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Name Holding Trade Value Shares
Change
Change in
Stake
GM
901
GeoWealth Management
Illinois
$335K -$57.3K -724 -15%
AWM
902
Aprio Wealth Management
Georgia
$335K +$66K +834 +24%
GLA
903
Great Lakes Advisors
Illinois
$333K +$36.4K +460 +12%
JF
904
Joule Financial
Kentucky
$333K +$5.14K +65 +2%
SI
905
Severin Investments
Missouri
$332K -$30.9K -390 -8%
HIC
906
Holderness Investments Company
North Carolina
$331K -$7.52K -95 -2%
IAS
907
Investment Advisory Services
Texas
$329K -$14.4K -182 -4%
WSC
908
Wellington Shields & Co
New York
$328K -$15.8K -200 -5%
IAN
909
Integrated Advisors Network
Texas
$326K +$15.5K +196 +5%
BC
910
Brookfield Corp
Ontario, Canada
$326K
DIA
911
Dean Investment Associates
Ohio
$326K -$5.38K -68 -2%
SCP
912
Sivia Capital Partners
California
$324K +$95.3K +1,204 +41%
SCM
913
Shelton Capital Management
Colorado
$323K
DWP
914
Daymark Wealth Partners
Ohio
$322K +$70.4K +889 +28%
PC
915
PCB Capital
New Jersey
$321K +$322K +4,067 New
OAS
916
Optivise Advisory Services
Tennessee
$319K +$115K +1,454 +56%
AO
917
Advisor OS
Illinois
$318K -$22.3K -282 -7%
NFA
918
Northern Financial Advisors
Michigan
$318K -$264K -3,331 -45%
1C
919
111 Capital
France
$317K +$318K +4,016 New
NG
920
Novem Group
New York
$317K -$87.1K -1,101 -22%
CCG
921
Ceeto Capital Group
Florida
$316K -$791K -10,000 -71%
AAM
922
AR Asset Management
California
$316K
BA
923
Bridgewater Advisors
New York
$315K +$11.1K +140 +4%
CWM
924
Cornerstone Wealth Management
Missouri
$313K +$396 +5 +0.1%
AWM
925
Allen Wealth Management
North Carolina
$313K +$79 +1 +0%