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Name Holding Trade Value Shares
Change
Change in
Stake
RW
1301
Rede Wealth
Virginia
$297K +$271K +1,030 New
SN
1302
Sittner & Nelson
Oregon
$296K – – –
CAL
1303
Capital Advisors Ltd
Ohio
$295K – – –
PA
1304
PSI Advisors
Florida
$295K – – –
6F
1305
626 Financial
Michigan
$294K -$45.4K -173 -15%
C
1306
Covestor
United Kingdom
$294K +$39.4K +150 +17%
AF
1307
Aldebaran Financial
$293K -$11.8K -45 -4%
WMG
1308
WESCAP Management Group
California
$292K -$78.8K -300 -23%
FSBI
1309
Fearless Solutions (Best Invest)
Texas
$292K – – –
CAM
1310
Claret Asset Management
Quebec, Canada
$292K -$1.58K -6 -0.6%
HPM
1311
Hudson Portfolio Management
New York
$292K – – –
ZIC
1312
ZWJ Investment Counsel
Georgia
$292K – – –
LCGC
1313
Legacy Capital Group California
California
$291K +$1.58K +6 +0.6%
SGI
1314
Summit Global Investments
Utah
$291K +$265K +1,008 New
BCG
1315
Breakwater Capital Group
New Jersey
$291K +$19.7K +75 +8%
BCM
1316
Bienville Capital Management
New York
$290K – – –
LI
1317
LifeWealth Investments
Florida
$290K -$525 -2 -0.2%
AG
1318
AlTi Global
New York
$289K -$18.4K -70 -7%
BWP
1319
Baldwin Wealth Partners
Massachusetts
$289K – – –
CM
1320
Castleark Management
Illinois
$289K – – –
MWP
1321
Meriwether Wealth & Planning
Louisiana
$289K – – –
AF
1322
Advisornet Financial
Minnesota
$289K -$32.3K -123 -11%
GIA
1323
Gladstone Institutional Advisory
Florida
$288K -$633K -2,410 -71%
NG
1324
Northstar Group
New York
$288K – – –
CWP
1325
Core Wealth Partners
California
$288K +$1.05K +4 +0.4%