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Name Holding Trade Value Shares
Change
Change in
Stake
IIA
1076
ICW Investment Advisors
Arizona
$642K +$8.32K +50 +1%
NO
1077
Ninety One
South Africa
$641K +$608K +3,655 New
RWP
1078
RWA Wealth Partners
Massachusetts
$640K -$14.1K -85 -2%
FFS
1079
Founders Financial Securities
Maryland
$635K +$59.1K +355 +11%
QPWM
1080
Quadrant Private Wealth Management
Pennsylvania
$634K -$5.16K -31 -0.8%
BLC
1081
Brown, Lisle/Cummings
Rhode Island
$633K -$16.6K -100 -3%
CIS
1082
Custom Index Systems
New York
$627K +$602K +3,617 New
HWMO
1083
Heritage Wealth Management (Ohio)
Ohio
$624K +$593K +3,565 New
TWM
1084
Trueblood Wealth Management
Ohio
$624K +$14.1K +85 +2%
VFA
1085
Voya Financial Advisors
Connecticut
$623K +$128K +770 +28%
CWA
1086
Clarus Wealth Advisors
Arizona
$622K -$3.83K -23 -0.6%
LC
1087
Lindbrook Capital
California
$615K -$107K -642 -15%
AA
1088
AlphaQ Advisors
Florida
$614K -$29.6K -178 -5%
SWM
1089
SilverOak Wealth Management
Minnesota
$612K
AWM
1090
Aberdeen Wealth Management
Illinois
$606K
BMCM
1091
Burns Matteson Capital Management
New York
$603K -$9.48K -57 -2%
EH
1092
Equitable Holdings
New York
$602K +$39.9K +240 +7%
VWM
1093
VCI Wealth Management
Missouri
$597K +$202K +1,216 +55%
MG
1094
Mather Group
Illinois
$597K +$95.4K +573 +19%
SRC
1095
Sage Rhino Capital
California
$594K +$3.16K +19 +0.6%
HA
1096
Herold Advisors
New York
$590K -$1.78M -10,690 -76%
GEM
1097
Global Endowment Management
North Carolina
$590K +$154K +926 +37%
TA
1098
Tectonic Advisors
Texas
$589K +$8.32K +50 +1%
AWM
1099
Axxcess Wealth Management
California
$584K -$1.07M -6,457 -66%
CMI
1100
Clare Market Investments
Texas
$583K +$24.5K +147 +5%