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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1751
Globeflex Capital
California
$651K – – –
WCA
1752
Waypoint Capital Advisors
Minnesota
$650K +$186K +1,771 +36%
DA
1753
Drake & Associates
Wisconsin
$649K -$10.4K -99 -1%
GP
1754
Geneva Partners
Wisconsin
$648K -$493K -4,694 -41%
IDBONY
1755
Israel Discount Bank of New York
New York
$648K -$11.4K -109 -2%
AGWCA
1756
Annis Gardner Whiting Capital Advisors
Florida
$647K +$702K +6,684 New
CA
1757
Continuum Advisory
Idaho
$647K +$9.45K +90 +1%
KA
1758
Kovack Advisors
Florida
$646K +$36.2K +345 +5%
KAS
1759
KPP Advisory Services
Kentucky
$645K +$700K +6,663 New
SW
1760
StrongBox Wealth
Missouri
$645K -$2.21K -21 -0.3%
LGT Group Foundation
1761
LGT Group Foundation
Liechtenstein
$642K +$223K +2,128 +46%
ACM
1762
Argent Capital Management
Missouri
$642K – – –
Allstate Corporation
1763
Allstate Corporation
Illinois
$642K – – –
AMCA
1764
Arthur M. Cohen & Associates
Illinois
$641K – – –
DWM
1765
Drive Wealth Management
Utah
$640K -$31.7K -302 -4%
SWM
1766
Stockman Wealth Management
Montana
$639K -$18.3K -174 -3%
CWA
1767
Consilium Wealth Advisory
Texas
$637K +$22K +209 +3%
AIA
1768
Alera Investment Advisors
Illinois
$635K +$193K +1,841 +39%
PWMAG
1769
Pinnacle Wealth Management Advisory Group
New Jersey
$635K -$253K -2,411 -27%
1IA
1770
1620 Investment Advisors
Massachusetts
$635K +$5.46K +52 +0.8%
PCMC
1771
Paragon Capital Management (Colorado)
Colorado
$634K -$20.8K -198 -3%
SA
1772
SRN Advisors
Pennsylvania
$633K -$68.9K -656 -9%
RDWM
1773
Red Door Wealth Management
Tennessee
$633K -$28.5K -271 -4%
SFM
1774
Signet Financial Management
New Jersey
$632K -$111K -1,059 -14%
SteelPeak Wealth
1775
SteelPeak Wealth
California
$630K +$466K +4,433 +214%