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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
651
Byrne Asset Management
New Jersey
$2.99K
Federated Hermes
652
Federated Hermes
Pennsylvania
$2.99K -$10.1M -210,260 -100%
IFAM
653
Institutional & Family Asset Management
Colorado
$2.8K
MCM
654
MV Capital Management
Maryland
$2.61K +$1.01K +21 +60%
WPA
655
West Paces Advisors
Georgia
$2.15K
RWM
656
Raffa Wealth Management
District of Columbia
$2.1K
CAS
657
Coppell Advisory Solutions
Texas
$2.05K +$2.12K +44 New
CASC
658
Coppell Advisory Solutions Corp
Texas
$2.05K +$2.12K +44 New
TCA
659
Trifecta Capital Advisors
Illinois
$2.01K +$2.07K +43 New
FMP
660
Financial Management Professionals
Texas
$2K +$2.41K +50 New
Kayne Anderson Rudnick Investment Management
661
Kayne Anderson Rudnick Investment Management
California
$1.96K
FCA
662
Fortis Capital Advisors
Kansas
$1.68K +$1.74K +36 New
NC
663
NewSquare Capital
Pennsylvania
$1.49K +$1.54K +32 New
DI
664
Disciplined Investments
Oklahoma
$1.45K +$289 +6 +24%
AF
665
Advisornet Financial
Minnesota
$1.4K +$1.45K +30 New
SC
666
Schubert & Co
Texas
$1.35K -$819 -17 -37%
MWM
667
MinichMacGregor Wealth Management
New York
$1.26K +$1.3K +27 New
GMA
668
Glassy Mountain Advisors
Maryland
$1.21K +$1.25K +26 New
GTAM
669
Global Trust Asset Management
Florida
$1.2K +$1.25K +26 New
EBA
670
Eagle Bay Advisors
New York
$1.17K
HI
671
Harbour Investments
Wisconsin
$1.17K +$916 +19 +317%
EE
672
EWG Elevate
California
$1.12K +$1.16K +24 New
PWMG
673
Prestige Wealth Management Group
New Jersey
$1.07K
MFT
674
Moisand Fitzgerald Tamayo
Florida
$1.03K +$1.06K +22 New
SC
675
Sierra Capital
Florida
$1K