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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1076
Clearwave Capital
California
$221K +$214K +15,884 New
NW
1077
NewEdge Wealth
Pennsylvania
$221K +$41.6K +3,081 +24%
SWM
1078
Sculati Wealth Management
Michigan
$221K – – –
CRI
1079
Colonial River Investments
Virginia
$220K -$12.2K -902 -5%
RL
1080
Rogco LP
Oklahoma
$220K – – –
CFM
1081
Compass Financial Management
Florida
$219K +$210K +15,586 New
BHC
1082
Bull Harbor Capital
Maryland
$219K +$212K +15,727 New
CFP
1083
Catalyst Financial Partners
Massachusetts
$217K +$16.1K +1,195 +8%
MCA
1084
Millennium Capital Advisors
Arkansas
$217K +$364 +27 +0.2%
WG
1085
Winton Group
United Kingdom
$216K -$355K -26,284 -63%
MWM
1086
McMill Wealth Management
Nebraska
$215K +$135 +10 +0.1%
OIS
1087
OneAscent Investment Solutions
Alabama
$215K -$76.5K -5,667 -27%
NG
1088
Novem Group
New York
$215K -$6.57K -487 -3%
EA
1089
Everpar Advisors
Oklahoma
$215K +$39.4K +2,922 +23%
Jacobs Levy Equity Management
1090
Jacobs Levy Equity Management
New Jersey
$214K +$208K +15,415 New
LWP
1091
LMG Wealth Partners
Louisiana
$214K – – –
5NPW
1092
55 North Private Wealth
Florida
$214K +$46.9K +3,476 +29%
EGA
1093
E&G Advisors
Texas
$213K -$13.5K -1,000 -6%
ARG
1094
Advisory Resource Group
Oklahoma
$213K +$783 +58 +0.4%
GS
1095
GWN Securities
Florida
$213K -$22.1K -1,640 -10%
GT
1096
Glenview Trust
Kentucky
$212K -$432 -32 -0.2%
SW
1097
SVB Wealth
Massachusetts
$212K -$122K -9,046 -37%
DE
1098
Defiance ETFs
New York
$212K +$35.6K +2,640 +21%
BAM
1099
Berkshire Asset Management
Pennsylvania
$211K -$1.81K -134 -0.9%
MAWA
1100
Moss Adams Wealth Advisors
Washington
$211K +$7.62K +565 +4%