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Name Holding Trade Value Shares
Change
Change in
Stake
NS
1076
NBC Securities
Alabama
$864K -$38.3K -454 -4%
SA
1077
SPWM Advisors
Michigan
$863K +$864K +10,247 New
DIA
1078
Dana Investment Advisors
Wisconsin
$856K -$155K -1,840 -15%
ZCI
1079
Zevenbergen Capital Investments
Washington
$855K +$844 +10 +0.1%
RSWM
1080
Robertson Stephens Wealth Management
California
$849K -$109K -1,290 -11%
EM
1081
Excalibur Management
Massachusetts
$848K -$4.98K -59 -0.6%
Kovitz Investment Group Partners
1082
Kovitz Investment Group Partners
Illinois
$848K -$3.83M -45,381 -82%
TC
1083
TownSquare Capital
Utah
$848K -$2.48M -29,392 -74%
KIA
1084
Knollwood Investment Advisory
Maryland
$847K +$42K +498 +5%
TM
1085
Taproot Management
New York
$844K +$846K +10,023 New
PI
1086
Parkside Investments
Illinois
$842K +$844K +10,000 New
LC
1087
LCNB Corp
Ohio
$839K -$2.53K -30 -0.3%
TBWA
1088
Three Bridge Wealth Advisors
California
$837K -$24.2K -287 -3%
MC
1089
Moors & Cabot
Massachusetts
$834K -$566K -6,707 -40%
SWM
1090
SeaCrest Wealth Management
New York
$834K -$17K -201 -2%
SIS
1091
Sound Income Strategies
Florida
$832K +$1.01K +12 +0.1%
WAS
1092
Winch Advisory Services
Wisconsin
$831K -$95.3K -1,130 -10%
SFG
1093
Snider Financial Group
Washington
$830K -$92.3K -1,094 -10%
CWM
1094
Chemistry Wealth Management
New York
$829K +$103K +1,218 +14%
MAC
1095
Mason & Associates (California)
California
$828K +$830K +9,836 New
WAG
1096
Winthrop Advisory Group
Massachusetts
$822K -$590 -7 -0.1%
IAS
1097
Investment Advisory Services
Texas
$822K -$70.1K -831 -8%
AMM
1098
American Money Management
California
$822K +$149K +1,768 +22%
LFP
1099
Leeward Financial Partners
Washington
$813K -$46.3K -549 -5%
FMTC
1100
Farmers & Merchants Trust Company
California
$810K -$44K -522 -5%