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Name Holding Trade Value Shares
Change
Change in
Stake
GF
1751
Gries Financial
Ohio
$887K +$871K +11,811 New
SWP
1752
Summit Wealth Partners
Florida
$886K -$14.2K -193 -2%
LMAM
1753
Legg Mason Asset Management
Japan
$885K +$888K +12,037 New
AW
1754
Alaethes Wealth
Nevada
$882K +$884K +11,986 New
KFA
1755
Kelleher Financial Advisors
New York
$874K +$74 +1 +0%
V
1756
VeraBank
Texas
$874K +$38.7K +524 +5%
DA
1757
Doliver Advisors
Texas
$873K +$145K +1,965 +20%
AA
1758
Apriem Advisors
California
$872K -$104K -1,405 -11%
NSAM
1759
North Star Asset Management
Wisconsin
$871K -$8.85K -120 -1%
GHAM
1760
Gilman Hill Asset Management
Connecticut
$871K +$5.97K +81 +0.7%
KPW
1761
Kore Private Wealth
New York
$865K +$5.61K +76 +0.7%
CB
1762
Cadence Bank
Mississippi
$861K -$3.76M -50,987 -81%
IRC
1763
Investors Research Corp
Georgia
$858K
SG
1764
StoneX Group
New York
$858K +$34.9K +473 +4%
TPWA
1765
TRUE Private Wealth Advisors
Oregon
$856K +$38.7K +525 +5%
OIA
1766
Optimum Investment Advisors
Illinois
$854K -$58K -786 -6%
WI
1767
WrapManager Inc
California
$853K +$91.2K +1,236 +12%
RWM
1768
Ritholtz Wealth Management
New York
$853K +$154K +2,092 +22%
KWM
1769
Keebeck Wealth Management
Illinois
$850K +$69.3K +940 +9%
CWAG
1770
Compton Wealth Advisory Group
Virginia
$850K +$310K +4,206 +57%
GFS
1771
GYL Financial Synergies
Connecticut
$850K +$491K +6,659 +136%
CWM
1772
Cedar Wealth Management
California
$849K +$354K +4,799 +71%
OCG
1773
Opus Capital Group
Ohio
$848K -$151K -2,042 -15%
IIM
1774
InTrack Investment Management
Vermont
$848K -$139K -1,886 -14%
RBFC
1775
Roman Butler Fullerton & Co
Missouri
$846K -$233K -3,158 -21%