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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1201
EverSource Wealth Advisors
Alabama
$3.48M +$63.6K +589 +2%
WCM
1202
Wisconsin Capital Management
Wisconsin
$3.45M -$1.53M -14,185 -30%
WI
1203
Wahed Invest
New York
$3.45M +$9.82K +91 +0.3%
RSWM
1204
Robertson Stephens Wealth Management
California
$3.44M -$103K -955 -3%
HAC
1205
Harbor Advisory Corp
New Hampshire
$3.43M -$38.3K -355 -1%
AFM
1206
Abbot Financial Management
Massachusetts
$3.43M -$72.8K -674 -2%
DFG
1207
Delta Financial Group
New Jersey
$3.43M -$194K -1,795 -5%
WGAM
1208
Wilkinson Global Asset Management
New York
$3.42M -$134K -1,240 -4%
FTDI
1209
First Trust Direct Indexing
Massachusetts
$3.41M +$346K +3,204 +11%
CFCI
1210
Comprehensive Financial Consultants Institutional
Indiana
$3.41M +$127K +1,172 +4%
ST
1211
Smithfield Trust
Pennsylvania
$3.4M +$71.4K +661 +2%
FPGT
1212
Financial Partners Group (Tennessee)
Tennessee
$3.4M +$31.1K +288 +0.9%
SG Americas Securities
1213
SG Americas Securities
New York
$3.39M +$1.47M +13,580 +74%
CA
1214
Continuum Advisory
Idaho
$3.38M -$9.72K -90 -0.3%
KFBMI
1215
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.37M
LIP
1216
Liontrust Investment Partners
United Kingdom
$3.36M +$3.41M +31,552 New
QCG
1217
Quadrant Capital Group
Ohio
$3.35M +$57.8K +535 +2%
SAM
1218
Secure Asset Management
Michigan
$3.35M +$95.7K +886 +3%
LPT
1219
Legacy Private Trust
Wisconsin
$3.34M -$1.39M -12,848 -29%
NIM
1220
Nicollet Investment Management
Minnesota
$3.34M -$134K -1,238 -4%
PRS
1221
Pinkerton Retirement Specialists
Idaho
$3.34M +$377K +3,488 +13%
4WM
1222
44 Wealth Management
Oregon
$3.32M +$154K +1,426 +5%
ECM
1223
EagleClaw Capital Management
Massachusetts
$3.32M -$5.4K -50 -0.2%
MSFS
1224
Main Street Financial Solutions
Pennsylvania
$3.31M -$112K -1,034 -3%
HFM
1225
Hartford Financial Management
Connecticut
$3.31M -$98.9K -916 -3%