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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1026
Kingswood Wealth Advisors
California
$743K +$667K +3,766 New
BLC
1027
Brown, Lisle/Cummings
Rhode Island
$740K +$8.85K +50 +1%
SFO
1028
Stokes Family Office
Louisiana
$737K -$274K -1,547 -29%
OWA
1029
Outlook Wealth Advisors
Texas
$735K -$141K -799 -18%
BSW
1030
Buckingham Strategic Wealth
Missouri
$726K +$11.2K +63 +2%
WCM
1031
Wallace Capital Management
Texas
$725K
PPC
1032
Park Place Capital
Alabama
$724K -$65.7K -371 -9%
TSW
1033
Three Seasons Wealth
Utah
$723K +$40.7K +230 +7%
NP
1034
Ninepoint Partners
Ontario, Canada
$720K +$646K +3,650 New
Capstone Investment Advisors
1035
Capstone Investment Advisors
New York
$716K +$228K +1,290 +55%
BMCM
1036
Burns Matteson Capital Management
New York
$715K -$3.19K -18 -0.5%
PTP
1037
Platform Technology Partners
New York
$714K -$31.5K -178 -5%
NC
1038
NovaPoint Capital
Georgia
$709K -$470K -2,655 -42%
SRC
1039
Sage Rhino Capital
California
$705K -$8.5K -48 -1%
CIA
1040
Choate Investment Advisors
Massachusetts
$703K -$251K -1,417 -28%
SWM
1041
SilverOak Wealth Management
Minnesota
$697K +$625K +3,531 New
BIG
1042
Brooklyn Investment Group
New York
$694K +$622K +3,515 New
GT
1043
Glenview Trust
Kentucky
$694K +$26.9K +152 +5%
VEA
1044
Virtus ETF Advisers
New York
$693K +$621K +3,509 New
MFG
1045
Merit Financial Group
Georgia
$692K -$673K -3,803 -52%
TCB
1046
Texas Capital Bancshares
Texas
$692K -$531 -3 -0.1%
AWM
1047
Aberdeen Wealth Management
Illinois
$690K -$8.85K -50 -1%
PA
1048
Prossimo Advisors
California
$690K +$10.1K +57 +2%
CWA
1049
Consilium Wealth Advisory
Texas
$687K +$119K +672 +24%
MAM
1050
Meeder Asset Management
Ohio
$685K -$5.43M -30,683 -90%