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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
751
Avidian Wealth Enterprises
Texas
$884K +$322K +2,103 +60%
NB
752
Northwest Bancshares
Pennsylvania
$881K -$153 -1 -0%
PP
753
PDS Planning
Ohio
$878K +$10.4K +68 +1%
IFS
754
Ifrah Financial Services
Arkansas
$870K -$27K -176 -3%
GRP
755
Global Retirement Partners
California
$866K -$9.96K -65 -1%
CCWM
756
Cassaday & Co Wealth Management
Virginia
$865K +$845K +5,511 New
BA
757
Bellwether Advisors
Nebraska
$862K +$832K +5,424 +7,749%
ST
758
Smithfield Trust
Pennsylvania
$862K
SI
759
Saxon Interests
Texas
$858K +$24.1K +157 +3%
CCA
760
Cobblestone Capital Advisors
New York
$855K +$4.75K +31 +0.6%
SBIA
761
Sheaff Brock Investment Advisors
Indiana
$850K +$15.3K +100 +2%
BAM
762
Belpointe Asset Management
Nevada
$849K +$29.9K +195 +4%
EWA
763
EP Wealth Advisors
California
$845K +$826K +5,387 New
BWM
764
Biltmore Wealth Management
Arizona
$844K -$153 -1 -0%
SVWAG
765
Sound View Wealth Advisors Group
Georgia
$838K +$172K +1,123 +48%
PA
766
Procyon Advisors
Connecticut
$836K +$817K +5,327 New
MC
767
Maverick Capital
Texas
$834K +$815K +5,316 New
CH
768
Canton Hathaway
Rhode Island
$832K
HSA
769
HBK Sorce Advisory
Pennsylvania
$831K +$581K +3,787 +251%
JCM
770
Jacobi Capital Management
Pennsylvania
$829K +$11.7K +76 +1%
CFO
771
Callan Family Office
Pennsylvania
$828K +$808K +5,273 New
MW
772
Marcum Wealth
Ohio
$824K +$3.99K +26 +0.5%
OF
773
Outfitter Financial
Maine
$824K -$115K -750 -13%
RWM
774
Ritholtz Wealth Management
New York
$822K -$541K -3,530 -40%
TCM
775
Twin Capital Management
Pennsylvania
$821K -$1.84K -12 -0.2%