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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
851
Venturi Wealth Management
Texas
$233K +$14.7K +87 +8%
CWM
852
Congress Wealth Management
Massachusetts
$232K +$197K +1,163 New
AFP
853
Ausdal Financial Partners
Iowa
$231K +$196K +1,160 New
GWMR
854
GC Wealth Management RIA
Massachusetts
$231K +$196K +1,160 New
Loomis, Sayles & Company
855
Loomis, Sayles & Company
Massachusetts
$230K -$2.03K -12 -1%
LOIM
856
Liberty One Investment Management
Illinois
$228K +$2.37K +14 +1%
IWA
857
IVC Wealth Advisors
Pennsylvania
$228K +$194K +1,145 New
KCM
858
KRS Capital Management
Michigan
$226K +$192K +1,135 New
ProShare Advisors
859
ProShare Advisors
Maryland
$225K +$191K +1,129 New
AF
860
Advisornet Financial
Minnesota
$220K +$10.3K +61 +6%
AGDI
861
Absolute Gestao de Investimentos
Brazil
$219K +$186K +1,100 New
QWP
862
Quotient Wealth Partners
Texas
$219K +$186K +1,100 New
OFS
863
OneAscent Financial Services
Alabama
$218K +$185K +1,094 New
ECM
864
Evergreen Capital Management
Washington
$217K +$184K +1,090 New
BC
865
Burney Company
Virginia
$216K +$183K +1,084 New
NIMI
866
Natixis Investment Managers International
France
$216K +$16.4K +97 +10%
SHGA
867
Sand Hill Global Advisors
California
$209K +$177K +1,048 New
RPC
868
Rossmore Private Capital
Connecticut
$208K +$177K +1,046 New
DWM
869
Dakota Wealth Management
Florida
$207K +$176K +1,038 New
ECU
870
Eisler Capital (UK)
United Kingdom
$205K +$174K +1,030 New
EH
871
Equitable Holdings
New York
$202K +$172K +1,016 New
V
872
ViaWealth
Kansas
$202K +$172K +1,015 New
TWM
873
Triton Wealth Management
Arizona
$202K +$185K +1,092 New
CW
874
CIC Wealth
Maryland
$202K +$171K +1,013 New
TFA
875
Trinity Financial Advisors
Ohio
$201K +$171K +1,011 New