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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
126
Childress Capital Advisors
Texas
$3.58M
SPIA
127
Steward Partners Investment Advisory
New York
$3.55M +$652K +12,438 +23%
IAA
128
Independent Advisor Alliance
North Carolina
$3.53M +$1.21K +23 +0%
Ameriprise
129
Ameriprise
Minnesota
$3.35M -$225K -4,300 -6%
AI
130
ArchPoint Investors
Florida
$3.26M +$33.2K +634 +1%
CA
131
CoreCap Advisors
Michigan
$3.21M +$3.05M +58,252 +3,461%
PWP
132
Private Wealth Partners
California
$3.21M
DC
133
Davenport & Co
Virginia
$3.19M -$432K -8,253 -12%
JHCP
134
Jackson Hole Capital Partners
Oklahoma
$3.16M -$260K -4,958 -8%
AWS
135
Atria Wealth Solutions
New York
$3.11M +$34.2K +653 +1%
CG
136
Castellan Group
Kentucky
$3.09M +$3.02M +57,653 New
MCM
137
MAI Capital Management
Ohio
$3.09M +$146K +2,796 +5%
GSWM
138
Greenup Street Wealth Management
Michigan
$3.03M +$2.97M +56,619 New
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$3.01M +$218K +4,169 +8%
GA
140
GraniteShares Advisors
New York
$2.93M +$174K +3,320 +6%
WJWM
141
Williams Jones Wealth Management
New York
$2.92M -$220K -4,202 -7%
SIC
142
Samalin Investment Counsel
New York
$2.88M -$104K -1,982 -4%
PAG
143
Private Advisor Group
New Jersey
$2.81M +$37.8K +722 +1%
Creative Planning
144
Creative Planning
Kansas
$2.78M +$2.36K +45 +0.1%
MOACM
145
Mutual of America Capital Management
New York
$2.76M
NRCM
146
Northern Right Capital Management
Connecticut
$2.74M
MMA
147
Mizuho Markets Americas
New York
$2.57M +$1.31M +24,989 +109%
SAM
148
Silvercrest Asset Management
New York
$2.53M +$279K +5,320 +13%
Cerity Partners
149
Cerity Partners
New York
$2.53M -$210 -4 -0%
DA
150
Doliver Advisors
Texas
$2.37M -$13.1K -250 -0.6%