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Name Holding Trade Value Shares
Change
Change in
Stake
BFF
1726
Byrne Financial Freedom
Massachusetts
$495K – – –
FPCP
1727
Fort Point Capital Partners
California
$494K -$348K -971 -41%
BTD
1728
BankPlus Trust Department
Mississippi
$494K +$502K +1,400 New
KNW
1729
Kesler Norman & Wride
Utah
$489K -$1.08K -3 -0.3%
BCB
1730
Brian C. Broderick
$488K -$86.8K -242 -15%
ST
1731
Somerset Trust
Pennsylvania
$488K -$86.5K -241 -15%
JWA
1732
JFS Wealth Advisors
Pennsylvania
$488K +$133K +370 +37%
RCM
1733
Requisite Capital Management
Texas
$486K +$494K +1,378 New
NFP
1734
Narus Financial Partners
Utah
$484K +$65.3K +182 +15%
SSW
1735
Smith Shellnut Wilson
Mississippi
$483K – – –
Avior Wealth Management
1736
Avior Wealth Management
Nebraska
$482K -$202K -562 -29%
PWA
1737
Phoenix Wealth Advisors
North Carolina
$478K +$718 +2 +0.1%
LWM
1738
Liberty Wealth Management
California
$474K -$7.17K -20 -1%
MMC
1739
Mizuho Markets Cayman
Cayman Islands
$473K – – –
AIM
1740
Acropolis Investment Management
Missouri
$472K +$11.5K +32 +3%
PWPS
1741
Pinnacle Wealth Planning Services
Ohio
$472K -$144K -401 -23%
CWM
1742
Cornerstone Wealth Management
Missouri
$470K -$10.8K -30 -2%
WC
1743
Waterloo Capital
Texas
$470K -$31.9K -89 -6%
WRPWM
1744
Werba Rubin Papier Wealth Management
California
$470K +$26.5K +74 +6%
SB
1745
Sunflower Bank
Texas
$469K -$6.1K -17 -1%
OIS
1746
OneAscent Investment Solutions
Alabama
$469K +$180K +502 +61%
CWM
1747
Cordatus Wealth Management
Pennsylvania
$469K – – –
CH
1748
Cromwell Holdings
Wyoming
$469K – – –
AIM
1749
Alhambra Investment Management
Florida
$467K -$2.15K -6 -0.5%
QWM
1750
Quadcap Wealth Management
Texas
$466K -$57.4K -160 -11%