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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
601
Atria Wealth Solutions
New York
$3.15M +$60.7K +275 +2%
ACM
602
Ayrshire Capital Management
Connecticut
$3.14M +$2.88M +13,040 New
JWCA
603
J.W. Coons Advisors
Ohio
$3.13M +$58.5K +265 +2%
PCH
604
Polar Capital Holdings
United Kingdom
$3.09M +$2.83M +12,821 New
PAS
605
Park Avenue Securities
New York
$3.07M +$316K +1,430 +13%
LFG
606
Larson Financial Group
Missouri
$3.06M -$170K -771 -6%
BHWM
607
Bar Harbor Wealth Management
New Hampshire
$3.04M +$225K +1,020 +9%
CC
608
Cypress Capital
Tennessee
$3.04M -$18.1K -82 -0.6%
BC
609
Bowman & Company
Wisconsin
$3.03M +$159K +720 +6%
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$3.02M +$61.4K +278 +2%
HIC
611
Holderness Investments Company
North Carolina
$3.01M -$23.2K -105 -0.8%
UCB
612
United Community Bank
South Carolina
$3.01M -$89.8K -407 -3%
WMA
613
West Michigan Advisors
Michigan
$3.01M +$105K +476 +4%
Nomura Holdings
614
Nomura Holdings
Japan
$3M +$2.75M +12,448 New
PGA
615
Portland Global Advisors
Maine
$2.98M +$12.8K +58 +0.5%
BF
616
BOK Financial
Oklahoma
$2.97M +$141K +638 +5%
CC
617
Chicago Capital
Illinois
$2.96M +$2.71M +12,284 New
IAA
618
Independent Advisor Alliance
North Carolina
$2.95M +$269K +1,219 +11%
AWM
619
Affinity Wealth Management
Delaware
$2.95M +$175K +792 +7%
OFG
620
Oxford Financial Group
Indiana
$2.94M +$44.1K +200 +2%
EAM
621
EFG Asset Management
Oregon
$2.93M +$1.36M +6,174 +103%
LD
622
Lipe & Dalton
New York
$2.91M -$66.2K -300 -2%
PHS
623
Pekin Hardy Strauss
Illinois
$2.91M -$27.6K -125 -1%
RCG
624
Resource Consulting Group
Florida
$2.9M +$31.1K +141 +1%
CAL
625
Capital Analysts LLC
Pennsylvania
$2.9M -$226K -1,026 -8%