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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
926
Essex Financial Services
Connecticut
$555K -$38.3K -365 -7%
BAM
927
Belpointe Asset Management
Nevada
$553K +$315 +3 +0.1%
GWP
928
Gen-Wealth Partners
Michigan
$552K -$30.1K -287 -5%
HWMO
929
Heritage Wealth Management (Ohio)
Ohio
$550K
SS
930
Sunbelt Securities
Texas
$550K +$225K +2,139 +77%
ACM
931
Allred Capital Management
Texas
$549K +$6.51K +62 +1%
EWA
932
EverSource Wealth Advisors
Alabama
$543K +$12K +114 +2%
AP
933
Appleton Partners
Massachusetts
$543K
SPWG
934
Sage Private Wealth Group
Illinois
$540K +$31.1K +296 +7%
APP
935
Avantax Planning Partners
Iowa
$539K -$163K -1,549 -24%
CI
936
Cigna Investments
Connecticut
$537K -$16.5K -157 -3%
CWM
937
Chesapeake Wealth Management
Virginia
$536K -$6.83K -65 -1%
BCMLT
938
Beacon Capital Management LLC (Tennessee)
Tennessee
$534K +$8.72K +83 +2%
KAS
939
KPP Advisory Services
Kentucky
$531K
VFM
940
Vision Financial Markets
Connecticut
$531K -$26.3K -250 -5%
SIA
941
SeaBridge Investment Advisors
New Jersey
$531K
AA
942
Armis Advisers
Georgia
$531K +$1.68K +16 +0.3%
RWM
943
Revisor Wealth Management
Ohio
$526K -$54.7K -521 -10%
SYBT
944
Stock Yards Bank & Trust
Kentucky
$526K -$44.6K -425 -8%
FFP
945
FourThought Financial Partners
Florida
$521K +$420 +4 +0.1%
IB
946
Intrust Bank
Kansas
$518K
NW
947
NewEdge Wealth
Pennsylvania
$518K +$117K +1,115 +32%
CCA
948
Cobblestone Capital Advisors
New York
$512K +$3.89K +37 +0.8%
PWMAG
949
Pinnacle Wealth Management Advisory Group
New Jersey
$508K -$6.2K -59 -1%
CWP
950
Cyndeo Wealth Partners
Florida
$507K -$7.67K -73 -2%