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Name Holding Trade Value Shares
Change
Change in
Stake
X
326
Xponance
Pennsylvania
$53.3K +$49.5K +10,114 New
JWM
327
JGP Wealth Management
Oregon
$53.1K
GIP
328
Greatmark Investment Partners
Georgia
$52.8K
PHS
329
Pekin Hardy Strauss
Illinois
$52.7K
HIS
330
Harvest Investment Services
Illinois
$52.7K
OGF
331
Orin Green Financial
California
$50.7K +$49K +10,008 New
CPIG
332
Chicago Partners Investment Group
Illinois
$50.7K +$49K +10,013 New
EDRH
333
Edmond de Rothschild Holding
Switzerland
$50.6K
IP
334
Ignite Planners
California
$49.9K
CH
335
Cromwell Holdings
Wyoming
$48.9K
GM
336
GeoWealth Management
Illinois
$46.2K -$264 -54 -0.6%
IRC
337
Investors Research Corp
Georgia
$45.3K
CCM
338
Coldstream Capital Management
Washington
$43.9K +$40.8K +8,335 New
AssetMark Inc
339
AssetMark Inc
California
$43.4K +$35.7K +7,286 +764%
SPIA
340
Steward Partners Investment Advisory
New York
$41.7K -$3.23K -660 -8%
PMFA
341
Plante Moran Financial Advisors
Michigan
$41.1K
PAM
342
Paradigm Asset Management
New York
$39.5K
FFA
343
Farther Finance Advisors
California
$38.4K +$13K +2,651 +58%
ADL
344
Asset Dedication LLC
California
$32.1K -$36K -7,351 -55%
NRG
345
Nemes Rush Group
Michigan
$29.5K
CIAM
346
Caitong International Asset Management
Hong Kong
$28.6K -$2.64K -539 -9%
HI
347
Harbour Investments
Wisconsin
$26.7K +$24.5K +5,003 +7,046%
AA
348
Ancora Advisors
Ohio
$26.4K
Credit Agricole
349
Credit Agricole
France
$26.4K
RIL
350
Rothschild Investment LLC
Illinois
$26K +$940 +192 +4%