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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Dynasty Wealth Management
Florida
$710K +$666K +4,568 New
AWM
402
Apollon Wealth Management
South Carolina
$708K +$18.8K +129 +3%
AF
403
Allworth Financial
California
$698K +$213K +1,458 +52%
AFCM
404
Applied Finance Capital Management
Puerto Rico
$684K +$642K +4,404 New
Brown Advisory
405
Brown Advisory
Maryland
$682K +$729 +5 +0.1%
AIM
406
Achmea Investment Management
Netherlands
$675K -$2.55M -17,500 -80%
MCWS
407
McKinley Carter Wealth Services
West Virginia
$672K
CCP
408
Carmel Capital Partners
California
$667K +$17.3K +119 +3%
BWIA
409
Bryant Woods Investment Advisors
New York
$655K +$503K +3,452 +178%
SW
410
SteelPeak Wealth
California
$653K -$1.18M -8,069 -66%
Teacher Retirement System of Texas
411
Teacher Retirement System of Texas
Texas
$639K -$184K -1,260 -23%
VH
412
Visionary Horizons
Tennessee
$636K
Lido Advisors
413
Lido Advisors
California
$636K -$3.35K -23 -0.6%
SW
414
SMART Wealth
Nebraska
$633K +$151K +1,038 +34%
GCP
415
GSA Capital Partners
United Kingdom
$632K +$244K +1,674 +70%
PP
416
Prudential plc
United Kingdom
$621K +$241K +1,650 +70%
AM
417
AGF Management
Ontario, Canada
$617K +$578K +3,968 New
EBT
418
Enterprise Bank & Trust
Massachusetts
$608K
CA
419
Commerzbank Aktiengesellschaft
Germany
$607K +$217K +1,489 +62%
VF
420
Virtu Financial
New York
$604K -$728K -4,993 -56%
PRWA
421
Platte River Wealth Advisors
Colorado
$594K
HWAM
422
Hennion & Walsh Asset Management
New Jersey
$593K +$3.35K +23 +0.6%
LIM
423
Loudon Investment Management
New Hampshire
$589K
PAS
424
Park Avenue Securities
New York
$586K +$11.5K +79 +2%
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$585K +$29.9K +205 +6%