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Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Clearstead Advisors
Ohio
$256K -$16.2K -90 -5%
EP
627
Essential Partners
California
$254K -$36.8K -205 -11%
EWM
628
Empirical Wealth Management
Washington
$254K -$62.5K -348 -18%
MAS
629
Meeder Advisory Services
Ohio
$253K +$7.9K +44 +3%
SPWM
630
Spartan Planning & Wealth Management
North Carolina
$252K – – –
BCA
631
Bay Capital Advisors
Virginia
$250K – – –
RP
632
Rice Partnership
Hawaii
$249K – – –
CIAS
633
Capital Investment Advisory Services
North Carolina
$249K +$36.1K +201 +14%
CD
634
Chapin Davis
Maryland
$249K – – –
DT
635
DV Trading
Illinois
$249K +$215K +1,200 +300%
BMWS
636
Brady Martz Wealth Solutions
North Dakota
$247K +$285K +1,590 New
NS
637
NBC Securities
Alabama
$247K – – –
CI
638
CX Institutional
Indiana
$247K -$23.2K -129 -8%
ECM
639
Evergreen Capital Management
Washington
$245K +$41.3K +230 +17%
KCP
640
Kera Capital Partners
California
$245K -$24.1K -134 -8%
OIA
641
OneDigital Investment Advisors
Kansas
$244K -$141K -788 -33%
DWM
642
Dakota Wealth Management
Florida
$242K -$1.53M -8,527 -85%
OMC
643
Old Mission Capital
Illinois
$242K +$280K +1,558 New
RWM
644
Revisor Wealth Management
Ohio
$241K +$359 +2 +0.1%
LWM
645
LeConte Wealth Management
Tennessee
$237K -$41.1K -229 -13%
FFC
646
Frederick Financial Consultants
Maryland
$231K -$718 -4 -0.3%
WPC
647
Wedmont Private Capital
Pennsylvania
$230K +$46.9K +261 +22%
CAM
648
Claret Asset Management
Quebec, Canada
$229K – – –
FFP
649
FourThought Financial Partners
Florida
$228K +$48.7K +271 +23%
VSQM
650
V-Square Quantitative Management
Illinois
$228K -$17.6K -98 -6%