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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
851
Shufro Rose & Co
New York
$697K -$165K -1,500 -19%
PAW
852
Plan A Wealth
Nebraska
$696K +$16.1K +146 +2%
CBT
853
Crews Bank & Trust
Florida
$696K -$33K -300 -5%
BCA
854
Bay Colony Advisors
Massachusetts
$696K +$3.42K +31 +0.5%
FPAS
855
Focus Partners Advisor Solutions
Missouri
$695K +$325K +2,952 +88%
WIA
856
World Investment Advisors
California
$694K +$260K +2,357 +60%
CAM
857
Carret Asset Management
New York
$691K -$6.39K -58 -0.9%
SFO
858
Stokes Family Office
Louisiana
$688K +$220K +2,001 +47%
MAA
859
Matrix Asset Advisors
New York
$688K +$771 +7 +0.1%
GGI
860
Godsey & Gibb Inc
Virginia
$686K
CSI
861
Cross Staff Investments
New York
$684K
RMC
862
Resources Management Corp
Connecticut
$677K -$22K -200 -3%
JPWM
863
Jamison Private Wealth Management
Georgia
$676K +$441 +4 +0.1%
SAI
864
Savvy Advisors Inc
New York
$674K +$29.1K +264 +5%
ABWM
865
Alpine Bank Wealth Management
Colorado
$673K
SFSG
866
Sound Financial Strategies Group
Mississippi
$671K -$73.8K -670 -10%
BPFA
867
Barnes Pettey Financial Advisors
Mississippi
$669K
NSB
868
Norway Savings Bank
Maine
$667K +$5.4K +49 +0.8%
CAMG
869
CWA Asset Management Group
Florida
$666K -$151K -1,368 -18%
GSCM
870
Greenfield Seitz Capital Management
Texas
$662K
CFB
871
Cullen/Frost Bankers
Texas
$661K -$7.27K -66 -1%
HAM
872
Harmony Asset Management
Arizona
$658K -$11K -100 -2%
AC
873
Avestar Capital
New York
$656K +$40.2K +365 +7%
RAM
874
Redmond Asset Management
Virginia
$654K -$44.1K -400 -6%
PWM
875
Pursuit Wealth Management
Florida
$653K +$653K +5,926 New