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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
876
Sowell Financial Services
Arkansas
$359K +$20.6K +59 +6%
JWA
877
JFS Wealth Advisors
Pennsylvania
$348K +$9.78K +28 +3%
CP
878
Creekside Partners
California
$347K
ATC
879
Argent Trust Co
Tennessee
$343K -$29.7K -85 -8%
CPSAC
880
Chas P. Smith & Associates (CPS)
Florida
$341K -$349 -1 -0.1%
SMC
881
Smith, Moore & Co
Missouri
$340K -$1.05K -3 -0.3%
CWG
882
Cornerstone Wealth Group
North Carolina
$339K +$7.33K +21 +2%
AO
883
Advisor OS
Illinois
$330K +$6.98K +20 +2%
RPGK
884
Retirement Planning Group (Kansas)
Kansas
$330K +$16.1K +46 +5%
TPI
885
Trust Point Inc
Wisconsin
$330K +$17.5K +50 +6%
GWMR
886
GC Wealth Management RIA
Massachusetts
$329K -$611K -1,750 -65%
KP
887
Keel Point
Alabama
$328K +$10.1K +29 +3%
IB
888
Intrust Bank
Kansas
$327K +$2.79K +8 +0.9%
PFM
889
Potomac Fund Management
Florida
$327K +$67.7K +194 +27%
SAI
890
Savvy Advisors Inc
New York
$326K +$25.1K +72 +8%
NFW
891
Noble Family Wealth
Florida
$325K
PTB
892
Pioneer Trust Bank
Oregon
$324K
Federated Hermes
893
Federated Hermes
Pennsylvania
$324K -$9.08K -26 -3%
FMI
894
Frec Markets Inc
California
$323K +$319K +915 New
LW
895
Linscomb Wealth
Texas
$322K
CP
896
Castleview Partners
Texas
$321K -$14.7K -42 -4%
IWA
897
Inspirion Wealth Advisors
Illinois
$321K -$111K -318 -26%
TAM
898
Todd Asset Management
Kentucky
$320K
BIM
899
Baldwin Investment Management
Pennsylvania
$318K
WIA
900
Westbourne Investment Advisors
Maryland
$318K