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Name Holding Trade Value Shares
Change
Change in
Stake
CA
951
Clearstead Advisors
Ohio
$743K +$353K +492 +113%
HBT
952
Hills Bank & Trust
Iowa
$743K +$93.3K +130 +16%
WIM
953
Westside Investment Management
California
$742K +$148K +206 +29%
PWS
954
Precision Wealth Strategies
Missouri
$740K +$662K +923 New
ICP
955
Interchange Capital Partners
Pennsylvania
$739K +$248K +346 +60%
BCA
956
Bay Colony Advisors
Massachusetts
$739K +$66.7K +93 +11%
BAM
957
Belpointe Asset Management
Nevada
$737K +$89.7K +125 +16%
CFG
958
Cooper Financial Group
California
$735K -$492K -685 -43%
TGCMU
959
Titan Global Capital Management USA
New York
$733K -$30.9K -43 -4%
MCM
960
Mattern Capital Management
Colorado
$732K +$109K +152 +20%
FPF
961
First Pacific Financial
Washington
$727K -$53.8K -75 -8%
DG
962
DMC Group
Alabama
$727K -$8.61K -12 -1%
BCM
963
Bourgeon Capital Management
Connecticut
$725K -$2.41M -3,360 -79%
TCM
964
Tandem Capital Management
New Jersey
$725K
PCM
965
Prelude Capital Management
New York
$721K +$126K +176 +24%
ST
966
Smithfield Trust
Pennsylvania
$713K -$17.2K -24 -3%
T
967
Transce3nd
Texas
$713K -$1.44K -2 -0.2%
OL
968
Optas LLC
Texas
$708K +$42.3K +59 +7%
WAS
969
Winch Advisory Services
Wisconsin
$705K +$718 +1 +0.1%
II
970
Impact Investors
California
$702K +$80.4K +112 +15%
GFP
971
Gryphon Financial Partners
Ohio
$700K +$627K +874 New
PFA
972
Pure Financial Advisors
California
$699K +$96.9K +135 +18%
SAM
973
Stansberry Asset Management
Texas
$696K -$5.88M -8,192 -90%
Luther King Capital Management (LKCM)
974
Luther King Capital Management (LKCM)
Texas
$696K -$20.1K -28 -3%
IAN
975
Integrated Advisors Network
Texas
$688K -$30.1K -42 -5%