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Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
826
Buckingham Strategic Wealth
Missouri
$2.4M +$112K +765 +5%
FFA
827
Farther Finance Advisors
California
$2.39M +$408K +2,780 +23%
SAG
828
SageView Advisory Group
California
$2.38M -$45.2M -307,900 -95%
CFG
829
Citizens Financial Group
Rhode Island
$2.38M +$1.5M +10,230 +210%
PA
830
Pinnacle Associates
New York
$2.37M +$649K +4,425 +42%
TA
831
Trivest Advisors
Hong Kong
$2.36M -$2.93M -20,000 -57%
GEA
832
Glen Eagle Advisors
New Jersey
$2.36M +$258K +1,755 +13%
WI
833
Wintrust Investments
Illinois
$2.35M +$252K +1,720 +13%
GM
834
GeoWealth Management
Illinois
$2.35M +$3.67K +25 +0.2%
SFM
835
Signet Financial Management
New Jersey
$2.34M -$15.4K -105 -0.7%
BJL
836
Brighton Jones LLC
Washington
$2.33M +$14.7K +100 +0.7%
MWM
837
Meridian Wealth Management
Kentucky
$2.32M +$2.16M +14,745 New
CCM
838
Cinctive Capital Management
New York
$2.31M +$2.16M +14,700 New
CIA
839
Cohen Investment Advisors
New Hampshire
$2.31M -$91K -620 -3%
LWAM
840
Legacy Wealth Asset Management
Minnesota
$2.29M -$6.6K -45 -0.3%
HWA
841
HCR Wealth Advisors
California
$2.29M -$160K -1,090 -7%
QI
842
Qtron Investments
Massachusetts
$2.26M – – –
UB
843
Umpqua Bank
Oregon
$2.24M +$79.2K +540 +4%
MNBTD
844
Moody National Bank Trust Division
Texas
$2.22M +$44K +300 +2%
SW
845
SkyOak Wealth
Michigan
$2.21M -$8.8K -60 -0.4%
OFS
846
OMC Financial Services
New York
$2.21M +$2.06M +14,040 New
MOS
847
MGO One Seven
Ohio
$2.19M +$583K +3,970 +40%
HI
848
Hoey Investments
Pennsylvania
$2.16M -$450K -3,065 -18%
SPC
849
Sigma Planning Corp
Michigan
$2.15M -$3.93M -26,785 -66%
BRG
850
Bay Rivers Group
Virginia
$2.14M +$1.55M +10,595 +353%
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