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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
526
Clear Harbor Asset Management
Connecticut
$315K
YMRC
527
Yorktown Management & Research Company
Virginia
$315K +$304K +1,300 New
AWS
528
Atria Wealth Solutions
New York
$315K -$265K -1,135 -47%
MAS
529
Meeder Advisory Services
Ohio
$308K +$24.3K +104 +9%
DAS
530
Dynamic Advisor Solutions
Arizona
$305K -$468 -2 -0.2%
MP
531
McDonald Partners
Ohio
$303K
BRWA
532
B. Riley Wealth Advisors
Florida
$302K -$11.9K -51 -4%
FWP
533
Firethorn Wealth Partners
Georgia
$301K
PWG
534
Portside Wealth Group
Utah
$300K -$316K -1,353 -52%
CTC
535
Central Trust Company
Missouri
$297K -$55.9K -239 -16%
OTL
536
Oak Thistle LLC
New York
$293K +$283K +1,210 New
NGA
537
Naples Global Advisors
Florida
$293K
WANY
538
Wealthspire Advisors (New York)
New York
$292K +$282K +1,204 New
MA
539
Montag & Associates
Georgia
$291K
BCWM
540
Bartlett & Co Wealth Management
Ohio
$289K
Fisher Asset Management
541
Fisher Asset Management
Washington
$286K +$6.08K +26 +2%
GGA
542
Granite Group Advisors
Connecticut
$284K -$6.08K -26 -2%
KAS
543
Kestra Advisory Services
Texas
$283K -$236K -1,008 -46%
FC
544
Forte Capital
New York
$281K
HDIM
545
Hanson & Doremus Investment Management
Vermont
$281K
ACM
546
Alta Capital Management
Utah
$281K -$24.6K -105 -8%
TAM
547
Trust Asset Management
Texas
$279K
B
548
Bailard
California
$277K -$1.64K -7 -0.6%
DWM
549
Dynasty Wealth Management
Florida
$274K +$20.6K +88 +8%
BWG
550
Berry Wealth Group
Texas
$274K -$4.91K -21 -2%