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Name Holding Trade Value Shares
Change
Change in
Stake
DAC
801
Dividend Assets Capital
South Carolina
$748K -$11.1K -100 -1%
PWP
802
Phillips Wealth Planners
Mississippi
$744K – – –
Sagespring Wealth Partners
803
Sagespring Wealth Partners
Tennessee
$743K -$35.6K -321 -5%
Grimes & Company
804
Grimes & Company
Massachusetts
$743K +$3.33K +30 +0.4%
Ashton Thomas Private Wealth
805
Ashton Thomas Private Wealth
Arizona
$741K +$37.1K +335 +5%
TCBWMS
806
Texas Capital Bank Wealth Management Services
Texas
$740K +$4.43K +40 +0.6%
EW
807
Evoke Wealth
California
$739K -$319K -2,882 -30%
TBT
808
Texas Bank & Trust
Texas
$736K -$103K -927 -12%
Robertson Stephens Wealth Management
809
Robertson Stephens Wealth Management
California
$733K -$2.88K -26 -0.4%
FMI
810
Frec Markets Inc
California
$726K +$428K +3,862 +140%
PFS
811
Physicians Financial Services
North Carolina
$723K – – –
SAM
812
Secure Asset Management
Michigan
$723K +$527K +4,753 +259%
BSA
813
Bull Street Advisors
Georgia
$717K – – –
NFS
814
NewCorp Financial Services
Georgia
$716K +$665 +6 +0.1%
PAMG
815
Patton Albertson Miller Group
Tennessee
$715K -$14.7K -133 -2%
WBWA
816
William B. Walkup & Associates
South Carolina
$714K -$5.99K -54 -0.8%
HIA
817
Harbor Investment Advisory
Maryland
$704K – – –
Avidian Wealth Enterprises
818
Avidian Wealth Enterprises
Texas
$703K +$665 +6 +0.1%
EWA
819
Etesian Wealth Advisors
Oregon
$703K -$27.2K -245 -4%
BCA
820
Bay Colony Advisors
Massachusetts
$699K +$6.76K +61 +1%
PB
821
Pinnacle Bancorp
Nebraska
$696K – – –
SIA
822
Strategic Investment Advisors
Michigan
$695K +$702K +6,333 New
SRC
823
Shufro Rose & Co
New York
$693K – – –
PAW
824
Plan A Wealth
Nebraska
$693K +$554 +5 +0.1%
CBT
825
Crews Bank & Trust
Florida
$692K – – –