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Name Holding Trade Value Shares
Change
Change in
Stake
Wealthspire Advisors (New York)
1476
Wealthspire Advisors (New York)
New York
$2.33M -$1.34M -3,896 -36%
XF
1477
XML Financial
Maryland
$2.33M +$198K +575 +9%
XWL
1478
XXI Wealth LLC
Illinois
$2.32M +$905K +2,630 +62%
MHC
1479
May Hill Capital
Massachusetts
$2.32M -$120K -348 -5%
TPBG
1480
Turning Point Benefit Group
Maryland
$2.31M -$208K -604 -8%
CFG
1481
Cooper Financial Group
California
$2.31M -$1.38K -4 -0.1%
SFA
1482
Souders Financial Advisors
Ohio
$2.3M +$154K +448 +7%
JCM
1483
Jacobi Capital Management
Pennsylvania
$2.3M +$5.85K +17 +0.3%
SWMG
1484
Signature Wealth Management Group
Georgia
$2.3M +$2.34M +6,813 New
OIM
1485
Orca Investment Management
Oregon
$2.3M -$31K -90 -1%
V
1486
VeraBank
Texas
$2.3M -$138K -401 -6%
ST
1487
Somerset Trust
Pennsylvania
$2.29M -$20.3K -59 -0.9%
HBWM
1488
Hollow Brook Wealth Management
New York
$2.28M – – –
SIM
1489
SWP Investment Management
Ohio
$2.28M +$44.7K +130 +2%
WC
1490
Wynn Capital
Georgia
$2.28M +$39.6K +115 +2%
CoreCap Advisors
1491
CoreCap Advisors
Michigan
$2.27M -$27.5K -80 -1%
Skandinaviska Enskilda Banken (SEB)
1492
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.27M -$22.8M -66,340 -91%
DE
1493
Diversified Enterprises
Delaware
$2.27M -$47.8K -139 -2%
EWL
1494
Emissary Wealth LLC
New Jersey
$2.26M -$9.29K -27 -0.4%
VIM
1495
Vista Investment Management
Pennsylvania
$2.25M +$6.54K +19 +0.3%
CP
1496
Cornerstone Planning
North Carolina
$2.25M +$1.82M +5,284 +387%
EMAM
1497
Encompass More Asset Management
California
$2.25M +$2.29M +6,653 New
SWM
1498
Sendero Wealth Management
Texas
$2.25M -$81.9K -238 -3%
Quantbot Technologies
1499
Quantbot Technologies
New York
$2.25M +$2.29M +6,649 New
Pure Financial Advisors
1500
Pure Financial Advisors
California
$2.24M +$76.7K +223 +3%