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Name Holding Trade Value Shares
Change
Change in
Stake
WI
726
WBI Investments
New Jersey
$1.09M -$2.84M -32,238 -72%
SAM
727
Smartleaf Asset Management
Massachusetts
$1.08M – – –
TWM
728
Trueblood Wealth Management
Ohio
$1.08M -$20.9K -237 -2%
EWM
729
Empirical Wealth Management
Washington
$1.08M +$15.4K +175 +1%
SF
730
Sun Financial
Utah
$1.08M +$1.05M +11,932 New
FFN
731
Focus Financial Network
Minnesota
$1.08M -$5.9K -67 -0.5%
BC
732
Burney Company
Virginia
$1.07M +$46.9K +532 +4%
WT
733
Whittier Trust
California
$1.07M -$5.11K -58 -0.5%
SW
734
SVB Wealth
Massachusetts
$1.07M +$78K +885 +8%
EF
735
Empirical Finance
Pennsylvania
$1.07M +$71.6K +813 +7%
MA
736
Mutual Advisors
Nebraska
$1.06M +$45.4K +515 +4%
AWE
737
Avidian Wealth Enterprises
Texas
$1.06M -$41.3K -469 -4%
WIM
738
Wiregrass Investment Management
Georgia
$1.06M +$22.7K +258 +2%
TE
739
Tema ETFs
New York
$1.06M +$102K +1,160 +11%
TF
740
Tompkins Financial
New York
$1.04M – – –
MGI
741
Miller Global Investments
Texas
$1.04M – – –
PSCM
742
Per Stirling Capital Management
Texas
$1.04M -$2.73K -31 -0.3%
AWAU
743
Alliance Wealth Advisors (Utah)
Utah
$1.03M -$529K -6,011 -34%
TCWM
744
Total Clarity Wealth Management
Illinois
$1.03M -$419K -4,754 -29%
Massachusetts Financial Services
745
Massachusetts Financial Services
Massachusetts
$1.03M +$474K +5,382 +84%
CAG
746
Centerpoint Advisory Group
Kansas
$1.02M +$132K +1,500 +15%
TCM
747
Traynor Capital Management
Pennsylvania
$1.02M -$6.52K -74 -0.6%
PVM
748
Palogic Value Management
Texas
$1.02M – – –
SW
749
SteelPeak Wealth
California
$1.02M +$9.69K +110 +0.9%
TP
750
TritonPoint Partners
Maryland
$1.02M +$471K +5,343 +84%