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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
401
Signet Financial Management
New Jersey
$1.86M +$44.2K +891 +3%
AWS
402
Atria Wealth Solutions
New York
$1.86M +$1.61M +32,353 New
AIM
403
Acropolis Investment Management
Missouri
$1.85M +$127K +2,562 +9%
WAL
404
W Advisors LLC
Tennessee
$1.84M +$6.85K +138 +0.4%
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$1.81M +$19.8K +398 +1%
MML Investors Services
406
MML Investors Services
Massachusetts
$1.8M +$518K +10,439 +50%
TA
407
TKG Advisors
Indiana
$1.8M +$1.55M +31,303 New
KWM
408
Kingsview Wealth Management
Oregon
$1.79M +$1.22M +24,584 +368%
CCG
409
Ceeto Capital Group
Florida
$1.78M -$99.3K -2,000 -6%
OQS
410
Occudo Quantitative Strategies
Florida
$1.77M +$1.54M +30,923 New
GT
411
Greenleaf Trust
Michigan
$1.77M +$33.3K +670 +2%
DADC
412
D.A. Davidson & Co
Montana
$1.77M +$649K +13,077 +74%
CB
413
Commerce Bank
Missouri
$1.75M +$17.2K +346 +1%
IB
414
Intrust Bank
Kansas
$1.75M +$82.5K +1,662 +6%
BL
415
Balentine LLC
Georgia
$1.74M +$945K +19,037 +170%
SPC
416
Sigma Planning Corp
Michigan
$1.73M -$119K -2,391 -7%
PI
417
PFS Investments
Georgia
$1.73M +$1.49M +30,082 New
BA
418
Bellwether Advisors
Nebraska
$1.72M +$1.49M +30,017 New
RC
419
RBF Capital
California
$1.72M
HSA
420
HBK Sorce Advisory
Pennsylvania
$1.72M -$247K -4,984 -14%
ZCM
421
Ziegler Capital Management
Illinois
$1.72M +$1.49M +29,996 New
SB
422
Simmons Bank
Arkansas
$1.71M -$94.2K -1,897 -6%
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$1.7M +$79.6K +1,604 +6%
CIA
424
Choate Investment Advisors
Massachusetts
$1.7M -$137K -2,765 -9%
QCM
425
Quantinno Capital Management
New York
$1.68M +$95.5K +1,923 +7%