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Name Holding Trade Value Shares
Change
Change in
Stake
FP
1601
Financial Perspectives
Minnesota
$965K – – –
KJHP
1602
K.J. Harrison & Partners
Ontario, Canada
$965K +$110K +1,005 +14%
ARGA Investment Management
1603
ARGA Investment Management
Connecticut
$965K +$356K +3,244 +62%
SF
1604
Symphony Financial
Texas
$964K +$94.7K +863 +11%
EIA
1605
Eldridge Investment Advisors
New Hampshire
$963K +$219 +2 +0%
CPSAC
1606
Chas P. Smith & Associates (CPS)
Florida
$959K -$8.55K -78 -0.9%
FIM
1607
Freedom Investment Management
Connecticut
$957K -$5.92K -54 -0.6%
KAS
1608
KPP Advisory Services
Kentucky
$956K +$44.4K +405 +5%
BOPW
1609
Brandywine Oak Private Wealth
Pennsylvania
$955K -$110 -1 -0%
SIM
1610
Sentry Investment Management
Wisconsin
$954K – – –
AOI
1611
Auto-Owners Insurance
Michigan
$953K – – –
I
1612
InceptionR
California
$951K +$485K +4,419 +113%
VFA
1613
Voya Financial Advisors
Connecticut
$951K -$29.8K -272 -3%
CP
1614
Covenant Partners
Tennessee
$951K +$7.9K +72 +0.9%
PBF
1615
Petix & Botte Financial
California
$947K – – –
Balentine LLC
1616
Balentine LLC
Georgia
$946K +$298K +2,713 +49%
PWAM
1617
Pinnacle West Asset Management
Wyoming
$945K +$11.5K +105 +1%
EI
1618
Ellevest Inc
New York
$944K -$12.9K -118 -1%
CCM
1619
Carlson Capital Management
Minnesota
$940K +$67.9K +619 +8%
PP
1620
PrairieView Partners
Minnesota
$939K -$219K -2,000 -20%
WAG
1621
Wallace Advisory Group
California
$939K -$18.9K -172 -2%
PP
1622
Paloma Partners
Connecticut
$937K -$4.64M -42,330 -84%
Avidian Wealth Enterprises
1623
Avidian Wealth Enterprises
Texas
$936K +$17.2K +157 +2%
WCAMG
1624
Woodard & Company Asset Management Group
North Carolina
$934K – – –
SSC
1625
Syverson Strege & Co
Iowa
$933K -$175K -1,597 -16%