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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
551
Gould Asset Management
California
$502K -$34.2K -551 -6%
GPA
552
Garrison Point Advisors
California
$501K
ARC
553
Advisor Resource Council
Texas
$501K +$529K +8,522 New
AMIM
554
Aull & Monroe Investment Management
Alabama
$500K
KA
555
Kovack Advisors
Florida
$498K +$14.6K +235 +3%
FTDI
556
First Trust Direct Indexing
Massachusetts
$477K -$107K -1,731 -18%
AWC
557
Adamsbrown Wealth Consultants
Kansas
$472K +$498K +8,029 New
FFA
558
Founders Financial Alliance
North Carolina
$470K
NRS
559
Neville Rodie & Shaw
New York
$470K
GCM
560
G2 Capital Management
Ohio
$463K +$488K +7,875 New
SG
561
StoneX Group
New York
$462K +$57.2K +922 +13%
Lazard Asset Management
562
Lazard Asset Management
New York
$461K -$44.1K -711 -8%
FFM
563
Forum Financial Management
Illinois
$461K +$486K +7,838 New
APA
564
American Portfolios Advisors
New York
$460K -$64.3K -1,036 -12%
SGCA
565
Steel Grove Capital Advisors
Tennessee
$459K +$164K +2,640 +51%
SMF
566
Sterling Manor Financial
New York
$458K -$6.2K -100 -1%
Jones Financial Companies
567
Jones Financial Companies
Missouri
$457K +$10.7K +173 +2%
Rockefeller Capital Management
568
Rockefeller Capital Management
New York
$457K +$140K +2,259 +41%
JWCA
569
J.W. Cole Advisors
Florida
$452K -$8.87K -143 -2%
MWM
570
Mission Wealth Management
California
$452K +$60.4K +974 +15%
VCM
571
Virtue Capital Management
Tennessee
$451K +$310 +5 +0.1%
CAG
572
Csenge Advisory Group
Florida
$447K -$16K -258 -3%
IMRF
573
Illinois Municipal Retirement Fund
Illinois
$447K
WAAG
574
Wealth Alliance Advisory Group
Kansas
$443K +$620 +10 +0.1%
PCM
575
Pointe Capital Management
Michigan
$440K