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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
451
Tocqueville Asset Management
New York
$248K
VFA
452
Valeo Financial Advisors
Indiana
$247K +$276K +4,870 New
MIA
453
MainStreet Investment Advisors
Illinois
$243K +$2.61K +46 +1%
CRC
454
Curi RMB Capital
Illinois
$241K -$5.11K -90 -2%
BDF
455
Black Diamond Financial
Maryland
$240K
GCP
456
GSA Capital Partners
United Kingdom
$237K +$266K +4,679 New
AWS
457
Atria Wealth Solutions
New York
$236K -$236K -4,155 -47%
RFM
458
Royal Fund Management
Florida
$233K -$2.78K -49 -1%
IWM
459
Integris Wealth Management
California
$232K
AF
460
Allworth Financial
California
$230K +$11.5K +202 +5%
DWM
461
Dakota Wealth Management
Florida
$228K
CWM
462
Cornerstone Wealth Management
Missouri
$226K -$6.02K -106 -2%
PGFC
463
Peapack-Gladstone Financial Corp
New Jersey
$226K -$8.52K -150 -3%
SC
464
Savant Capital
Illinois
$222K -$19.8K -348 -7%
EW
465
Evoke Wealth
California
$221K +$10.9K +192 +5%
SS
466
Sound Stewardship
Kansas
$214K
BPA
467
Beacon Pointe Advisors
California
$211K +$40.3K +710 +21%
AWM
468
Accurate Wealth Management
Florida
$210K +$36.4K +642 +18%
VSQM
469
V-Square Quantitative Management
Illinois
$209K +$205K +3,618 +705%
VAM
470
Verity Asset Management
North Carolina
$208K -$5.45K -96 -2%
DADC
471
D.A. Davidson & Co
Montana
$207K +$170 +3 +0.1%
API
472
Advisor Partners II
California
$206K -$34.7K -612 -13%
NS
473
NBC Securities
Alabama
$206K +$231K +4,074 New
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$206K -$31.1K -547 -12%
PFG
475
PAX Financial Group
Texas
$204K +$9.08K +160 +4%