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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
576
Souders Financial Advisors
Ohio
$861K -$48.6K -615 -5%
GAM
577
Griffin Asset Management
New York
$858K -$62.4K -790 -7%
RWB
578
RMR Wealth Builders
New Jersey
$853K +$105K +1,332 +14%
VWM
579
Venturi Wealth Management
Texas
$852K -$11.8K -150 -1%
IP
580
Intellectus Partners
California
$848K -$67.2K -850 -7%
BAM
581
Blueshift Asset Management
New Jersey
$842K -$2.71M -34,356 -76%
Pacer Advisors
582
Pacer Advisors
Pennsylvania
$839K -$16.3K -206 -2%
AWM
583
Axxcess Wealth Management
California
$836K -$63.2K -800 -7%
KI
584
Keystone Investors
Singapore
$832K +$852K +10,781 New
MFG
585
Menard Financial Group
Texas
$830K +$70.9K +897 +9%
SC
586
Savoie Capital
Illinois
$826K +$845K +10,700 New
CAM
587
Creekmur Asset Management
Illinois
$824K -$91.6K -1,160 -10%
GAM
588
Grandview Asset Management
Pennsylvania
$817K -$30.4K -385 -4%
CIA
589
Concurrent Investment Advisors
Florida
$814K +$232K +2,932 +39%
SC
590
Savant Capital
Illinois
$814K +$9.24K +117 +1%
GIA
591
Gladstone Institutional Advisory
Florida
$808K -$94.6K -1,197 -10%
IAN
592
Integrated Advisors Network
Texas
$806K +$54.6K +691 +7%
MG
593
Marex Group
$805K +$273K +3,450 +49%
CPA
594
Cardiff Park Advisors
California
$801K +$1.19K +15 +0.1%
BSW
595
Buckingham Strategic Wealth
Missouri
$800K +$149K +1,884 +22%
CCA
596
Cravens & Co Advisors
Tennessee
$796K -$17.7K -224 -2%
EAM
597
Evanson Asset Management
California
$775K +$22.5K +285 +3%
NFSG
598
Newbridge Financial Services Group
Florida
$772K -$580K -7,340 -42%
CC
599
Cypress Capital
Tennessee
$772K +$790K +10,000 New
GRP
600
Global Retirement Partners
California
$772K +$60.3K +763 +8%