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Name Holding Trade Value Shares
Change
Change in
Stake
EWS
601
Evergreen Wealth Solutions
Pennsylvania
$568K +$169K +4,033 +49%
LSL
602
Legacy Solutions LLC
Pennsylvania
$567K -$2.59K -62 -0.5%
KA
603
KLCM Advisors
Wisconsin
$566K +$100K +2,400 +24%
NICM
604
Neo Ivy Capital Management
New York
$559K +$107K +2,550 +27%
CAMG
605
CWA Asset Management Group
Florida
$558K +$17.3K +415 +4%
PA
606
Pinnacle Associates
New York
$557K +$22.5K +539 +5%
SA
607
Strategic Advisors
New York
$555K +$125 +3 +0%
ACIM
608
Azimuth Capital Investment Management
Michigan
$555K +$2.09K +50 +0.4%
BFG
609
Bleakley Financial Group
New Jersey
$554K +$104K +2,480 +26%
SACTSONJ
610
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$553K – – –
CIA
611
Concurrent Investment Advisors
Florida
$552K +$52K +1,243 +12%
AFP
612
Ausdal Financial Partners
Iowa
$552K +$7.44K +178 +2%
CCA
613
Cora Capital Advisors
New Jersey
$550K +$42 +1 +0%
TCM
614
Teza Capital Management
Illinois
$546K +$495K +11,851 New
PA
615
Parallel Advisors
California
$535K +$137K +3,270 +39%
MWA
616
Midland Wealth Advisors
Illinois
$523K -$164K -3,935 -26%
SW
617
SVB Wealth
Massachusetts
$521K -$70.6K -1,690 -13%
CAM
618
Cidel Asset Management
Ontario, Canada
$521K -$20.7K -496 -4%
SI
619
Seeds Investor
New York
$520K +$91.8K +2,195 +24%
DO
620
denkapparat Operations
Germany
$517K +$469K +11,222 New
SAM
621
Smartleaf Asset Management
Massachusetts
$514K +$76.6K +1,832 +19%
IAS
622
Investment Advisory Services
Texas
$512K – – –
CFG
623
Citizens Financial Group
Rhode Island
$510K +$213K +5,088 +85%
PCG
624
Prosperity Consulting Group
Maryland
$508K +$9.99K +239 +2%
SGAM
625
Smith Group Asset Management
Texas
$507K – – –