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Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Allworth Financial
California
$501K +$226K +3,654 +85%
SOAMC
402
Spirit of America Management Corp
New York
$499K +$195K +3,150 +64%
TC
403
Trust Company
Kansas
$495K +$125K +2,020 +34%
AWS
404
Atria Wealth Solutions
New York
$494K -$16.3K -264 -3%
AI
405
Atria Investments
North Carolina
$493K +$249K +4,030 +101%
TCA
406
Transcend Capital Advisors
New Jersey
$493K
NB
407
Nicolet Bankshares
Wisconsin
$492K
BCP
408
Blackhawk Capital Partners
Wisconsin
$492K +$136K +2,201 +38%
CPIG
409
Chicago Partners Investment Group
Illinois
$492K +$21.2K +343 +4%
UCFA
410
United Capital Financial Advisors
Texas
$491K +$15.4K +249 +3%
HWM
411
HB Wealth Management
Georgia
$489K +$31.3K +506 +7%
MYAM
412
Meiji Yasuda Asset Management
Japan
$488K +$30.3K +490 +7%
MWM
413
Mattern Wealth Management
Kansas
$487K -$71.8K -1,161 -13%
SS
414
Sunbelt Securities
Texas
$486K +$8.04K +130 +2%
AC
415
Allstate Corporation
Illinois
$486K +$489K +7,902 New
TPBG
416
Turning Point Benefit Group
Maryland
$484K +$494K +7,985 New
CAM
417
Cresset Asset Management
Illinois
$483K -$1.12M -18,117 -70%
PAS
418
Park Avenue Securities
New York
$481K +$74.7K +1,208 +18%
EF
419
Empirical Finance
Pennsylvania
$472K -$5.32K -86 -1%
MGP
420
Metis Global Partners
California
$471K +$17.9K +290 +4%
ECM
421
Evergreen Capital Management
Washington
$470K +$4.76K +77 +1%
JWM
422
Jeppson Wealth Management
California
$466K -$12.4K -200 -3%
NPFS
423
Novak & Powell Financial Services
Florida
$457K +$4.82K +78 +1%
EC
424
EntryPoint Capital
New York
$457K +$459K +7,419 New
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$451K +$11.3K +182 +3%