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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
576
Geneos Wealth Management
Colorado
$927K -$93K -6,893 -9%
TCWM
577
Total Clarity Wealth Management
Illinois
$911K -$2.59K -192 -0.3%
CWA
578
Centennial Wealth Advisory
Michigan
$911K -$416K -30,814 -32%
WI
579
Westbourne Investments
Virginia
$911K +$91.2K +6,761 +12%
NAAA
580
New Age Alpha Advisors
New York
$907K -$2.45M -181,367 -74%
CIA
581
Capital Investment Advisors
Georgia
$905K +$3.59K +266 +0.4%
AFP
582
Ausdal Financial Partners
Iowa
$884K -$2.22M -164,708 -72%
FMWA
583
Forvis Mazars Wealth Advisors
Missouri
$878K -$22.9K -1,700 -3%
AFG
584
Atomi Financial Group
New York
$876K +$33.6K +2,487 +4%
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$875K -$64.1K -4,753 -7%
PWM
586
Perigon Wealth Management
California
$875K +$441K +32,678 +108%
I
587
INVST
Indiana
$874K -$2.16K -160 -0.3%
HC
588
Hamilton Capital
Ohio
$862K +$23.2K +1,720 +3%
JWA
589
JFS Wealth Advisors
Pennsylvania
$861K +$2.7K +200 +0.3%
TE
590
Tema ETFs
New York
$854K +$80.2K +5,945 +11%
SAI
591
Savvy Advisors Inc
New York
$849K -$107K -7,914 -11%
BB
592
Burford Brothers
Texas
$841K +$5.32K +394 +0.7%
UIM
593
USS Investment Management
United Kingdom
$837K -$4.69M -347,900 -85%
NEWAS
594
N.E.W. Advisory Services
Wisconsin
$837K +$175 +13 +0%
BCM
595
Bayesian Capital Management
New York
$831K +$807K +59,800 New
ECM
596
Evergreen Capital Management
Washington
$827K -$785K -58,194 -49%
OFS
597
OneAscent Financial Services
Alabama
$825K -$19.2K -1,422 -2%
DFCM
598
Dark Forest Capital Management
Puerto Rico
$822K -$1.26M -93,654 -61%
CFO
599
Callan Family Office
Pennsylvania
$820K -$26.8K -1,988 -3%
FMI
600
Frec Markets Inc
California
$809K +$343K +25,387 +77%