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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
851
Investmark Advisory Group
Connecticut
$2.77M +$64.7K +2,567 +2%
ONSWM
852
Old North State Wealth Management
North Carolina
$2.76M +$233K +9,222 +9%
S
853
SignatureFD
Georgia
$2.76M +$140K +5,532 +5%
FA
854
Financial Avengers
California
$2.74M +$293K +11,605 +12%
FWM
855
Focused Wealth Management
New York
$2.73M -$6.71K -266 -0.2%
WFG
856
Wills Financial Group
Virginia
$2.72M +$2.48M +98,307 +906%
LCM
857
Legato Capital Management
California
$2.71M +$2.74M +108,724 New
SIC
858
Salem Investment Counselors
North Carolina
$2.7M -$71.9K -2,850 -3%
BHWA
859
Beacon Harbor Wealth Advisors
Virginia
$2.7M -$3.45M -136,827 -56%
NW
860
NewEdge Wealth
Pennsylvania
$2.68M +$724K +28,693 +36%
AIM
861
Aurora Investment Managers
Florida
$2.68M +$2.72M +107,664 New
MWM
862
Massachusetts Wealth Management
Massachusetts
$2.68M +$177K +7,017 +7%
GIC
863
Generali Investments CEE
Czech Republic
$2.68M -$40.9K -1,621 -1%
KWM
864
Kassira Wealth Management
Tennessee
$2.68M -$48.1K -1,907 -2%
EWM
865
Evercore Wealth Management
New York
$2.67M +$109K +4,338 +4%
CBA
866
Coastal Bridge Advisors
Connecticut
$2.65M -$752K -29,808 -22%
BFG
867
Beacon Financial Group
Texas
$2.65M -$186K -7,380 -6%
CWM
868
Cornerstone Wealth Management
Missouri
$2.65M +$176K +6,993 +7%
CFO
869
Callan Family Office
Pennsylvania
$2.63M +$1.12M +44,295 +72%
QCM
870
Qsemble Capital Management
New York
$2.62M -$6.67M -264,360 -72%
FNBOO
871
First National Bank of Omaha
Nebraska
$2.61M +$1.63M +64,496 +161%
VF
872
Vest Financial
Virginia
$2.61M +$586K +23,242 +29%
TPA
873
Trivium Point Advisory
Connecticut
$2.61M +$9.13K +362 +0.3%
FNT
874
First Nebraska Trust
Nebraska
$2.6M +$13.3K +528 +0.5%
USWG
875
U.S. Wealth Group
New York
$2.59M -$15K -595 -0.6%