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Name Holding Trade Value Shares
Change
Change in
Stake
OC
476
Oakworth Capital
Alabama
$9.36K
BONH
477
Bank of New Hampshire
New Hampshire
$9.24K +$10.2K +76 New
SMBT
478
Southern Michigan Bank & Trust
Michigan
$8.75K +$9.63K +72 New
RF
479
Rossby Financial
Florida
$8.34K +$268 +2 +3%
SWM
480
Spire Wealth Management
Virginia
$7.9K +$268 +2 +3%
AAG
481
Armstrong Advisory Group
Massachusetts
$7.41K +$3.21K +24 +65%
AssetMark Inc
482
AssetMark Inc
California
$7.17K -$13.5K -101 -63%
HI
483
Horizon Investments
North Carolina
$6.81K -$92.5K -691 -93%
SIC
484
SJS Investment Consulting
Ohio
$6.68K -$31.3K -234 -81%
TPCW
485
TD Private Client Wealth
New York
$6.56K +$5.62K +42 +350%
WA
486
Westfuller Advisors
New York
$6.56K +$7.22K +54 New
SC
487
SouthState Corp
Florida
$6.44K -$937 -7 -12%
BIA
488
Bell Investment Advisors
California
$6.44K +$5.49K +41 +342%
FFL
489
Financial Freedom LLC
Ohio
$6.32K
AWM
490
Activest Wealth Management
Florida
$6.32K +$6.82K +51 +5,100%
CT
491
Clearstead Trust
Maine
$6.2K +$4.28K +32 +168%
TPWA
492
Twin Peaks Wealth Advisors
California
$6.2K +$6.82K +51 New
MWA
493
Medallion Wealth Advisors
Connecticut
$6.08K
GKIM
494
GW&K Investment Management
Massachusetts
$6K +$1.34K +10 +28%
TWD
495
True Wealth Design
Ohio
$5.96K -$14.4K -108 -69%
CIAM
496
Caitong International Asset Management
Hong Kong
$5.96K -$82.6K -617 -93%
SWP
497
Strategic Wealth Partners
Ohio
$5.83K
KFAS
498
Keating Financial Advisory Services
Kansas
$5.71K +$4.28K +32 +213%
RFP
499
Root Financial Partners
California
$5.23K -$2.81K -21 -33%
Kayne Anderson Rudnick Investment Management
500
Kayne Anderson Rudnick Investment Management
California
$5.11K -$13.7M -102,290 -100%