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Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
1151
McCarter Private Wealth Services
Massachusetts
$607K +$50.7K +320 +9%
Nomura Holdings
1152
Nomura Holdings
Japan
$604K -$2.48M -15,615 -80%
WCM
1153
Wallace Capital Management
Texas
$604K
SWP
1154
Sagespring Wealth Partners
Tennessee
$604K +$63.7K +402 +12%
IIA
1155
Integral Investment Advisors
California
$603K +$44.4K +280 +8%
CP
1156
Castleview Partners
Texas
$603K +$15.9K +100 +3%
BOM
1157
Bank of Marin
California
$601K +$612K +3,857 New
QWM
1158
Quadcap Wealth Management
Texas
$600K -$137K -862 -18%
CSPIA
1159
Cary Street Partners Investment Advisory
Virginia
$600K -$3.33K -21 -0.5%
DWM
1160
DecisionMap Wealth Management
Virginia
$593K +$603K +3,805 New
V
1161
VeraBank
Texas
$593K +$365K +2,304 +154%
MMA
1162
Miracle Mile Advisors
California
$592K +$225K +1,420 +60%
OFS
1163
OMC Financial Services
New York
$591K -$23.8K -150 -4%
MPPW
1164
Mitchell & Pahl Private Wealth
Oklahoma
$591K -$8.88K -56 -1%
FC
1165
Forte Capital
New York
$587K +$232K +1,461 +63%
LWAM
1166
Legacy Wealth Asset Management
Minnesota
$585K +$4.12K +26 +0.7%
SWM
1167
SilverOak Wealth Management
Minnesota
$585K +$34.7K +219 +6%
AWM
1168
Angeles Wealth Management
California
$579K +$328K +2,068 +126%
CAS
1169
CTC Alternative Strategies
Illinois
$577K +$587K +3,700 New
JIP
1170
Jaffetilchin Investment Partners
Florida
$576K -$5.39K -34 -0.9%
MAM
1171
Meeder Asset Management
Ohio
$575K +$3.01K +19 +0.5%
BSHC
1172
Breed's Hill Capital
Massachusetts
$574K
FFM
1173
Forum Financial Management
Illinois
$571K +$23.3K +147 +4%
GWA
1174
Gratus Wealth Advisors
Virginia
$570K -$634 -4 -0.1%
LFM
1175
LGT Fund Management
Liechtenstein
$570K +$50.4K +318 +10%