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Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
501
Kayne Anderson Rudnick Investment Management
California
$12.9K – – –
SWA
502
SOA Wealth Advisors
New York
$12.8K +$379K +12,809 New
AEPWM
503
Atlantic Edge Private Wealth Management
Florida
$12.6K – – –
AWA
504
Acumen Wealth Advisors
Tennessee
$12.5K – – –
RWM
505
Raffa Wealth Management
District of Columbia
$12.5K – – –
NFSG
506
Newbridge Financial Services Group
Florida
$12.3K +$296 +10 +3%
GTAM
507
Global Trust Asset Management
Florida
$11.9K – – –
M
508
MOTCO
Texas
$11.6K +$3.13K +106 +40%
MSG
509
Main Street Group
Virginia
$11.1K – – –
MNA
510
Manning & Napier Advisors
New York
$10.9K – – –
WAS
511
Winch Advisory Services
Wisconsin
$10.7K +$10.1K +341 New
AF
512
Advisornet Financial
Minnesota
$10.1K – – –
YP
513
YANKCOM Partnership
South Dakota
$10K – – –
WSFS
514
Wilmington Savings Fund Society
Delaware
$9.45K – – –
VWA
515
Valued Wealth Advisors
Utah
$9.32K – – –
NP
516
Ninepoint Partners
Ontario, Canada
$9.16K – – –
BFPW
517
BOK Financial Private Wealth
Colorado
$9.1K +$8.58K +290 New
HNW
518
High Note Wealth
Minnesota
$9.01K – – –
AT
519
Arlington Trust
Alabama
$8.47K – – –
IAS
520
IMA Advisory Services
Colorado
$8.28K +$2.69K +91 +53%
BAM
521
Byrne Asset Management
New Jersey
$8.03K – – –
NRG
522
Nemes Rush Group
Michigan
$7.97K – – –
W
523
WealthCollab
Washington
$7.97K – – –
HHGA
524
Halbert Hargrove Global Advisors
California
$7.95K +$1.3K +44 +21%
NWM
525
Nova Wealth Management
Florida
$7.91K +$7.45K +252 New