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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1776
Grassi Investment Management
California
$562K
NC
1777
NinePointTwo Capital
California
$559K +$309K +495 +101%
CFA
1778
Cahill Financial Advisors
Minnesota
$558K
RWI
1779
Red Wave Investments
Pennsylvania
$557K -$18.8K -30 -3%
CCA
1780
Column Capital Advisors
Indiana
$557K -$8.13K -13 -1%
EFA
1781
Evernest Financial Advisors
Indiana
$553K +$551K +881 New
GCM
1782
Gables Capital Management
Florida
$552K
ACA
1783
Affinity Capital Advisors
California
$552K +$10K +16 +2%
AIC
1784
Archer Investment Corporation
Indiana
$552K -$45.6K -73 -7%
MC
1785
Merlin Capital
Rhode Island
$548K +$604K +966 New
EWA
1786
EverSource Wealth Advisors
Alabama
$548K +$604K +967 New
F4L
1787
Fortune 45 LLC
Louisiana
$548K +$605K +968 New
CAGAS
1788
Capital Advisory Group Advisory Services
Minnesota
$547K +$14.4K +23 +2%
OFS
1789
OneAscent Financial Services
Alabama
$547K +$603K +965 New
HIP
1790
HUB Investment Partners
Texas
$546K -$119K -190 -16%
PCM
1791
Prana Capital Management
Connecticut
$546K +$602K +963 New
PM
1792
Phraction Management
Connecticut
$544K +$600K +960 New
CAC
1793
Certified Advisory Corp
Florida
$542K +$25K +40 +4%
DCM
1794
DGS Capital Management
New Jersey
$542K +$597K +955 New
MCWA
1795
Meadow Creek Wealth Advisors
Georgia
$542K +$597K +955 New
LAS
1796
LWM Advisory Services
Florida
$541K +$596K +954 New
SB
1797
Sunflower Bank
Texas
$539K +$51.9K +83 +10%
SWA
1798
SFMG Wealth Advisors
Texas
$538K +$625 +1 +0.1%
GTAM
1799
Global Trust Asset Management
Florida
$537K +$120K +192 +25%
PP
1800
PDS Planning
Ohio
$536K -$78.8K -126 -12%