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Name Holding Trade Value Shares
Change
Change in
Stake
NFA
1226
Northern Financial Advisors
Michigan
$1.73M +$9.8K +50 +0.6%
CFP
1227
Cascade Financial Partners
California
$1.73M
TPA
1228
Trivium Point Advisory
Connecticut
$1.73M -$603K -3,076 -27%
AIM
1229
Anchor Investment Management
South Carolina
$1.72M +$29.2K +149 +2%
MNBTD
1230
Moody National Bank Trust Division
Texas
$1.72M -$25.5K -130 -2%
BHBT
1231
Burke & Herbert Bank & Trust
Virginia
$1.72M +$22.9K +117 +2%
LSPW
1232
Lake Street Private Wealth
Illinois
$1.71M -$69.8K -356 -4%
SEIA
1233
Signature Estate & Investment Advisors
California
$1.71M -$141K -717 -8%
JAG
1234
Journey Advisory Group
Kentucky
$1.71M
EB
1235
Exchange Bank
California
$1.71M
CFA
1236
CWS Financial Advisors
Michigan
$1.71M -$115K -588 -7%
PCA
1237
Prosperity Capital Advisors
Ohio
$1.7M -$196 -1 -0%
VWM
1238
Venturi Wealth Management
Texas
$1.7M -$499K -2,547 -25%
AC
1239
Arjuna Capital
North Carolina
$1.69M -$2.94K -15 -0.2%
WCM
1240
Weik Capital Management
Pennsylvania
$1.69M -$2.94K -15 -0.2%
AWE
1241
Avidian Wealth Enterprises
Texas
$1.69M +$122K +620 +9%
HCM
1242
Howland Capital Management
Massachusetts
$1.68M -$139K -707 -8%
RMA
1243
Roffman Miller Associates
Pennsylvania
$1.68M +$240K +1,222 +19%
RAM
1244
Roanoke Asset Management
New Jersey
$1.68M -$27.4K -140 -2%
Empower Advisory Group
1245
Empower Advisory Group
Colorado
$1.67M -$250K -1,275 -14%
BOSSRA
1246
B.O.S.S. Retirement Advisors
Utah
$1.67M +$14.1K +72 +1%
Walleye Capital
1247
Walleye Capital
New York
$1.67M -$591K -3,014 -29%
PWM
1248
PBMares Wealth Management
Virginia
$1.66M -$196 -1 -0%
BAM
1249
Brave Asset Management
New Jersey
$1.65M
Financial Engines Advisors
1250
Financial Engines Advisors
California
$1.65M +$359K +1,831 +32%