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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
301
Ritholtz Wealth Management
New York
$543K +$3.17K +64 +0.6%
OC
302
Oppenheimer & Co
New York
$543K +$7.27K +147 +1%
GSWM
303
Greenup Street Wealth Management
Michigan
$542K +$535K +10,822 New
CA
304
CGN Advisors
Kansas
$536K +$44.4K +898 +9%
PA
305
Probity Advisors
Texas
$527K +$63.6K +1,286 +14%
CG
306
Caprock Group
Idaho
$525K +$60.4K +1,221 +13%
FB
307
Fulton Bank
Pennsylvania
$524K +$147K +2,964 +40%
CAMG
308
CWA Asset Management Group
Florida
$522K -$85.7K -1,732 -14%
SG
309
StoneX Group
New York
$521K +$515K +10,404 New
AWE
310
Avidian Wealth Enterprises
Texas
$519K +$80.4K +1,625 +19%
JC
311
Jacobs & Co
California
$517K
ACM
312
Ategra Capital Management
Virginia
$514K -$5.54K -112 -1%
CF
313
Cantor Fitzgerald
New York
$514K +$508K +10,264 New
RHBC
314
R.H. Bluestein & Co
Michigan
$501K -$124K -2,500 -20%
AIM
315
Aigen Investment Management
New York
$489K +$499K +10,090 New
AIIMS
316
Analyst IMS Investment Management Services
Israel
$487K +$478K +9,664 New
AC
317
Arjuna Capital
North Carolina
$484K +$101K +2,047 +27%
SFA
318
Semmax Financial Advisors
North Carolina
$482K -$138K -2,795 -23%
TCMP
319
Thrive Capital Management (Pennsylvania)
Pennsylvania
$474K -$419K -8,464 -47%
ISL
320
Ingalls & Snyder LLC
New York
$470K +$36.6K +740 +9%
IAA
321
Independent Advisor Alliance
North Carolina
$465K -$292K -5,898 -39%
EGA
322
E&G Advisors
Texas
$463K
GI
323
Gradient Investments
Minnesota
$454K -$8.71K -176 -2%
ASN
324
Advisory Services Network
Georgia
$454K +$80.9K +1,635 +22%
FTDI
325
First Trust Direct Indexing
Massachusetts
$450K +$20.1K +406 +5%