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Name Holding Trade Value Shares
Change
Change in
Stake
RG
1251
Retirement Group
California
$935K +$796K +2,147 New
SCP
1252
Shorepoint Capital Partners
Massachusetts
$926K -$107K -290 -12%
WIS
1253
Wright Investors Service
Connecticut
$925K -$462K -1,247 -37%
TIM
1254
Thompson Investment Management
Wisconsin
$923K
LCM
1255
Legato Capital Management
California
$921K +$784K +2,116 New
KF
1256
Krilogy Financial
Missouri
$919K -$3.52M -9,505 -82%
SS
1257
Sunbelt Securities
Texas
$916K -$3.2M -8,632 -81%
MS
1258
Madden Securities
Texas
$915K +$779K +2,103 New
CCM
1259
Community Capital Management
Florida
$908K
RWA
1260
Ropes Wealth Advisors
Massachusetts
$908K +$1.48K +4 +0.2%
PA
1261
Paragon Advisors
Texas
$906K +$108K +291 +16%
ACM
1262
Advisors Capital Management
New Jersey
$904K -$120K -323 -13%
CCA
1263
Column Capital Advisors
Indiana
$901K -$12.6K -34 -2%
PK
1264
Pflug Koory
Nebraska
$900K
ACM
1265
Azimuth Capital Management
Michigan
$896K
FHA
1266
First Horizon Advisors
Tennessee
$895K -$90.8K -245 -11%
RIM
1267
Regent Investment Management
Kentucky
$895K -$14.8K -40 -2%
Members Trust
1268
Members Trust
Florida
$887K +$755K +2,037 New
CAAS
1269
Capital Asset Advisory Services
Michigan
$884K +$32.6K +88 +5%
GP
1270
Greenline Partners
New York
$884K +$753K +2,033 New
BAM
1271
Brave Asset Management
New Jersey
$883K
BAM
1272
Belpointe Asset Management
Nevada
$881K +$97.5K +263 +15%
IWC
1273
Integrated Wealth Concepts
Massachusetts
$881K +$129K +348 +21%
BCA
1274
Bray Capital Advisors
Florida
$876K
MWM
1275
Mission Wealth Management
California
$874K +$124K +335 +20%