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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
501
Lattice Capital Management
Washington
$532K
CCM
502
Canal Capital Management
Virginia
$531K +$83.9K +2,458 +19%
OFG
503
Oxford Financial Group
Indiana
$524K
TI
504
Tidal Investments
Wisconsin
$522K -$102K -2,998 -17%
AWA
505
Arkadios Wealth Advisors
Georgia
$515K +$45.2K +1,325 +10%
API
506
Advisor Partners II
California
$514K +$506K +14,805 New
FPAS
507
Focus Partners Advisor Solutions
Missouri
$482K +$474K +13,883 New
CWS
508
Cypress Wealth Services
California
$481K +$20.4K +598 +5%
JM
509
Jeneq Management
New York
$476K +$468K +13,700 New
Fifth Third Bancorp
510
Fifth Third Bancorp
Ohio
$475K -$81K -2,373 -15%
GAM
511
Grandview Asset Management
Pennsylvania
$470K -$29.7K -870 -6%
CA
512
Corrado Advisors
New Jersey
$469K
BBA
513
Baader Bank Aktiengesellschaft
Germany
$469K +$51.2K +1,500 +13%
TCM
514
Triumph Capital Management
Colorado
$465K -$181K -5,306 -28%
VVP
515
Venture Visionary Partners
Ohio
$465K -$159K -4,668 -26%
AA
516
Ancora Advisors
Ohio
$462K -$253K -7,414 -36%
FWP
517
FAS Wealth Partners
Kansas
$462K +$5.57K +163 +1%
FBC
518
Fairfield, Bush & Co
Connecticut
$462K +$454K +13,300 New
FTDI
519
First Trust Direct Indexing
Massachusetts
$462K +$24.5K +718 +6%
VWM
520
Venturi Wealth Management
Texas
$456K +$136K +3,989 +44%
WPW
521
Watershed Private Wealth
Illinois
$455K +$447K +13,100 New
BFEC
522
Benjamin F. Edwards & Company
Missouri
$453K +$19.8K +580 +5%
CW
523
CreativeOne Wealth
Kansas
$448K -$74.6K -2,185 -14%
MWM
524
Mission Wealth Management
California
$444K -$1.71K -50 -0.4%
CCIA
525
Cherry Creek Investment Advisors
Colorado
$439K +$65.2K +1,910 +18%