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Name Holding Trade Value Shares
Change
Change in
Stake
SC
576
Savant Capital
Illinois
$812K +$11.6K +181 +2%
ARG
577
Advisory Resource Group
Oklahoma
$809K -$76.8K -1,202 -10%
CPA
578
Cardiff Park Advisors
California
$808K +$662K +10,368 New
NP
579
Ninepoint Partners
Ontario, Canada
$805K
CL
580
Choreo LLC
Illinois
$786K +$57.2K +895 +10%
CMTU
581
Capital Markets Trading (UK)
United Kingdom
$783K +$642K +10,056 New
NW
582
NewEdge Wealth
Pennsylvania
$774K +$177K +2,771 +39%
MFG
583
Menard Financial Group
Texas
$768K +$108K +1,697 +21%
AFG
584
Atomi Financial Group
New York
$765K +$627K +9,816 New
PWM
585
Perigon Wealth Management
California
$764K +$7.09K +111 +1%
EAM
586
Evanson Asset Management
California
$760K
IAN
587
Integrated Advisors Network
Texas
$760K +$131K +2,055 +27%
RWB
588
RMR Wealth Builders
New Jersey
$758K -$189K -2,960 -23%
GRP
589
Global Retirement Partners
California
$751K -$11.9K -187 -2%
MW
590
Marcum Wealth
Ohio
$748K +$76.7K +1,201 +14%
CFD
591
Creative Financial Designs
Indiana
$747K -$2.23K -35 -0.4%
AAS
592
Ameritas Advisory Services
Nebraska
$745K -$601K -9,414 -52%
KNW
593
Kesler Norman & Wride
Utah
$745K +$3.96K +62 +0.7%
PTC
594
Private Trust Company
Ohio
$739K +$128K +2,007 +27%
CAI
595
Capital Advisors Inc
Oklahoma
$723K +$9.77K +153 +2%
EWM
596
Evercore Wealth Management
New York
$722K +$326K +5,111 +123%
BIM
597
Baldwin Investment Management
Pennsylvania
$718K
MWM
598
Mission Wealth Management
California
$709K -$28.7K -450 -5%
SVWAG
599
Sound View Wealth Advisors Group
Georgia
$702K -$1.21K -19 -0.2%
FIA
600
Foundations Investment Advisors
Arizona
$702K +$170K +2,666 +41%