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Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
1451
Trail Ridge Investment Advisors
Colorado
$2.72M -$101K -221 -4%
MA
1452
Mutual Advisors
Nebraska
$2.72M +$406K +888 +19%
SIA
1453
SeaBridge Investment Advisors
New Jersey
$2.7M +$329K +720 +15%
WIS
1454
Wright Investors Service
Connecticut
$2.7M -$5.03K -11 -0.2%
WAM
1455
Weatherly Asset Management
California
$2.68M +$59.4K +130 +2%
CM
1456
Churchill Management
California
$2.68M -$501K -1,096 -16%
UWS
1457
Unique Wealth Strategies
Illinois
$2.67M +$189K +414 +8%
CL
1458
Choreo LLC
Illinois
$2.67M -$148K -324 -6%
BIA
1459
Benchmark Investment Advisors
Illinois
$2.66M -$2.29K -5 -0.1%
RA
1460
RiverPark Advisors
New York
$2.66M -$81.8K -179 -3%
GWMR
1461
GC Wealth Management RIA
Massachusetts
$2.66M +$476K +1,042 +23%
VFA
1462
Voya Financial Advisors
Connecticut
$2.65M -$40.7K -89 -2%
WAP
1463
Wealthcare Advisory Partners
Pennsylvania
$2.65M +$280K +613 +13%
MLA
1464
My Legacy Advisors
Oregon
$2.65M +$21K +46 +0.8%
AF
1465
Ally Financial
Michigan
$2.65M +$2.51M +5,500 New
MWM
1466
Marion Wealth Management
Pennsylvania
$2.65M +$11.4K +25 +0.5%
BWG
1467
Boomfish Wealth Group
Georgia
$2.64M -$163K -357 -6%
MSFS
1468
Main Street Financial Solutions
Pennsylvania
$2.62M +$31.1K +68 +1%
SFG
1469
Sovereign Financial Group
Connecticut
$2.62M
MIA
1470
MeadowBrook Investment Advisors
Michigan
$2.61M -$151K -330 -6%
PRS
1471
Pinkerton Retirement Specialists
Idaho
$2.61M -$65.8K -144 -3%
CWM
1472
Cordatus Wealth Management
Pennsylvania
$2.6M +$11.9K +26 +0.5%
TWM
1473
Tolleson Wealth Management
Texas
$2.6M -$258K -564 -9%
SCI
1474
Stableford Capital II
Arizona
$2.6M -$214K -469 -8%
LWL
1475
Leo Wealth LLC
Texas
$2.59M +$270K +590 +12%