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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1026
Avidian Wealth Enterprises
Texas
$1.33M -$274K -849 -17%
GBT
1027
Grove Bank & Trust
Florida
$1.33M +$51K +158 +4%
AT
1028
Arden Trust
Delaware
$1.32M -$3.87K -12 -0.3%
OFS
1029
Oldfather Financial Services
Nebraska
$1.32M
CI
1030
Cigna Investments
Connecticut
$1.32M -$9.04K -28 -0.7%
IIA
1031
Integral Investment Advisors
California
$1.32M -$2.91K -9 -0.2%
SMA
1032
Sage Mountain Advisors
Georgia
$1.31M +$128K +397 +11%
AFG
1033
Atomi Financial Group
New York
$1.3M +$576K +1,784 +75%
CFP
1034
Catalyst Financial Partners
Massachusetts
$1.29M +$29.4K +91 +2%
DIM
1035
Delta Investment Management
California
$1.29M -$969 -3 -0.1%
LSPW
1036
Lake Street Private Wealth
Illinois
$1.28M -$56.2K -174 -4%
RVPG
1037
Relative Value Partners Group
$1.28M +$1.32M +4,082 New
FFM
1038
Forum Financial Management
Illinois
$1.28M -$124K -383 -9%
BBHC
1039
Brown Brothers Harriman & Co
New York
$1.27M -$40.7K -126 -3%
SI
1040
Seeds Investor
New York
$1.26M +$106K +329 +9%
STCG
1041
Speece Thorson Capital Group
Minnesota
$1.26M -$51.3K -159 -4%
JSC
1042
Jackson Square Capital
California
$1.26M +$133K +411 +11%
ZIC
1043
ZWJ Investment Counsel
Georgia
$1.26M
LWA
1044
Lantern Wealth Advisors
New York
$1.25M -$32.3K -100 -2%
RCS
1045
Retirement Capital Strategies
California
$1.25M
SPC
1046
Spirepoint Private Client
Florida
$1.25M -$132K -408 -9%
PAM
1047
Panagora Asset Management
Massachusetts
$1.25M -$346K -1,072 -21%
NC
1048
NovaPoint Capital
Georgia
$1.25M +$62.3K +193 +5%
TCM
1049
Twin Capital Management
Pennsylvania
$1.25M -$12.3K -38 -0.9%
BWM
1050
Buckley Wealth Management
Nevada
$1.25M -$136K -420 -10%