444
SteelPeak Wealth
California
$787K +$772K +3,036 New
NECFA
445
New England Capital Financial Advisors
Connecticut
$787K
KeyBank National Association
446
KeyBank National Association
Ohio
$786K -$10.9K -43 -1%
MSFS
447
Main Street Financial Solutions
Pennsylvania
$779K +$63.6K +250 +9%
SWP
448
Sagespring Wealth Partners
Tennessee
$774K +$66.6K +262 +10%
SO
449
STRS Ohio
Ohio
$767K +$753K +2,959 New
ACM
450
Aquatic Capital Management
Illinois
$765K +$750K +2,949 New