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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1251
Provence Wealth Management Group
California
$1.5M +$37.7K +135 +2%
MCA
1252
MSH Capital Advisors
Arizona
$1.5M – – –
RFG
1253
Range Financial Group
Oregon
$1.5M +$84.1K +301 +6%
AR
1254
Apeiron RIA
Texas
$1.48M +$12.6K +45 +0.7%
SAMC
1255
Spectrum Asset Management (California)
California
$1.48M -$81.5K -292 -5%
Vestmark Advisory Solutions
1256
Vestmark Advisory Solutions
Massachusetts
$1.48M +$431K +1,545 +38%
LCM
1257
Lattice Capital Management
Washington
$1.47M – – –
GAM
1258
Grandview Asset Management
Pennsylvania
$1.47M -$84.9K -304 -5%
DA
1259
DCM Advisors
New York
$1.46M -$783K -2,805 -34%
Bailard
1260
Bailard
California
$1.46M -$60K -215 -4%
Riverbridge Partners
1261
Riverbridge Partners
Minnesota
$1.45M – – –
PIM
1262
Profit Investment Management
Maryland
$1.45M -$31K -111 -2%
CG
1263
Corundum Group
Colorado
$1.45M -$205K -733 -12%
DWM
1264
Darwin Wealth Management
Florida
$1.45M -$470K -1,684 -20%
PFS Investments
1265
PFS Investments
Georgia
$1.45M +$322K +1,153 +27%
IF
1266
Integrity Financial
Wyoming
$1.45M -$199K -711 -12%
RIM
1267
Regent Investment Management
Kentucky
$1.44M – – –
KP
1268
Keel Point
Alabama
$1.44M +$86.9K +311 +6%
OFS
1269
OneAscent Financial Services
Alabama
$1.43M +$147K +528 +11%
GEA
1270
Glen Eagle Advisors
New Jersey
$1.43M +$12K +43 +0.8%
MAM
1271
Maytree Asset Management
Hong Kong
$1.43M -$8.63M -30,900 -85%
HFP
1272
Holistic Financial Partners
Indiana
$1.43M +$600K +2,149 +66%
TW
1273
TrinityPoint Wealth
Connecticut
$1.43M -$17.6K -63 -1%
FOA
1274
Five Oceans Advisors
California
$1.43M +$14K +50 +0.9%
WWG
1275
West Wealth Group
California
$1.42M -$5.58K -20 -0.4%