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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Security Asset Management
New York
$6.75M +$22.4K +68 +0.4%
TF
827
Tompkins Financial
New York
$6.73M -$180K -546 -3%
FG
828
Fiduciary Group
Georgia
$6.73M -$193K -587 -3%
TC
829
Trium Capital
United Kingdom
$6.72M +$6.36M +19,328 New
CAC
830
Certified Advisory Corp
Florida
$6.72M +$333K +1,011 +6%
NIM
831
Northeast Investment Management
Massachusetts
$6.65M -$70.1K -213 -1%
KPWS
832
Kestra Private Wealth Services
Texas
$6.61M -$1.17M -3,567 -16%
IHG
833
Insight Holdings Group
New York
$6.61M +$6.25M +19,000 New
USCWA
834
U.S. Capital Wealth Advisors
Texas
$6.57M -$503K -1,529 -7%
MCCA
835
Mill Creek Capital Advisors
Pennsylvania
$6.55M +$6.2M +18,824 New
AAF
836
Andra AP-fonden
Sweden
$6.54M +$165K +500 +3%
DT
837
Diversified Trust
Tennessee
$6.48M -$2.24M -6,796 -27%
BSI
838
Bennett Selby Investments
Maine
$6.47M -$104K -316 -2%
BTWM
839
Baker Tilly Wealth Management
Wisconsin
$6.45M -$1.13M -3,435 -16%
OHIS
840
Oak Harvest Investment Services
Texas
$6.43M -$337K -1,023 -5%
SC
841
Saybrook Capital
North Carolina
$6.42M
BCM
842
Brasada Capital Management
Texas
$6.41M -$103K -314 -2%
MCWS
843
McKinley Carter Wealth Services
West Virginia
$6.39M -$71.8K -218 -1%
LOPW
844
Live Oak Private Wealth
North Carolina
$6.38M -$5.92K -18 -0.1%
JWM
845
Jackson Wealth Management
Florida
$6.37M -$1.29M -3,933 -18%
FC
846
FORA Capital
Florida
$6.36M +$6.02M +18,298 New
FIM
847
Freedom Investment Management
Connecticut
$6.36M -$88.5K -269 -1%
KWMG
848
King Wealth Management Group
Florida
$6.36M +$12.5K +38 +0.2%
LW
849
Linscomb Wealth
Texas
$6.36M +$531K +1,612 +10%
AI
850
AXS Investments
New York
$6.32M -$1.08M -3,277 -15%