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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Congress Wealth Management
Massachusetts
$787K +$442K +10,572 +159%
NWM
527
Napa Wealth Management
California
$785K +$712K +17,029 New
IWM
528
IHT Wealth Management
Illinois
$785K -$32.9K -788 -4%
OQS
529
Occudo Quantitative Strategies
Florida
$776K +$726K +17,365 New
B
530
Bailard
California
$775K +$72.6K +1,736 +12%
Jones Financial Companies
531
Jones Financial Companies
Missouri
$773K +$162K +3,868 +29%
SAI
532
Savvy Advisors Inc
New York
$763K +$37.2K +891 +6%
SGI
533
Summit Global Investments
Utah
$761K +$690K +16,505 New
ACA
534
Aptus Capital Advisors
Alabama
$761K +$89.5K +2,140 +15%
NSIM
535
North Star Investment Management
Illinois
$759K +$2.67K +64 +0.4%
CFG
536
Cooper Financial Group
California
$758K +$63.3K +1,515 +10%
JCM
537
Jacobi Capital Management
Pennsylvania
$758K +$5.56K +133 +0.8%
FIA
538
Foundations Investment Advisors
Arizona
$757K +$401K +9,598 +141%
NIM
539
Nexus Investment Management
Ontario, Canada
$757K +$63.3K +1,515 +15%
SLWA
540
San Luis Wealth Advisors
California
$744K +$675K +16,141 New
WSFS
541
Wilmington Savings Fund Society
Delaware
$741K +$260K +6,220 +63%
S
542
SignatureFD
Georgia
$739K +$43.2K +1,034 +7%
SPC
543
Sigma Planning Corp
Michigan
$738K +$21.2K +508 +3%
SC
544
Steph & Co
Wisconsin
$728K -$40K -958 -6%
TBT
545
Texas Bank & Trust
Texas
$728K -$38.4K -918 -5%
WCP
546
Wealthcare Capital Partners
Pennsylvania
$726K +$5.14K +123 +0.8%
CIBC Private Wealth Group
547
CIBC Private Wealth Group
Georgia
$724K -$1.46K -35 -0.2%
QCG
548
Quadrant Capital Group
Ohio
$719K +$428K +10,242 +191%
AWS
549
Atria Wealth Solutions
New York
$714K +$66.5K +1,592 +11%
FRA
550
Frank Rimerman Advisors
California
$711K +$75.5K +1,805 +13%