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Name Holding Trade Value Shares
Change
Change in
Stake
CCMU
1326
Cheyne Capital Management (UK)
United Kingdom
$3.97M -$734K -2,935 -14%
SGI
1327
Summit Global Investments
Utah
$3.97M +$4.46M +17,862 New
CWR
1328
Chico Wealth RIA
California
$3.94M +$4.42M +17,700 New
SWM
1329
SeaCrest Wealth Management
New York
$3.91M -$879K -3,519 -17%
CW
1330
CreativeOne Wealth
Kansas
$3.91M -$2M -7,994 -31%
DA
1331
Doliver Advisors
Texas
$3.9M +$361K +1,446 +9%
WANY
1332
Wealthspire Advisors (New York)
New York
$3.89M -$2.28M -9,104 -34%
HWM
1333
Hohimer Wealth Management
Washington
$3.89M +$411K +1,646 +10%
IA
1334
IndexIQ Advisors
New York
$3.88M +$1.82M +7,267 +71%
MWM
1335
Meridian Wealth Management
Kentucky
$3.87M +$145K +581 +3%
BFS
1336
Bard Financial Services
Connecticut
$3.86M +$1.34M +5,345 +45%
FMWA
1337
Forvis Mazars Wealth Advisors
Missouri
$3.84M +$1.1M +4,416 +34%
MIM
1338
Marco Investment Management
Georgia
$3.84M +$786K +3,144 +22%
CIP
1339
Capital Insight Partners
Arizona
$3.83M +$51K +204 +1%
IBOK
1340
Independence Bank of Kentucky
Kentucky
$3.83M +$1.29M +5,169 +43%
B
1341
Barings
North Carolina
$3.81M -$1.21M -4,840 -22%
BHWM
1342
Bar Harbor Wealth Management
New Hampshire
$3.8M -$763K -3,051 -15%
CA
1343
Clearstead Advisors
Ohio
$3.8M +$1.23M +4,922 +40%
CCM
1344
Compton Capital Management
Rhode Island
$3.8M +$612K +2,450 +17%
LA
1345
Legacy Advisors
Pennsylvania
$3.79M +$288K +1,153 +7%
KFA
1346
Kelleher Financial Advisors
New York
$3.78M +$585K +2,339 +16%
MHS
1347
M Holdings Securities
Oregon
$3.77M +$4.23M +16,930 New
PSP
1348
Principal Street Partners
Tennessee
$3.76M -$510K -2,041 -11%
TPA
1349
Trivium Point Advisory
Connecticut
$3.76M -$115K -462 -3%
BWA
1350
BDO Wealth Advisors
Florida
$3.75M +$999K +3,998 +31%