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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1401
Confluence Wealth Services
Pennsylvania
$7.39M +$20.2K +58 +0.3%
MHS
1402
M Holdings Securities
Oregon
$7.38M +$788K +2,261 +12%
TIP
1403
Torray Investment Partners
Maryland
$7.38M -$480K -1,376 -6%
LC
1404
Legacy CG
Texas
$7.36M -$229K -658 -3%
SW
1405
StrongBox Wealth
Missouri
$7.35M +$208K +596 +3%
FCM
1406
Fortis Capital Management
Washington
$7.32M +$550K +1,578 +8%
SCI
1407
S&CO Inc
Massachusetts
$7.32M +$1.6M +4,590 +29%
DWM
1408
Diversify Wealth Management
Utah
$7.31M +$198K +567 +3%
BG
1409
Bahl & Gaynor
Ohio
$7.31M -$96.9K -278 -1%
HCM
1410
Highview Capital Management
Illinois
$7.3M +$48.4K +139 +0.7%
AWA
1411
Arete Wealth Advisors
Illinois
$7.29M -$272K -780 -4%
LWMM
1412
Legacy Wealth Management (Mississippi)
Mississippi
$7.29M -$991K -2,842 -12%
ZCI
1413
Zevenbergen Capital Investments
Washington
$7.28M +$99.3K +285 +1%
AC
1414
Avestar Capital
New York
$7.28M +$911K +2,614 +15%
Citadel Advisors
1415
Citadel Advisors
Florida
$7.27M -$72.4M -207,658 -91%
ECM
1416
EagleClaw Capital Management
Massachusetts
$7.25M -$145K -415 -2%
SS
1417
Sunbelt Securities
Texas
$7.23M +$166K +475 +2%
GAAM
1418
Guinness Atkinson Asset Management
California
$7.21M -$560K -1,607 -7%
BAM
1419
Belpointe Asset Management
Nevada
$7.18M +$234K +672 +3%
HWA
1420
Heritage Wealth Advisors
Virginia
$7.16M -$9.06K -26 -0.1%
SW
1421
SteelPeak Wealth
California
$7.14M -$1.53M -4,389 -18%
SAG
1422
SageView Advisory Group
California
$7.13M -$237K -679 -3%
LG
1423
Leuthold Group
Minnesota
$7.12M -$696K -1,996 -9%
HAM
1424
Harmony Asset Management
Arizona
$7.11M +$97.2K +279 +1%
BP
1425
Baypointe Partners
Connecticut
$7.1M +$6.97M +20,000 New