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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
576
Coldstream Capital Management
Washington
$279K +$13.6K +136 +5%
RWM
577
Ritholtz Wealth Management
New York
$276K +$25.1K +252 +9%
EFS
578
Essex Financial Services
Connecticut
$275K -$599 -6 -0.2%
KFS
579
Kaizen Financial Strategies
California
$272K +$285K +2,853 New
BMCM
580
Bryn Mawr Capital Management
Pennsylvania
$268K -$9.28K -93 -3%
AFG
581
Atomi Financial Group
New York
$268K -$80.8K -810 -22%
TPI
582
Trust Point Inc
Wisconsin
$265K -$50.1K -502 -15%
CIA
583
Concurrent Investment Advisors
Florida
$263K +$279K +2,799 New
ACA
584
Aptus Capital Advisors
Alabama
$263K -$8.28K -83 -3%
SI
585
Stirlingshire Investments
New York
$261K +$277K +2,773 New
BAM
586
Belpointe Asset Management
Nevada
$258K -$45.7K -458 -14%
P
587
&Partners
Tennessee
$257K +$272K +2,729 New
PGF
588
Plan Group Financial
Oklahoma
$256K +$56.6K +567 +26%
FCG
589
Fielder Capital Group
Tennessee
$255K +$5.69K +57 +2%
SAM
590
Sectoral Asset Management
Quebec, Canada
$254K -$39.9K -400 -15%
RA
591
RFG Advisory
Alabama
$252K -$578K -5,791 -68%
TG
592
TCW Group
California
$251K +$12.9K +129 +5%
RWM
593
Revisor Wealth Management
Ohio
$247K +$22K +220 +9%
MAS
594
Meeder Advisory Services
Ohio
$246K -$11.5K -115 -4%
TRCT
595
Tower Research Capital (TRC)
New York
$245K -$287K -2,874 -53%
BIG
596
Brooklyn Investment Group
New York
$244K +$259K +2,592 New
PAG
597
Poinciana Advisors Group
Florida
$243K – – –
DC
598
Davenport & Co
Virginia
$242K +$41.9K +420 +20%
TE
599
Tema ETFs
New York
$241K +$698 +7 +0.3%
SP
600
Symmetry Partners
Connecticut
$237K +$4.59K +46 +2%