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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
676
Coastal Bridge Advisors
Connecticut
$692K +$4.85K +19 +0.6%
VIM
677
VELA Investment Management
Ohio
$687K +$55.6K +218 +8%
BCM
678
Brasada Capital Management
Texas
$681K +$745K +2,918 New
QWM
679
Quadcap Wealth Management
Texas
$681K +$18.1K +71 +2%
FAIM
680
Financial Advocates Investment Management
Washington
$680K +$42.1K +165 +6%
AO
681
Advisor OS
Illinois
$677K +$32.9K +129 +5%
SIC
682
SFE Investment Counsel
California
$676K – – –
CIAM
683
Caitong International Asset Management
Hong Kong
$676K +$739K +2,895 New
EAM
684
Evanson Asset Management
California
$675K -$26K -102 -3%
IA
685
IFP Advisors
Florida
$669K +$90.6K +355 +14%
1CP
686
17 Capital Partners
Arizona
$666K +$81.7K +320 +13%
HPC
687
HM Payson & Co
Maine
$662K -$9.19K -36 -1%
GI
688
GAMMA Investing
California
$659K +$405K +1,586 +129%
TCA
689
Transcend Capital Advisors
New Jersey
$658K -$41.6K -163 -5%
TSS
690
Two Sigma Securities
New York
$654K +$715K +2,801 New
OWCM
691
One Wealth Capital Management
Arizona
$654K +$7.66K +30 +1%
PA
692
Parallel Advisors
California
$652K +$40.1K +157 +6%
AWS
693
Atria Wealth Solutions
New York
$646K -$14.5K -57 -2%
HFM
694
Hartford Funds Management
Pennsylvania
$646K +$124K +486 +21%
AAB
695
ABN AMRO Bank
Netherlands
$645K +$11K +43 +2%
IPAM
696
ICICI Prudential Asset Management
India
$641K -$2.43M -9,529 -78%
GFP
697
Gryphon Financial Partners
Ohio
$639K +$18.6K +73 +3%
LA
698
LM Advisors
California
$638K +$698K +2,733 New
CIC
699
Cornercap Investment Counsel
Georgia
$637K -$9.19K -36 -1%
GL
700
Graypoint LLC
New York
$633K +$72.2K +283 +12%