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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
751
Global Financial Private Client
Florida
$961K +$2.2K +20 +0.2%
KCAM
752
Kagan Cocozza Asset Management
New Jersey
$956K -$7.38K -67 -0.8%
NA
753
Nordwand Advisors
Pennsylvania
$951K
CM
754
Cornerstone Management
Georgia
$951K
WAM
755
Weiss Asset Management
Massachusetts
$946K +$945K +8,580 New
RCAG
756
Rehmann Capital Advisory Group
Michigan
$938K -$27.9K -253 -3%
JIC
757
Johnson Investment Counsel
Ohio
$937K -$44.8K -407 -5%
TFA
758
Transamerica Financial Advisors
Florida
$936K -$34.4K -312 -4%
FH
759
Financial Harvest
Florida
$927K -$92.3K -838 -9%
GS
760
GWN Securities
Florida
$927K +$5.07K +46 +0.6%
HP
761
Holistic Planning
Texas
$920K +$919K +8,345 New
BIG
762
Bush Investment Group
Georgia
$910K +$4.74K +43 +0.5%
PWM
763
Perigon Wealth Management
California
$908K +$38.3K +348 +4%
AIA
764
AssuredPartners Investment Advisors
Florida
$905K +$453K +4,116 +101%
HSA
765
HBK Sorce Advisory
Pennsylvania
$902K +$10.5K +95 +1%
HBT
766
Hills Bank & Trust
Iowa
$900K -$7.38K -67 -0.8%
VT
767
Volterra Technologies
New York
$899K +$493K +4,478 +122%
NHC
768
Nicholas Hoffman & Company
Georgia
$896K +$330 +3 +0%
KP
769
Keel Point
Alabama
$894K -$35.3K -320 -4%
JWM
770
Jacksonville Wealth Management
Florida
$893K
SC
771
SouthState Corp
Florida
$888K -$32.3K -293 -4%
RTC
772
Real Talk Capital
Tennessee
$886K -$4.19K -38 -0.5%
RPC
773
Rossmore Private Capital
Connecticut
$882K
TCM
774
Tran Capital Management
California
$882K
RF
775
Roxbury Financial
New Jersey
$881K +$661 +6 +0.1%