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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$8.13M +$826K +23,009 +12%
MWM
102
Moran Wealth Management
Florida
$8.04M +$7.79M +216,942 New
BA
103
Bridgewater Associates
Connecticut
$7.93M +$1.29M +35,982 +20%
BFM
104
Boothbay Fund Management
New York
$7.92M -$17.6M -490,672 -70%
Federated Hermes
105
Federated Hermes
Pennsylvania
$7.91M -$213K -5,939 -3%
CYG
106
Clean Yield Group
Vermont
$7.91M +$204K +5,692 +3%
CIC
107
Canal Insurance Company
South Carolina
$7.5M
OMC
108
Old Mission Capital
Illinois
$7.4M +$4.41M +122,794 +160%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$7.39M -$201K -5,594 -3%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$7.25M +$7.02M +195,542 New
Baird Financial Group
111
Baird Financial Group
Wisconsin
$7.24M +$1.36M +37,961 +24%
SWM
112
Stockman Wealth Management
Montana
$7M +$148K +4,134 +2%
Creative Planning
113
Creative Planning
Kansas
$6.95M -$452K -12,583 -6%
ACM
114
Altrius Capital Management
North Carolina
$6.73M +$933 +26 +0%
MPM
115
Meritage Portfolio Management
Kansas
$6.56M -$61.3K -1,708 -1%
CFB
116
Cullen/Frost Bankers
Texas
$6.54M +$351K +9,777 +6%
CAN
117
Cetera Advisor Networks
California
$6.51M +$336K +9,366 +6%
BB
118
Bell Bank
North Dakota
$6.5M +$64.3K +1,790 +1%
SCP
119
Stamos Capital Partners
California
$6.34M +$2.43M +67,660 +65%
NC
120
Nicholas Company
Wisconsin
$5.98M -$1.52M -42,215 -21%
FVWA
121
Foster Victor Wealth Advisors
South Carolina
$5.94M +$209K +5,818 +4%
OCAM
122
Onex Canada Asset Management
Ontario, Canada
$5.78M -$177K -4,920 -2%
FCI
123
Financial Counselors Inc
Kansas
$5.68M +$135K +3,750 +3%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$5.68M +$2.82M +78,527 +105%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$5.57M -$350K -9,745 -6%