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Name Holding Trade Value Shares
Change
Change in
Stake
YIH
1276
Y-Intercept (HK)
Hong Kong
$4.49M +$4.25M +10,687 New
AAG
1277
Asset Advisory Group
New Jersey
$4.49M – – –
FMWA
1278
Forvis Mazars Wealth Advisors
Missouri
$4.48M +$322K +809 +8%
PWM
1279
Parkshore Wealth Management
California
$4.47M +$823K +2,070 +24%
SAM
1280
Simplify Asset Management
Nevada
$4.47M -$188K -473 -4%
ML
1281
McAdam LLC
Pennsylvania
$4.45M +$515K +1,294 +14%
EA
1282
Everpar Advisors
Oklahoma
$4.42M -$125K -314 -3%
EFMH
1283
E Fund Management (HK)
Hong Kong
$4.41M +$1.55M +3,899 +59%
KC
1284
Kepler Cheuvreux
$4.4M -$1.09M -2,731 -21%
JJBC
1285
James J. Burns & Company
New York
$4.4M +$59.7K +150 +1%
VCM
1286
Versant Capital Management
Arizona
$4.4M -$598K -1,504 -13%
IP
1287
Indivisible Partners
Florida
$4.39M +$2.26M +5,692 +120%
EFG
1288
Everest Financial Group
Minnesota
$4.38M +$4.77K +12 +0.1%
CAS
1289
Coppell Advisory Solutions
Texas
$4.38M +$6.6M +16,585 New
NW
1290
N10 Wealth
Connecticut
$4.38M +$4.14M +10,418 New
LA
1291
LM Advisors
California
$4.37M +$2.74M +6,880 +194%
KFA
1292
Kelleher Financial Advisors
New York
$4.36M +$2.27M +5,714 +123%
LIP
1293
Liontrust Investment Partners
United Kingdom
$4.34M -$9.66M -24,281 -70%
PA
1294
Paragon Advisors
Texas
$4.34M +$1.89M +4,757 +85%
MWM
1295
M3 Wealth Management
Ohio
$4.33M +$45.3K +114 +1%
TFS
1296
Thoroughbred Financial Services
Tennessee
$4.33M +$85.1K +214 +2%
RPC
1297
Rossmore Private Capital
Connecticut
$4.32M +$33.8K +85 +0.8%
HA
1298
Herold Advisors
New York
$4.32M +$63.2K +159 +2%
FWA
1299
FSM Wealth Advisors
Ohio
$4.32M -$124K -311 -3%
MAWA
1300
Moss Adams Wealth Advisors
Washington
$4.31M +$125K +315 +3%