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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
851
Asset Dedication LLC
California
$748K
OWA
852
Outlook Wealth Advisors
Texas
$745K -$17.6K -328 -2%
WSFS
853
Wilmington Savings Fund Society
Delaware
$743K -$96.7K -1,805 -10%
TFA
854
Transamerica Financial Advisors
Florida
$741K -$19.5K -363 -2%
SAM
855
Sompo Asset Management
Japan
$738K -$95.9K -1,790 -10%
AFG
856
Atomi Financial Group
New York
$736K +$51K +951 +6%
WPC
857
Wedmont Private Capital
Pennsylvania
$734K +$72.5K +1,353 +10%
EPW
858
Elevated Private Wealth
Wisconsin
$734K +$846K +15,783 New
PCA
859
Pallas Capital Advisors
Massachusetts
$732K +$5.84K +109 +0.7%
IAA
860
Independent Advisor Alliance
North Carolina
$728K +$59.7K +1,114 +8%
HSA
861
HBK Sorce Advisory
Pennsylvania
$725K -$9.43K -176 -1%
FMI
862
Frec Markets Inc
California
$724K +$311K +5,800 +59%
HIC
863
Harvey Investment Company
Kentucky
$724K
SLI
864
Sumitomo Life Insurance
Japan
$717K -$49.5K -923 -6%
MMC
865
Mizuho Markets Cayman
Cayman Islands
$715K +$118K +2,206 +17%
CICI
866
Capital Investment Counsel Inc
North Carolina
$714K -$8.57K -160 -1%
CAM
867
Cidel Asset Management
Ontario, Canada
$712K -$58.3K -1,087 -7%
MDA
868
Minot DeBlois Advisors
Massachusetts
$708K -$14.6K -273 -2%
NS
869
NBC Securities
Alabama
$707K -$51.4K -959 -6%
MIA
870
MainStreet Investment Advisors
Illinois
$707K +$332K +6,198 +69%
NFA
871
Northern Financial Advisors
Michigan
$699K
WTA
872
Washington Trust Advisors
Massachusetts
$696K
AWS
873
Aspen Wealth Strategies
Colorado
$694K -$35.9K -670 -4%
MFF
874
Michels Family Financial
Texas
$693K -$6.54K -122 -0.8%
SWM
875
SeaCrest Wealth Management
New York
$693K +$87.8K +1,639 +12%