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Name Holding Trade Value Shares
Change
Change in
Stake
CI
2451
Corient IA
Florida
$327K
LCM
2452
LCM Capital Management
Illinois
$326K
RFA
2453
Reyes Financial Architecture
California
$326K +$10.8K +34 +4%
EWS
2454
Evergreen Wealth Solutions
Pennsylvania
$325K +$57.4K +181 +22%
SPAS
2455
Spectrum Planning & Advisory Services
California
$324K +$1.9K +6 +0.6%
PPH
2456
Pure Portfolios Holdings
Oregon
$324K -$4.12K -13 -1%
KC
2457
Karras Company
Utah
$324K +$314K +989 New
BAM
2458
Byrne Asset Management
New Jersey
$323K -$2.85K -9 -0.9%
FF
2459
Foronjy Financial
California
$323K
ASC
2460
Atalanta Sosnoff Capital
New York
$322K -$8.56K -27 -3%
WIM
2461
Warwick Investment Management
Texas
$322K +$25.7K +81 +9%
DAM
2462
Delta Asset Management
Tennessee
$322K
AEPWM
2463
Atlantic Edge Private Wealth Management
Florida
$321K
CWG
2464
Crown Wealth Group
North Carolina
$321K +$22.5K +71 +8%
TFA
2465
Teamwork Financial Advisors
Texas
$321K -$60.3K -190 -16%
SFG
2466
Shum Financial Group
California
$320K -$6.03K -19 -2%
JSL
2467
JT Stratford LLC
Georgia
$320K -$13.6K -43 -4%
AWM
2468
Abound Wealth Management
Tennessee
$320K -$11.1K -35 -3%
TI
2469
TrueMark Investments
Illinois
$318K +$309K +973 New
HCA
2470
Harbour Capital Advisors
Virginia
$318K
AHL
2471
Abel Hall LLC
Louisiana
$318K +$58.4K +184 +23%
SWM
2472
Steinberganna Wealth Management
New York
$318K -$20.6K -65 -6%
HBT
2473
Hills Bank & Trust
Iowa
$317K +$94.5K +298 +44%
MNBTD
2474
Moody National Bank Trust Division
Texas
$317K +$14.9K +47 +5%
TCP
2475
TMB Capital Partners
Arkansas
$316K +$306K +965 New