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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
751
Semmax Financial Advisors
North Carolina
$1.3M +$111K +952 +8%
WA
752
Wambolt & Associates
Colorado
$1.28M +$442K +3,778 +43%
LPARFS
753
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.27M +$11.7K +100 +0.8%
WP
754
WealthSource Partners
California
$1.27M +$1.07M +9,180 +305%
GSWM
755
Greenup Street Wealth Management
Michigan
$1.27M +$521K +4,451 +58%
AW
756
Alaethes Wealth
Nevada
$1.26M +$5.96K +51 +0.4%
LC
757
Lavaca Capital
Texas
$1.26M +$96.1K +822 +7%
ER
758
Enlightenment Research
Florida
$1.26M +$1.42M +12,100 New
S
759
swisspartners
Liechtenstein
$1.26M +$1.41M +12,070 New
PIA
760
Perennial Investment Advisors
California
$1.25M +$20.2K +173 +1%
SIMG
761
Sonora Investment Management Group
Arizona
$1.25M -$585 -5 -0%
CT
762
Coastline Trust
Rhode Island
$1.25M
OWM
763
OneAscent Wealth Management
Alabama
$1.24M +$140K +1,200 +11%
SIA
764
Sit Investment Associates
Minnesota
$1.23M
AIIMS
765
Analyst IMS Investment Management Services
Israel
$1.23M -$76K -650 -5%
IB
766
Intrust Bank
Kansas
$1.22M +$8.07K +69 +0.6%
WPW
767
Waldron Private Wealth
Pennsylvania
$1.21M +$38.1K +326 +3%
P
768
Pitcairn
Pennsylvania
$1.21M -$2.46K -21 -0.2%
CC
769
Copperleaf Capital
North Carolina
$1.19M +$40.7K +348 +3%
SFO
770
Stokes Family Office
Louisiana
$1.17M +$201K +1,722 +18%
OPS
771
Orion Portfolio Solutions
Nebraska
$1.17M +$246K +2,100 +23%
AWM
772
Axxcess Wealth Management
California
$1.17M +$314K +2,689 +32%
TFA
773
Teamwork Financial Advisors
Texas
$1.15M -$1.3M -11,126 -50%
CP
774
Covenant Partners
Tennessee
$1.15M -$963K -8,234 -43%
M
775
Mirova
France
$1.15M +$1.29M +11,034 New