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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Axxcess Wealth Management
California
$19.7M -$2.19M -47,150 -10%
WAP
852
Wealthcare Advisory Partners
Pennsylvania
$19.6M +$148K +3,200 +0.8%
AGAM
853
Avalon Global Asset Management
California
$19.6M +$732K +15,800 +4%
ECM
854
Evergreen Capital Management
Washington
$19.5M -$494K -10,670 -3%
FHA
855
Flagship Harbor Advisors
Massachusetts
$19.5M +$643K +13,880 +4%
AI
856
Aperture Investors
New York
$19.5M +$1.78M +38,470 +11%
BIAS
857
Beacon Investment Advisory Services
New Jersey
$19.5M -$549K -11,850 -3%
DAS
858
Dynamic Advisor Solutions
Arizona
$19.4M -$1.42M -30,690 -7%
CL
859
Choreo LLC
Illinois
$19.4M +$7.87M +169,820 +77%
KWA
860
Kingswood Wealth Advisors
California
$19.3M +$9.56M +206,250 +113%
RWM
861
Rockline Wealth Management
New York
$19.2M +$18M +388,290 New
TFIPS
862
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.2M +$18M +388,180 New
SB
863
Simmons Bank
Arkansas
$19.2M +$489K +10,550 +3%
VSQM
864
V-Square Quantitative Management
Illinois
$19M +$7.48M +161,450 +72%
WSTAM
865
Wilbanks Smith & Thomas Asset Management
Virginia
$19M +$431K +9,290 +2%
BA
866
Bristlecone Advisors
Washington
$18.9M -$942K -20,320 -5%
NP
867
NorthRock Partners
Minnesota
$18.9M +$31.9M +687,580 +449%
AWM
868
Avitas Wealth Management
California
$18.8M +$880K +18,980 +5%
BAM
869
Belpointe Asset Management
Nevada
$18.7M +$1.23M +26,530 +8%
HCM
870
Harvey Capital Management
Florida
$18.7M -$463K -10,000 -3%
MMA
871
Miracle Mile Advisors
California
$18.7M +$171K +3,700 +1%
Jones Financial Companies
872
Jones Financial Companies
Missouri
$18.7M +$1.87M +40,290 +12%
SPC
873
Sigma Planning Corp
Michigan
$18.7M -$12.8M -276,680 -42%
LSPW
874
Lake Street Private Wealth
Illinois
$18.7M +$948K +20,460 +6%
LC
875
Lindbrook Capital
California
$18.7M +$618K +13,330 +4%