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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
StoneCrest Wealth Management
Arizona
$1.16M +$954K +14,936 New
SO
502
STRS Ohio
Ohio
$1.16M +$327K +5,118 +53%
FFA
503
Farther Finance Advisors
California
$1.15M +$590K +9,237 +168%
IC
504
IEQ Capital
California
$1.15M +$177K +2,773 +23%
MIC
505
Means Investment Company
Maine
$1.12M +$10.9K +171 +1%
HI
506
Harbour Investments
Wisconsin
$1.12M +$41.8K +654 +5%
MCM
507
MAI Capital Management
Ohio
$1.1M +$46.9K +734 +5%
AA
508
Ancora Advisors
Ohio
$1.09M -$28.7K -450 -3%
JWM
509
JFG Wealth Management
Colorado
$1.09M +$894K +14,000 New
FTDI
510
First Trust Direct Indexing
Massachusetts
$1.09M +$185K +2,901 +26%
WMP
511
Wealth Management Partners
Arizona
$1.08M +$8.05K +126 +0.9%
GVAG
512
Great Valley Advisor Group
Delaware
$1.08M +$37.2K +583 +4%
Prudential Financial
513
Prudential Financial
New Jersey
$1.07M -$92.3K -1,445 -10%
CMI
514
Clare Market Investments
Texas
$1.07M +$52.9K +829 +6%
BAM
515
BOCHK Asset Management
Hong Kong
$1.06M +$869K +13,600 New
CA
516
Corrado Advisors
New Jersey
$1.06M
KIG
517
Kennedy Investment Group
New Jersey
$1.06M -$33.8K -530 -4%
GWSG
518
GPS Wealth Strategies Group
Colorado
$1.06M +$78.5K +1,230 +10%
MSFS
519
Main Street Financial Solutions
Pennsylvania
$1.06M -$99.6K -1,560 -10%
PWM
520
Prosperity Wealth Management
California
$1.05M -$237K -3,705 -21%
RC
521
Roundview Capital
New Jersey
$1.05M +$61.3K +960 +8%
BTWM
522
Baker Tilly Wealth Management
Wisconsin
$1.05M -$165K -2,590 -16%
DG
523
DMC Group
Alabama
$1.05M +$244K +3,814 +39%
QI
524
Qtron Investments
Massachusetts
$1.03M +$842K +13,180 New
WPW
525
Watershed Private Wealth
Illinois
$1.02M