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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1051
Avidian Wealth Enterprises
Texas
$252K +$235K +1,820 New
CFO
1052
Collective Family Office
Pennsylvania
$251K -$4.38K -34 -2%
SA
1053
Strategic Advisors
New York
$251K +$34.5K +268 +17%
GD
1054
Grandfield & Dodd
New York
$250K
CFA
1055
CWS Financial Advisors
Michigan
$249K -$2.58K -20 -1%
LFA
1056
Landmark Financial Advisors
Kentucky
$249K
1SB
1057
1ST Source Bank
Indiana
$248K -$24.2K -188 -9%
WFC
1058
Western Financial Corp
California
$248K
BTW
1059
Boston Trust Walden
Massachusetts
$245K
LSPW
1060
Lake Street Private Wealth
Illinois
$245K +$229K +1,775 New
GHA
1061
GW Henssler & Associates
Georgia
$242K -$7M -54,272 -97%
IA
1062
IFP Advisors
Florida
$242K -$47.4K -368 -17%
MIP
1063
Marietta Investment Partners
Wisconsin
$242K +$226K +1,750 New
GIA
1064
Granite Investment Advisors
New Hampshire
$239K -$7.78M -60,348 -97%
IFG
1065
Investors Financial Group
Minnesota
$239K
CAM
1066
Congress Asset Management
Massachusetts
$238K
TFS
1067
TrustCore Financial Services
Tennessee
$238K +$16.1K +125 +8%
AWA
1068
Arete Wealth Advisors
Illinois
$236K -$2.45K -19 -1%
DDPIC
1069
Deroy & Devereaux Private Investment Counsel
Michigan
$235K -$13.7M -106,427 -98%
MCM
1070
Murphy Capital Management
New Jersey
$235K
CWM
1071
Cornerstone Wealth Management
Missouri
$234K -$25.5K -198 -10%
NIA
1072
NIA Impact Advisors
California
$234K +$387 +3 +0.2%
PCS
1073
Personal CFO Solutions
New Jersey
$234K +$218K +1,693 New
Nomura Holdings
1074
Nomura Holdings
Japan
$233K -$1.64M -12,730 -88%
PG
1075
Pendal Group
Australia
$233K +$217K +1,687 New