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Name Holding Trade Value Shares
Change
Change in
Stake
NW
926
NewEdge Wealth
Pennsylvania
$741K +$152K +754 +25%
TA
927
Tectonic Advisors
Texas
$739K -$161K -798 -17%
RIA
928
Realta Investment Advisors
Delaware
$738K +$5.45K +27 +0.7%
AG
929
AIA Group
Hong Kong
$737K +$124K +615 +19%
NFG
930
Next Financial Group
Texas
$736K -$92.2K -457 -11%
CA
931
Continuum Advisory
Idaho
$729K +$34.1K +169 +5%
MFG
932
Menard Financial Group
Texas
$729K +$85K +421 +13%
JCM
933
Jacobi Capital Management
Pennsylvania
$726K +$14.3K +71 +2%
DTL
934
Dynamic Technology Lab
Singapore
$723K +$400K +1,982 +114%
HH
935
Hilltop Holdings
Texas
$722K -$1.41K -7 -0.2%
GT
936
Glenview Trust
Kentucky
$719K -$404 -2 -0.1%
CF
937
Copperwynd Financial
Arizona
$711K +$71.6K +355 +11%
TCB
938
Texas Capital Bancshares
Texas
$703K
WF
939
WoodTrust Financial
Wisconsin
$700K +$327K +1,619 +81%
FMLI
940
Fukoku Mutual Life Insurance
Japan
$697K +$496K +2,460 +218%
BFS
941
Bard Financial Services
Connecticut
$695K -$65.6K -325 -8%
Edgewood Management
942
Edgewood Management
Connecticut
$695K
KMWM
943
Keudell/Morrison Wealth Management
Oregon
$694K -$98.7K -489 -12%
FFA
944
First Foundation Advisors
California
$691K +$98.9K +490 +16%
AWM
945
Aberdeen Wealth Management
Illinois
$689K -$28.7K -142 -4%
BIAS
946
Beacon Investment Advisory Services
New Jersey
$689K +$9.08K +45 +1%
CLOS
947
Compagnie Lombard Odier SCmA
Switzerland
$684K
LA
948
Latitude Advisors
Florida
$684K +$393K +1,945 +123%
RCAG
949
Rehmann Capital Advisory Group
Michigan
$681K +$7.87K +39 +1%
OA
950
Oxbow Advisors
Texas
$681K -$136K -675 -16%