Name Holding Trade Value Shares
Change
Change in
Stake
KIM
926
Kestra Investment Management
Texas
$1.26M +$264K +1,590 +26%
TP
927
Tranquility Partners
Tennessee
$1.26M -$1.66K -10 -0.1%
DAS
928
Dynamic Advisor Solutions
Arizona
$1.25M +$1.27M +7,613 New
HW
929
Hedeker Wealth
Illinois
$1.25M -$8.98K -54 -0.7%
IWC
930
Integrated Wealth Concepts
Massachusetts
$1.24M +$148K +888 +13%
HIC
931
Hartline Investment Corp
Illinois
$1.24M -$450K -2,709 -26%
PD
932
Point72 (DIFC)
United Arab Emirates
$1.24M +$1.25M +7,510 New
IAA
933
Independent Advisor Alliance
North Carolina
$1.24M +$48.2K +290 +4%
CNBT
934
Canandaigua National Bank & Trust
New York
$1.23M +$43.9K +264 +4%
RWPA
935
Richard W. Paul & Associates
Michigan
$1.23M +$63.7K +383 +5%
CB
936
CNB Bank
Pennsylvania
$1.23M +$23.8K +143 +2%
FW
937
FullCircle Wealth
Texas
$1.22M +$103K +622 +8%
PCA
938
Peddock Capital Advisors
Massachusetts
$1.22M -$26.6K -160 -2%
FHA
939
Flagship Harbor Advisors
Massachusetts
$1.22M +$293K +1,760 +31%
TCPG
940
Trivant Custom Portfolio Group
California
$1.2M +$173K +1,043 +17%
AFG
941
Atomi Financial Group
New York
$1.19M +$99.3K +597 +9%
XT
942
XTX Topco
Cayman Islands
$1.19M +$978K +5,880 +444%
MWM
943
MOKAN Wealth Management
Kansas
$1.18M +$1.2M +7,197 New
VFA
944
Valeo Financial Advisors
Indiana
$1.17M -$70.8K -426 -6%
OCAM
945
Onex Canada Asset Management
Ontario, Canada
$1.17M -$3.66K -22 -0.3%
CWM
946
Connecticut Wealth Management
Connecticut
$1.16M -$82.8K -498 -7%
FCFC
947
First Commonwealth Financial Corp
Pennsylvania
$1.16M +$156K +938 +15%
SRC
948
Sage Rhino Capital
California
$1.15M +$630K +3,791 +118%
BHPW
949
Beverly Hills Private Wealth
California
$1.14M +$38.6K +232 +3%
TPW
950
Transatlantique Private Wealth
New York
$1.14M -$26.6K -160 -2%