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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
801
Schnieders Capital Management
California
$3.52M -$801K -19,710 -22%
PPW
802
Parcion Private Wealth
Washington
$3.52M +$62.3K +1,534 +2%
AWMT
803
AAFMAA Wealth Management & Trust
North Carolina
$3.52M
PAS
804
Park Avenue Securities
New York
$3.49M +$38.5K +947 +1%
KJHP
805
K.J. Harrison & Partners
Ontario, Canada
$3.49M -$203K -5,000 -7%
GXJ
806
Global X Japan
Japan
$3.49M +$2.82M +69,435 New
B
807
Bellecapital
Switzerland
$3.49M -$373K -9,193 -12%
HAG
808
HighPoint Advisor Group
Illinois
$3.48M +$3.38M +83,182 New
TFA
809
Toth Financial Advisory
Virginia
$3.48M +$1.06M +26,047 +60%
KWA
810
Kingswood Wealth Advisors
California
$3.46M +$1.7M +41,766 +154%
RFM
811
Royal Fund Management
Florida
$3.45M -$148K -3,653 -5%
WSTAM
812
Wilbanks Smith & Thomas Asset Management
Virginia
$3.44M +$15.8K +390 +0.6%
CIC
813
Carnegie Investment Counsel
Ohio
$3.44M +$683K +16,811 +33%
SPC
814
Sigma Planning Corp
Michigan
$3.44M +$289K +7,103 +12%
ET
815
Entropy Technologies
New York
$3.42M +$2.77M +68,155 New
GHAM
816
Gilman Hill Asset Management
Connecticut
$3.4M -$15.2K -375 -0.6%
GP
817
Greenline Partners
New York
$3.35M
VCA
818
Verdence Capital Advisors
Maryland
$3.35M -$22.6K -557 -0.8%
IEFM
819
IQ EQ Fund Management
Ireland
$3.34M +$1.46K +36 +0.1%
PFM
820
Premier Fund Managers
United Kingdom
$3.34M +$146K +3,596 +6%
DWM
821
Dakota Wealth Management
Florida
$3.33M +$188K +4,628 +8%
PCIA
822
Prime Capital Investment Advisors
Kansas
$3.33M +$751K +18,481 +39%
SCM
823
SOL Capital Management
Maryland
$3.31M
BTW
824
Boston Trust Walden
Massachusetts
$3.31M -$21.3K -525 -0.8%
IAIM
825
International Assets Investment Management
Florida
$3.31M -$274K -6,746 -9%