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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
501
Trust Company of Vermont
Vermont
$1.53M -$47.9K -885 -4%
AWE
502
Avidian Wealth Enterprises
Texas
$1.53M +$357K +6,600 +45%
Koshinski Asset Management
503
Koshinski Asset Management
Illinois
$1.52M -$47.9K -885 -4%
TWM
504
Triton Wealth Management
Arizona
$1.5M +$323K +5,970 +66%
DAS
505
Dynamic Advisor Solutions
Arizona
$1.5M -$497K -9,180 -31%
PIMG
506
Patriot Investment Management Group
Tennessee
$1.49M +$82K +1,515 +8%
GWM
507
Geneos Wealth Management
Colorado
$1.49M +$140K +2,580 +12%
FIM
508
Frontier Investment Management
Texas
$1.49M +$649K +12,000 +139%
LW
509
Linscomb Wealth
Texas
$1.48M -$7.24M -133,875 -87%
Cetera Investment Advisers
510
Cetera Investment Advisers
Illinois
$1.48M -$102K -1,890 -8%
Wealth Enhancement Advisory Services
511
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$753K +13,920 New
QWM
512
QP Wealth Management
New Jersey
$1.46M -$18.7K -345 -2%
GCA
513
Gradient Capital Advisors
California
$1.44M +$402K +7,425 +59%
PCM
514
Parsons Capital Management
Rhode Island
$1.44M -$122K -2,250 -10%
MOS
515
MGO One Seven
Ohio
$1.44M -$51.1K -945 -5%
MS
516
Maven Securities
Jersey
$1.44M +$1.08M +19,935 New
CFG
517
Citizens Financial Group
Rhode Island
$1.43M
CAM
518
Cresset Asset Management
Illinois
$1.43M +$1.07M +19,815 New
ESCM
519
Echo Street Capital Management
New York
$1.41M +$1.06M +19,575 New
SI
520
Stephens Inc
Arkansas
$1.41M -$142K -2,625 -12%
DC
521
DeDora Capital
California
$1.4M +$1.05M +19,425 New
FNBT
522
FineMark National Bank & Trust
Florida
$1.4M -$52.7K -975 -5%
Vanguard Personalized Indexing Management
523
Vanguard Personalized Indexing Management
California
$1.4M +$661K +12,225 +171%
LNC
524
Lincoln National Corp
Pennsylvania
$1.39M -$445K -8,235 -30%
MA
525
Mutual Advisors
Nebraska
$1.39M +$17.9K +330 +2%