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Name Holding Trade Value Shares
Change
Change in
Stake
WA
776
Wealth Alliance
New York
$320K -$56K -280 -15%
CPC
777
Consolidated Planning Corp
Georgia
$320K -$7.6K -38 -2%
OL
778
Optas LLC
Texas
$317K +$7K +35 +2%
FAFN
779
First Affirmative Financial Network
Colorado
$317K +$101K +503 +48%
T
780
TCWP
Ohio
$316K +$309K +1,543 New
KWA
781
Kingswood Wealth Advisors
California
$315K +$308K +1,541 New
Federated Hermes
782
Federated Hermes
Pennsylvania
$315K -$6.8K -34 -2%
HH
783
Hilltop Holdings
Texas
$314K +$10.8K +54 +4%
PWPS
784
Pinnacle Wealth Planning Services
Ohio
$313K -$28.8K -144 -9%
I
785
InceptionR
California
$313K -$410K -2,050 -57%
KMWM
786
Keudell/Morrison Wealth Management
Oregon
$313K -$15.6K -78 -5%
MSFS
787
Main Street Financial Solutions
Pennsylvania
$311K -$5.8K -29 -2%
CP
788
Castleview Partners
Texas
$310K -$108K -540 -26%
Kayne Anderson Rudnick Investment Management
789
Kayne Anderson Rudnick Investment Management
California
$310K +$1.8K +9 +0.6%
DWM
790
Defined Wealth Management
Oregon
$309K +$200 +1 +0.1%
QPWM
791
Quadrant Private Wealth Management
Pennsylvania
$308K – – –
WMC
792
Westwood Management Corporation
Illinois
$307K – – –
CFG
793
Carr Financial Group
Massachusetts
$307K – – –
AC
794
AXQ Capital
New Jersey
$307K +$60K +300 +25%
PAM
795
Paradigm Asset Management
New York
$307K +$300K +1,500 New
CRC
796
Curi RMB Capital
Illinois
$305K +$86K +430 +41%
CS
797
Comerica Securities
Michigan
$304K -$66.2K -331 -18%
JHP
798
James Hambro & Partners
United Kingdom
$303K -$11K -55 -4%
CI
799
CX Institutional
Indiana
$302K +$296K +1,478 New
FFA
800
First Foundation Advisors
California
$300K +$15.4K +77 +6%