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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Power Wealth Management
Georgia
$933K +$987K +4,346 New
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$930K -$2.81M -12,354 -74%
NAMI
553
Nomura Asset Management International
Pennsylvania
$928K +$982K +4,322 New
JBC
554
Jefferson Bridge Capital
Tennessee
$924K +$977K +4,300 New
GWS
555
Greykasell Wealth Strategies
California
$923K -$13.6K -60 -1%
TAM
556
Tealwood Asset Management
Minnesota
$918K -$451K -1,985 -32%
MAS
557
Meeder Advisory Services
Ohio
$915K -$143K -628 -13%
VI
558
Vestcor Inc
New Brunswick, Canada
$903K
BIG
559
Brooklyn Investment Group
New York
$902K +$339K +1,492 +57%
TLCM
560
Twin Lakes Capital Management
California
$888K
CT
561
Chicago Trust
Illinois
$879K -$144K -634 -13%
BG
562
BDF Gestion
France
$878K -$2.13M -9,395 -70%
CW
563
CreativeOne Wealth
Kansas
$872K +$57.3K +252 +7%
AIIMS
564
Analyst IMS Investment Management Services
Israel
$869K
KWM
565
Kingsview Wealth Management
Oregon
$867K -$45.7K -201 -5%
CA
566
Cache Advisors
California
$865K
RP
567
Riverbridge Partners
Minnesota
$858K -$474K -2,088 -34%
GAM
568
Gotham Asset Management
New York
$857K +$658K +2,896 +264%
1CP
569
17 Capital Partners
Arizona
$851K -$5.68K -25 -0.6%
LCGC
570
Legacy Capital Group California
California
$849K +$22.9K +101 +3%
UAS
571
United Asset Strategies
New York
$846K +$895K +3,938 New
HI
572
Horizon Investments
North Carolina
$837K -$172K -756 -16%
Bessemer Group
573
Bessemer Group
New Jersey
$837K -$271K -1,193 -23%
CFG
574
Citizens Financial Group
Rhode Island
$837K -$144K -634 -14%
BBHC
575
Brown Brothers Harriman & Co
New York
$832K -$216K -949 -20%