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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
751
Aaron Wealth Advisors
Illinois
$459K -$13.9K -57 -3%
WA
752
Waverly Advisors
Alabama
$456K +$46.5K +191 +11%
FAIM
753
Financial Advocates Investment Management
Washington
$455K -$247K -1,016 -35%
RWS
754
Resolute Wealth Strategies
Mississippi
$453K
A
755
AlphaQuest
New York
$453K +$397K +1,630 +637%
IAN
756
Integrated Advisors Network
Texas
$450K -$341K -1,399 -43%
OIS
757
OneAscent Investment Solutions
Alabama
$450K -$27K -111 -6%
AWS
758
Atria Wealth Solutions
New York
$449K -$219K -897 -32%
MYAM
759
Meiji Yasuda Asset Management
Japan
$448K -$560K -2,298 -55%
BBA
760
Baader Bank Aktiengesellschaft
Germany
$446K +$143K +589 +46%
PWM
761
Perigon Wealth Management
California
$443K +$5.36K +22 +1%
SSA
762
Schonfeld Strategic Advisors
New York
$442K -$830K -3,409 -65%
ACM
763
Advisors Capital Management
New Jersey
$440K -$110K -452 -20%
AFC
764
AFT Forsyth & Company
Florida
$438K -$183K -750 -29%
NP
765
Nilsine Partners
Colorado
$434K +$18K +74 +4%
OAM
766
Oxford Asset Management
United Kingdom
$433K +$439K +1,803 New
BC
767
Burney Company
Virginia
$431K -$17.8K -73 -4%
CFO
768
Callan Family Office
Pennsylvania
$431K +$437K +1,796 New
PA
769
PharVision Advisers
Florida
$428K +$434K +1,783 New
RIG
770
Ramiah Investment Group
Wisconsin
$426K +$432K +1,773 New
BL
771
Balentine LLC
Georgia
$425K -$709K -2,912 -62%
GWMR
772
GC Wealth Management RIA
Massachusetts
$423K +$429K +1,762 New
EP
773
Essential Planning
New Hampshire
$420K
EFG
774
Everhart Financial Group
Ohio
$420K +$42.4K +174 +11%
CWA
775
Clarity Wealth Advisors
California
$420K -$6.09K -25 -1%