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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
501
Pin Oak Investment Advisors
Texas
$54K
MA
502
Montag & Associates
Georgia
$52.5K
BCWM
503
Bartlett & Co Wealth Management
Ohio
$47.9K
CTC
504
Central Trust Company
Missouri
$47.3K +$564 +6 +1%
KFI
505
Key Financial Inc
Pennsylvania
$46K
OA
506
Operose Advisors
Wisconsin
$43.9K
OC
507
Oakworth Capital
Alabama
$43.6K -$4.99K -53 -11%
DCP
508
DSM Capital Partners
Florida
$43.1K
LWANC
509
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.7K
SWM
510
Spire Wealth Management
Virginia
$42.4K
ITIM
511
Indiana Trust & Investment Management
Indiana
$41.4K
AGWCA
512
Annis Gardner Whiting Capital Advisors
Florida
$40.5K -$80.2K -853 -68%
NS
513
NBC Securities
Alabama
$39K -$5.55K -59 -13%
CAS
514
Coppell Advisory Solutions
Texas
$38.8K
EWP
515
Elevation Wealth Partners
California
$37K
RIL
516
Rothschild Investment LLC
Illinois
$36.7K -$1.32K -14 -4%
SC
517
SouthState Corp
Florida
$35.4K -$1.03K -11 -3%
GI
518
GAMMA Investing
California
$33.4K +$5.55K +59 +21%
GM
519
GeoWealth Management
Illinois
$33.3K +$31.3K +333 New
EB
520
Eastern Bank
Massachusetts
$33.2K +$31.2K +332 New
SOW
521
State of Wyoming
Wyoming
$33.2K +$31.2K +332 New
FMP
522
Financial Management Professionals
Texas
$31K +$4.14K +44 +17%
ACA
523
Atlas Capital Advisors
Wyoming
$30.8K -$90K -957 -76%
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K -$32.6K -347 -53%
AT
525
Avalon Trust
New Mexico
$30K