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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
801
WESPAC Advisors SoCal
California
$1.5M -$27.5K -288 -2%
FRM
802
Fox Run Management
Connecticut
$1.49M +$1.01M +10,622 +283%
DAS
803
Dynamic Advisor Solutions
Arizona
$1.49M -$102K -1,074 -7%
GF
804
Gabelli Funds
New York
$1.48M – – –
Toronto Dominion Bank
805
Toronto Dominion Bank
Ontario, Canada
$1.48M +$8.58K +90 +0.6%
GWA
806
Gratus Wealth Advisors
Virginia
$1.48M +$1.36M +14,221 New
IB
807
Intrust Bank
Kansas
$1.48M +$10.6K +111 +0.8%
PVI
808
Pine Valley Investments
New Jersey
$1.46M -$7.15K -75 -0.5%
SIA
809
Sit Investment Associates
Minnesota
$1.46M -$6.2K -65 -0.5%
AWM
810
Allen Wealth Management
North Carolina
$1.46M +$1.34M +14,037 New
Zurich Cantonal Bank
811
Zurich Cantonal Bank
Switzerland
$1.45M +$14.3K +150 +1%
BA
812
Ballast Advisors
Minnesota
$1.45M +$369K +3,873 +39%
BCM
813
Birch Capital Management
Texas
$1.44M +$474K +4,967 +56%
UWS
814
Unique Wealth Strategies
Illinois
$1.44M +$1.32M +13,874 New
MIM
815
Meridiem Investment Management
United Kingdom
$1.44M +$141K +1,475 +12%
BAM
816
Belpointe Asset Management
Nevada
$1.43M -$39.4K -413 -3%
AIIMS
817
Analyst IMS Investment Management Services
Israel
$1.43M – – –
VFA
818
Valeo Financial Advisors
Indiana
$1.43M +$31.1K +326 +2%
EWA
819
EP Wealth Advisors
California
$1.43M +$57.5K +603 +5%
YC
820
Yarbrough Capital
Tennessee
$1.42M – – –
CCG
821
Cypress Capital Group
Florida
$1.42M +$3.15K +33 +0.2%
AA
822
Altman Advisors
Illinois
$1.42M -$98K -1,028 -7%
EF
823
Empowered Funds
Pennsylvania
$1.41M +$98.5K +1,033 +8%
SFS
824
Sowell Financial Services
Arkansas
$1.41M +$18.9K +198 +1%
ACMA
825
Arbor Capital Management (Alaska)
Alaska
$1.4M -$38.1K -400 -3%