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Name Holding Trade Value Shares
Change
Change in
Stake
WA
651
Wealth Alliance
New York
$791K -$19.9K -78 -2%
Impax Asset Management Group
652
Impax Asset Management Group
United Kingdom
$790K -$9.71K -38 -1%
Jones Financial Companies
653
Jones Financial Companies
Missouri
$790K +$106K +413 +16%
APC
654
Aspire Private Capital
North Carolina
$787K +$8.94K +35 +1%
OWM
655
Opes Wealth Management
California
$785K
LB
656
Legacy Bridge
Iowa
$782K
EAM
657
Evanson Asset Management
California
$772K +$237K +929 +45%
APM
658
Advanced Portfolio Management
New York
$770K +$750K +2,937 New
TCA
659
Transcend Capital Advisors
New Jersey
$769K +$4.34K +17 +0.6%
CBA
660
Coastal Bridge Advisors
Connecticut
$760K
BA
661
Bristlecone Advisors
Washington
$754K +$247K +968 +50%
SIC
662
SFE Investment Counsel
California
$747K
CW
663
CreativeOne Wealth
Kansas
$745K +$11K +43 +2%
HPC
664
HM Payson & Co
Maine
$740K +$188K +735 +34%
WAG
665
Wallace Advisory Group
California
$735K +$289K +1,133 +60%
QWM
666
Quadcap Wealth Management
Texas
$734K +$3.58K +14 +0.5%
AWS
667
Atria Wealth Solutions
New York
$729K +$133K +520 +23%
GS
668
GTS Securities
Florida
$721K -$4.68M -18,337 -87%
SC
669
Savant Capital
Illinois
$715K -$16.1K -63 -2%
OWCM
670
One Wealth Capital Management
Arizona
$715K +$708K +2,770 New
AO
671
Advisor OS
Illinois
$714K -$204K -800 -22%
CIC
672
Cornercap Investment Counsel
Georgia
$713K -$28.6K -112 -4%
NERM
673
New England Research & Management
Illinois
$713K -$489K -1,915 -41%
OP
674
ORG Partners
Indiana
$712K +$26.6K +104 +4%
FAIM
675
Financial Advocates Investment Management
Washington
$709K +$74.3K +291 +12%