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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
851
Dynamic Advisor Solutions
Arizona
$8.1M +$3.18M +7,909 +69%
SFS
852
Sowell Financial Services
Arkansas
$8.1M +$262K +653 +4%
SW
853
Solidarity Wealth
Utah
$8.06M +$108K +269 +1%
IA
854
IFP Advisors
Florida
$8.05M -$15.7K -39 -0.2%
CIM
855
Contravisory Investment Management
Massachusetts
$8.03M -$17.7K -44 -0.2%
AAS
856
Avantax Advisory Services
Texas
$8.03M -$101K -251 -1%
CAC
857
Certified Advisory Corp
Florida
$8.02M -$253K -630 -3%
SW
858
SVB Wealth
Massachusetts
$7.99M +$540K +1,343 +8%
SCM
859
Shelton Capital Management
Colorado
$7.98M +$493K +1,226 +7%
TGAM
860
TBH Global Asset Management
Tennessee
$7.97M -$822K -2,047 -10%
BSI
861
Bennett Selby Investments
Maine
$7.96M +$105K +262 +1%
SSA
862
South Street Advisors
New York
$7.95M +$21.3K +53 +0.3%
AA
863
Altrafin AG
$7.94M +$1.34M +3,333 +22%
WCM
864
Wisconsin Capital Management
Wisconsin
$7.93M -$8.04K -20 -0.1%
BHWM
865
Bar Harbor Wealth Management
New Hampshire
$7.9M -$159K -396 -2%
KIA
866
Knollwood Investment Advisory
Maryland
$7.9M +$4.98M +12,400 +202%
DRD
867
Dennis R. Delaney
$7.87M -$7.23K -18 -0.1%
LG
868
Leuthold Group
Minnesota
$7.86M -$4.42K -11 -0.1%
FG
869
Fiduciary Group
Georgia
$7.85M -$80.7K -201 -1%
IPGDR
870
Investidor Profissional Gestao de Recursos
Brazil
$7.84M -$965K -2,402 -12%
PWS
871
Peloton Wealth Strategists
Indiana
$7.84M -$116K -288 -2%
CG
872
Caprock Group
Idaho
$7.8M +$169K +421 +2%
LOPW
873
Live Oak Private Wealth
North Carolina
$7.8M -$20.5K -51 -0.3%
OCAM
874
Onex Canada Asset Management
Ontario, Canada
$7.76M -$2.31M -5,740 -24%
CA
875
Callahan Advisors
Texas
$7.74M +$2.36M +5,869 +48%