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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1251
BDFS Capital
Delaware
$608K +$593K +568 New
I
1252
INVST
Indiana
$607K +$4.17K +4 +0.7%
MNBTD
1253
Moody National Bank Trust Division
Texas
$606K +$82.4K +79 +16%
VR
1254
Vision Retirement
New Jersey
$604K +$589K +565 New
OWG
1255
Oxford Wealth Group
Florida
$599K +$584K +560 New
WFG
1256
Wills Financial Group
Virginia
$596K -$17.7K -17 -3%
DWM
1257
DecisionMap Wealth Management
Virginia
$590K -$158K -151 -21%
SFG
1258
Sovereign Financial Group
Connecticut
$590K -$16.7K -16 -3%
CWM
1259
Centric Wealth Management
Illinois
$590K +$62.6K +60 +17%
WA
1260
WP Advisors
California
$588K -$70.9K -68 -11%
PW
1261
PUREfi Wealth
Massachusetts
$586K +$572K +548 New
SM
1262
STF Management
Texas
$585K -$870K -834 -60%
LSPW
1263
Lake Street Private Wealth
Illinois
$579K -$38.6K -37 -6%
Allianz Asset Management
1264
Allianz Asset Management
Germany
$577K +$562K +539 New
SWA
1265
SFMG Wealth Advisors
Texas
$576K +$17.7K +17 +3%
HCA
1266
Heck Capital Advisors
Wisconsin
$572K +$72K +69 +15%
BPCE
1267
Bank Pictet & Cie (Europe)
Germany
$572K -$7.3K -7 -1%
CTC
1268
Cetera Trust Company
Minnesota
$572K
NP
1269
Nilsine Partners
Colorado
$572K +$33.4K +32 +6%
LNB
1270
Ledyard National Bank
$571K +$290K +278 +109%
LG
1271
Leuthold Group
Minnesota
$569K +$6.26K +6 +1%
CWA
1272
CM Wealth Advisors
Ohio
$569K +$555K +532 New
SG
1273
StoneX Group
New York
$568K +$3.13K +3 +0.6%
NP
1274
NorthRock Partners
Minnesota
$567K -$153K -147 -22%
FH
1275
FWG Holdings
Florida
$567K +$415K +398 New