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Name Holding Trade Value Shares
Change
Change in
Stake
Northeast Financial Consultants
651
Northeast Financial Consultants
Connecticut
$1.17M -$203K -2,434 -15%
RIA
652
Retirement Investment Advisors
Oklahoma
$1.17M – – –
Winton Group
653
Winton Group
United Kingdom
$1.16M +$1.19M +14,271 New
CA
654
Continuum Advisory
Idaho
$1.16M +$1.07M +12,783 +877%
RDWM
655
Red Door Wealth Management
Tennessee
$1.16M -$14.1K -169 -1%
TWP
656
Tyche Wealth Partners
Texas
$1.15M +$738K +8,850 +167%
AO
657
Advisor OS
Illinois
$1.15M +$6.17K +74 +0.5%
Carnegie Investment Counsel
658
Carnegie Investment Counsel
Ohio
$1.15M +$74K +888 +7%
Banco Bilbao Vizcaya Argentaria
659
Banco Bilbao Vizcaya Argentaria
Spain
$1.15M -$162K -1,948 -12%
Choreo LLC
660
Choreo LLC
Illinois
$1.15M +$26.8K +321 +2%
Wedmont Private Capital
661
Wedmont Private Capital
Pennsylvania
$1.15M -$33.6K -403 -3%
Csenge Advisory Group
662
Csenge Advisory Group
Florida
$1.15M -$1.83K -22 -0.2%
RIM
663
RW Investment Management
Idaho
$1.15M +$58.4K +700 +5%
BWM
664
Buckley Wealth Management
Nevada
$1.14M – – –
SACTSONJ
665
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.14M – – –
Atria Wealth Solutions
666
Atria Wealth Solutions
New York
$1.14M -$4.27M -51,262 -79%
RMSCM
667
R.M. Sincerbeaux Capital Management
New York
$1.14M – – –
TW
668
TritonPoint Wealth
Maryland
$1.13M -$29.7K -356 -3%
MSA
669
MUFG Securities Americas
New York
$1.13M +$239K +2,861 +26%
CIG
670
Cullen Investment Group
Louisiana
$1.13M -$5.42K -65 -0.5%
Eastern Bank
671
Eastern Bank
Massachusetts
$1.12M +$28.2K +338 +3%
Jefferies Financial Group
672
Jefferies Financial Group
New York
$1.12M +$1.14M +13,723 New
FAM
673
Formidable Asset Management
Ohio
$1.12M – – –
Focus Financial Network
674
Focus Financial Network
Minnesota
$1.12M +$48.6K +583 +4%
Merit Financial Group
675
Merit Financial Group
Georgia
$1.12M +$180K +2,161 +19%