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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
801
Atomi Financial Group
New York
$2.31M -$133K -1,893 -6%
AWM
802
Aviso Wealth Management
Washington
$2.3M +$2.16M +30,623 New
EWM
803
EPG Wealth Management
Georgia
$2.3M +$2.15M +30,588 New
NIM
804
Northeast Investment Management
Massachusetts
$2.29M +$430K +6,110 +25%
1WM
805
1858 Wealth Management
Ohio
$2.28M -$63.6K -903 -3%
SIA
806
SkyView Investment Advisors
New Jersey
$2.28M +$61.6K +875 +3%
MMA
807
Miracle Mile Advisors
California
$2.27M -$107K -1,526 -5%
MPWT
808
MassMutual Private Wealth & Trust
Connecticut
$2.27M +$216K +3,075 +11%
MAM
809
Mark Asset Management
New York
$2.25M -$6.53M -92,710 -76%
TGM
810
Tenzing Global Management
California
$2.25M -$1.94M -27,500 -48%
GC
811
Garde Capital
Washington
$2.24M +$1.06K +15 +0.1%
KJWM
812
Kiley Juergens Wealth Management
Washington
$2.24M +$2.1M +29,792 New
HLA
813
Hamilton Lane Advisors
Pennsylvania
$2.24M
FTWA
814
Fifth Third Wealth Advisors
Ohio
$2.23M +$215K +3,053 +11%
WAOTB
815
Wealth Advisors of Tampa Bay
Florida
$2.21M -$18K -256 -0.9%
KeyBank National Association
816
KeyBank National Association
Ohio
$2.21M +$20.6K +292 +1%
CA
817
Clearstead Advisors
Ohio
$2.21M +$1.37M +19,526 +197%
CW
818
CreativeOne Wealth
Kansas
$2.21M +$289K +4,112 +16%
BM
819
Brandywine Managers
Delaware
$2.21M
ATC
820
Argent Trust Co
Tennessee
$2.2M +$10.3K +146 +0.5%
PS
821
Principal Securities
Iowa
$2.19M +$536K +7,616 +35%
KI
822
Keystone Investors
Singapore
$2.17M -$2.98M -42,262 -59%
SW
823
Simplicity Wealth
New Jersey
$2.16M -$2.5M -35,561 -55%
MCM
824
Mengis Capital Management
Oregon
$2.16M -$254K -3,605 -11%
CMI
825
Clare Market Investments
Texas
$2.14M +$20.8K +295 +1%