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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
776
Sagespring Wealth Partners
Tennessee
$2.53M +$2.5M +110,919 New
WWM
777
Western Wealth Management
Colorado
$2.52M +$29.6K +1,315 +1%
WAM
778
Weatherly Asset Management
California
$2.52M -$4.77K -212 -0.2%
VIM
779
VELA Investment Management
Ohio
$2.52M +$90 +4 +0%
CA
780
Carson Advisory
Georgia
$2.51M -$59.4K -2,641 -2%
WANY
781
Wealthspire Advisors (New York)
New York
$2.51M +$25.4K +1,130 +1%
SSWM
782
Smith Salley Wealth Management
North Carolina
$2.51M -$17.8K -792 -0.7%
SGC
783
Slocum, Gordon & Co
Rhode Island
$2.5M +$120K +5,336 +5%
ECM
784
Evergreen Capital Management
Washington
$2.49M +$12.2K +542 +0.5%
FFA
785
Farther Finance Advisors
California
$2.49M -$473 -21 -0%
IIC
786
Ironwood Investment Counsel
Arizona
$2.49M -$27.9K -1,238 -1%
VCP
787
Verus Capital Partners
Arizona
$2.48M -$82.3K -3,656 -3%
TCOV
788
Trust Company of Vermont
Vermont
$2.48M +$54.7K +2,431 +2%
WPC
789
Wedmont Private Capital
Pennsylvania
$2.48M +$1.04M +46,271 +68%
BCWM
790
Bartlett & Co Wealth Management
Ohio
$2.47M -$49.9K -2,216 -2%
KCM
791
Kanawha Capital Management
Virginia
$2.46M +$142K +6,331 +6%
MG
792
Marex Group
$2.44M +$1.84M +81,602 +318%
VIP
793
Vista Investment Partners
Oklahoma
$2.44M +$297K +13,211 +14%
MSA
794
MUFG Securities Americas
New York
$2.41M +$2.38M +105,919 New
VT
795
Vise Technologies
New York
$2.41M +$820K +36,417 +53%
OPA
796
Old Port Advisors
Maine
$2.41M -$55.1K -2,447 -2%
DFG
797
Delta Financial Group
New Jersey
$2.36M +$14.5K +645 +0.6%
JCM
798
Jacobi Capital Management
Pennsylvania
$2.34M -$17.3K -770 -0.7%
BAM
799
Berkshire Asset Management
Pennsylvania
$2.34M +$13K +578 +0.6%
SF
800
Symphony Financial
Texas
$2.33M -$50K -2,220 -2%