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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
601
Transcend Capital Advisors
New Jersey
$839K +$89.7K +388 +13%
ECM
602
Everence Capital Management
Indiana
$833K +$532K +2,300 +198%
BOSSRA
603
B.O.S.S. Retirement Advisors
Utah
$833K -$48.8K -211 -6%
GA
604
GraniteShares Advisors
New York
$832K +$65.9K +285 +9%
TIAA Trust, National Association
605
TIAA Trust, National Association
North Carolina
$828K -$202K -873 -20%
SAA
606
Southeast Asset Advisors
Georgia
$827K +$795K +3,437 New
AWA
607
Aaron Wealth Advisors
Illinois
$825K +$350K +1,514 +79%
GS
608
GTS Securities
Florida
$816K +$784K +3,390 New
APWM
609
Argonautica Private Wealth Management
Massachusetts
$811K
MCM
610
MAI Capital Management
Ohio
$810K +$216K +935 +39%
SAI
611
Savvy Advisors Inc
New York
$807K +$24.3K +105 +3%
CAMG
612
CWA Asset Management Group
Florida
$806K -$110K -474 -12%
LG
613
LaFleur & Godfrey
Michigan
$789K -$193K -835 -20%
DFA
614
Delta Financial Advisors
Louisiana
$786K -$6.94K -30 -0.9%
VAS
615
Vestmark Advisory Solutions
Massachusetts
$786K -$1.23M -5,327 -62%
SM
616
STF Management
Texas
$769K -$19K -82 -3%
HAG
617
HighPoint Advisor Group
Illinois
$767K -$371K -1,604 -33%
TE
618
Tema ETFs
New York
$766K +$735K +3,180 New
GFP
619
Gryphon Financial Partners
Ohio
$765K +$64.3K +278 +10%
PCS
620
Personal CFO Solutions
New Jersey
$753K -$458K -1,980 -39%
IFG
621
Independent Financial Group
California
$742K +$141K +609 +25%
S
622
SignatureFD
Georgia
$741K -$34.9K -151 -5%
OWM
623
Opes Wealth Management
California
$731K -$1.16K -5 -0.2%
VCA
624
Verdence Capital Advisors
Maryland
$728K -$308K -1,334 -30%
AI
625
AXS Investments
New York
$727K +$27.7K +120 +4%