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Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
626
Atlantic Edge Private Wealth Management
Florida
$31.5K
FHA
627
First Horizon Advisors
Tennessee
$28.7K +$4.03K +22 +18%
NA
628
NewEdge Advisors
Louisiana
$28.7K +$183 +1 +0.7%
Kayne Anderson Rudnick Investment Management
629
Kayne Anderson Rudnick Investment Management
California
$26.5K -$183 -1 -0.7%
RIL
630
Rothschild Investment LLC
Illinois
$26.1K +$3.12K +17 +15%
RA
631
Rise Advisors
New York
$23.3K +$18.9K +103 +687%
VWM
632
Venturi Wealth Management
Texas
$23K +$4.58K +25 +27%
SWM
633
Sugarloaf Wealth Management
Georgia
$23K
CFO
634
CVA Family Office
Colorado
$22.4K +$550 +3 +3%
CFD
635
Creative Financial Designs
Indiana
$22K -$6.96K -38 -26%
WTC
636
WhitTier Trust Company
Nevada
$21.6K
RCM
637
Raleigh Capital Management
North Carolina
$20K -$13.6K -74 -42%
FCA
638
FinTrust Capital Advisors
South Carolina
$19.8K
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$18.4K
QL
640
Quarry LP
New York
$17.6K -$45.8K -250 -74%
IA
641
IFP Advisors
Florida
$16.6K +$1.1K +6 +8%
DSC
642
Duncker Streett & Co
Missouri
$15.8K
Jones Financial Companies
643
Jones Financial Companies
Missouri
$15.2K +$12.1K +66 +600%
AGWCA
644
Annis Gardner Whiting Capital Advisors
Florida
$15.1K +$550 +3 +4%
GKIM
645
GW&K Investment Management
Massachusetts
$15K +$366 +2 +3%
OC
646
Oakworth Capital
Alabama
$14.9K
BTI
647
Blue Trust Inc
Georgia
$14.9K +$4.76K +26 +53%
ZB
648
Zions Bancorporation
Utah
$14.7K -$733 -4 -5%
OA
649
Operose Advisors
Wisconsin
$13.1K
CA
650
Crewe Advisors
Utah
$12.3K +$11.4K +62 New