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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1301
Spark Investment Management
New York
$1.54M +$40K +200 +4%
TAA
1302
TB Alternative Assets
Cayman Islands
$1.54M +$1.18M +5,900 New
GAM
1303
Gemmer Asset Management
California
$1.54M +$29K +145 +3%
SFS
1304
Summit Financial Strategies
Ohio
$1.54M -$2.4K -12 -0.2%
CANY
1305
Caxton Associates (New York)
New York
$1.54M +$213K +1,067 +22%
AWE
1306
Avidian Wealth Enterprises
Texas
$1.53M -$912K -4,561 -44%
TCA
1307
Tortoise Capital Advisors
Kansas
$1.52M -$1.21M -6,045 -51%
JCIA
1308
Jackson Creek Investment Advisors
Colorado
$1.52M +$41.4K +207 +4%
OA
1309
Oak Associates
Ohio
$1.52M
GI
1310
Gradient Investments
Minnesota
$1.52M -$666K -3,330 -37%
IAG
1311
Investment Advisory Group
Massachusetts
$1.52M +$14.8K +74 +1%
HI
1312
Hoey Investments
Pennsylvania
$1.51M +$39K +195 +3%
TCM
1313
Triumph Capital Management
Colorado
$1.51M +$20.6K +103 +2%
HCMG
1314
Howard Capital Management Group
California
$1.51M -$12K -60 -1%
PWMG
1315
Prestige Wealth Management Group
New Jersey
$1.51M +$596K +2,982 +107%
PWA
1316
Physician Wealth Advisors
Utah
$1.51M -$26.2K -131 -2%
CWP
1317
CFM Wealth Partners
Texas
$1.51M -$65K -325 -5%
OAM
1318
Occidental Asset Management
California
$1.51M +$6K +30 +0.5%
AWM
1319
Avaii Wealth Management
Wisconsin
$1.51M +$242K +1,208 +27%
MSAM
1320
Moloney Securities Asset Management
Missouri
$1.51M +$135K +674 +13%
DIA
1321
Dana Investment Advisors
Wisconsin
$1.5M -$295K -1,473 -20%
CW
1322
Channel Wealth
California
$1.5M -$200K -1,001 -15%
VNA
1323
Valley National Advisers
Pennsylvania
$1.5M +$36.6K +183 +3%
RIA
1324
Retirement Investment Advisors
Oklahoma
$1.5M
PL
1325
Perpetual Ltd
Australia
$1.5M -$808K -4,043 -41%