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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
3551
Semmax Financial Advisors
North Carolina
$723K +$693K +5,402 +1,041%
CCA
3552
Covey Capital Advisors
Georgia
$721K +$757K +5,900 New
SC
3553
Schoolcraft Capital
Colorado
$717K -$128K -996 -15%
JWM
3554
JFG Wealth Management
Colorado
$715K -$14.4K -112 -2%
PA
3555
Prism Advisors
California
$710K -$61.2K -477 -8%
KTA
3556
Keeley-Teton Advisors
Illinois
$710K
HC
3557
Hatton Consulting
Arizona
$709K +$745K +5,807 New
HCA
3558
Hyperion Capital Advisors
New York
$707K +$28.2K +220 +4%
Nisa Investment Advisors
3559
Nisa Investment Advisors
Missouri
$705K -$55.3M -430,766 -7%
BBA
3560
Braun-Bostich & Associates
Pennsylvania
$698K
IFO
3561
Independent Family Office
New York
$697K -$164K -1,278 -22%
HWM
3562
HighMark Wealth Management
Minnesota
$697K +$31.6K +246 +5%
OEP
3563
Ocean Endowment Partners
Illinois
$695K -$30.3K -236 -8%
IWP
3564
IAG Wealth Partners
Wisconsin
$692K +$5.26K +41 +0.7%
JSA
3565
Jacobson & Schmitt Advisors
Wisconsin
$691K +$32.7K +255 +5%
GPA
3566
Guidance Point Advisors
Massachusetts
$689K +$899 +7 +0.1%
CCM
3567
Cullen Capital Management
New York
$689K +$724K +5,640 New
FFW
3568
Fusion Family Wealth
New York
$685K -$330K -2,574 -31%
PFA
3569
Peak Financial Advisors
Colorado
$684K -$4.88K -38 -0.7%
CI
3570
CAZ Investments
Texas
$684K
BC
3571
Barnett & Company
Tennessee
$683K -$68K -530 -9%
HHRDM
3572
H&H Retirement Design & Management
Nevada
$682K +$664K +5,170 New
FWM
3573
Filbrandt Wealth Management
Wisconsin
$681K -$840K -6,542 -54%
MIAS
3574
Mason Investment Advisory Services
Virginia
$680K -$701K -5,464 -50%
SFA
3575
Seneca Financial Advisors
New York
$677K +$159K +1,239 +29%