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Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
1101
K.J. Harrison & Partners
Ontario, Canada
$1.62M -$426K -2,500 -24%
CCM
1102
Cinctive Capital Management
New York
$1.61M -$762K -4,473 -32%
DJSG
1103
D.J. St. Germain
Massachusetts
$1.61M +$682 +4 +0%
NIM
1104
NEOS Investment Management
Connecticut
$1.61M +$578K +3,393 +58%
LA
1105
Legacy Advisors
Pennsylvania
$1.6M +$82.1K +482 +6%
FPAS
1106
Focus Partners Advisor Solutions
Missouri
$1.59M +$444K +2,605 +40%
LAI
1107
Legal Advantage Investments
California
$1.58M +$256K +1,500 +20%
BJL
1108
Brighton Jones LLC
Washington
$1.57M +$224K +1,316 +17%
AMCA
1109
Arthur M. Cohen & Associates
Illinois
$1.57M +$138K +807 +10%
AWM
1110
Axxcess Wealth Management
California
$1.56M -$373K -2,189 -20%
KIA
1111
Knollwood Investment Advisory
Maryland
$1.56M
LGA
1112
Lebenthal Global Advisors
New York
$1.56M +$285K +1,671 +23%
IFO
1113
Independent Family Office
New York
$1.55M -$1.55M -9,100 -50%
BCM
1114
Barden Capital Management
Texas
$1.55M -$59K -346 -4%
AIM
1115
Aigen Investment Management
New York
$1.54M +$1.52M +8,895 New
NFG
1116
Nations Financial Group
Iowa
$1.54M +$51K +299 +3%
LFA
1117
Legacy Financial Advisors
Kentucky
$1.54M +$2.21K +13 +0.1%
EWM
1118
Empirical Wealth Management
Washington
$1.54M +$25.7K +151 +2%
AWM
1119
Aprio Wealth Management
Georgia
$1.53M +$77.4K +454 +5%
FA
1120
FDx Advisors
Illinois
$1.52M +$139K +814 +10%
SOS
1121
Silver Oak Securities
Tennessee
$1.51M +$1.34M +7,890 +1,186%
DWM
1122
Dakota Wealth Management
Florida
$1.51M +$166K +972 +13%
BCM
1123
Brookstone Capital Management
Illinois
$1.51M +$26.6K +156 +2%
SIMG
1124
Sonora Investment Management Group
Arizona
$1.5M +$9.88K +58 +0.7%
GVAG
1125
Great Valley Advisor Group
Delaware
$1.5M +$1.02K +6 +0.1%