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Name Holding Trade Value Shares
Change
Change in
Stake
CDDEC
601
Caisse Des Depots Et Consignations
France
$1M +$1.02M +1,210 New
DBRC
602
D.B. Root & Company
Pennsylvania
$1M -$148K -175 -13%
GWP
603
Gateway Wealth Partners
Wisconsin
$991K +$25.4K +30 +3%
AAS
604
Ameritas Advisory Services
Nebraska
$986K -$70.2K -83 -7%
CJ
605
Caitlin John
Michigan
$969K +$449K +531 +83%
CSA
606
Cottage Street Advisors
Massachusetts
$969K +$997K +1,178 New
CPW
607
Crestmont Private Wealth
Texas
$963K +$981K +1,160 New
WFP
608
Worthington Financial Partners
Ohio
$962K +$7.61K +9 +0.8%
EF
609
Empirical Finance
Pennsylvania
$960K -$933K -1,103 -49%
OIMU
610
Osmosis Investment Management UK
United Kingdom
$960K -$886K -1,047 -48%
MAS
611
Meeder Advisory Services
Ohio
$952K +$53.3K +63 +6%
KIM
612
Kestra Investment Management
Texas
$950K +$535K +632 +123%
ECM
613
Everence Capital Management
Indiana
$950K -$80.4K -95 -8%
MBWA
614
Marin Bay Wealth Advisors
California
$948K -$846 -1 -0.1%
TCA
615
Transcend Capital Advisors
New Jersey
$946K +$232K +274 +32%
LOWM
616
Laurel Oak Wealth Management
New Jersey
$938K -$138K -163 -13%
XF
617
XML Financial
Maryland
$935K – – –
WS
618
Wedbush Securities
California
$927K -$165K -195 -15%
LAM
619
L2 Asset Management
Massachusetts
$921K -$354K -418 -27%
PGWM
620
Parisi Gray Wealth Management
New Jersey
$918K +$221K +261 +31%
TC
621
TFR Capital
Texas
$913K +$931K +1,100 New
IAA
622
Independent Advisor Alliance
North Carolina
$912K +$137K +162 +17%
IP
623
Ignite Planners
California
$910K +$14.4K +17 +2%
NSUP
624
NLB Skladi upravljanje premozenja
$909K +$153K +181 +20%
IB
625
Intrust Bank
Kansas
$904K -$4.23K -5 -0.5%