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Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
676
San Francisco Sentry Investment Group
California
$28K
NFG
677
Next Financial Group
Texas
$27K -$154K -133 -85%
PFBT
678
Parkside Financial Bank & Trust
Missouri
$27K
LAS
679
Lloyd Advisory Services
Georgia
$26K -$2.32K -2 -8%
JGIA
680
Jackson Grant Investment Advisers
Connecticut
$26K
PFO
681
Pathstone Family Office
New Jersey
$25K +$24.3K +21 New
AWM
682
Avondale Wealth Management
Texas
$24K
LB
683
Legacy Bridge
Iowa
$24K
TFIPS
684
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.7K +$23.2K +20 New
CIA
685
CSat Investment Advisory
Michigan
$23K -$127K -110 -85%
SSB
686
Sandy Spring Bank
Maryland
$23K
TWA
687
TCI Wealth Advisors
Arizona
$23K
LWM
688
Liberty Wealth Management
California
$22K -$27.8K -24 -56%
FHC
689
First Horizon Corporation
Tennessee
$22K -$1.16K -1 -5%
SWA
690
Sutton Wealth Advisors
Florida
$21.3K
IFAM
691
Institutional & Family Asset Management
Colorado
$20K
ADIM
692
Alpha DNA Investment Management
Maryland
$20K +$19.7K +17 New
TFS
693
TrustCore Financial Services
Tennessee
$19K
LWCFA
694
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$2.32K +2 +14%
CCA
695
Childress Capital Advisors
Texas
$19K +$18.5K +16 New
MLFP
696
MPS Loria Financial Planners
Illinois
$19K +$18.5K +16 New
HIA
697
Harbor Investment Advisory
Maryland
$18K +$11.6K +10 +200%
SC
698
SouthState Corp
Florida
$18K +$17.4K +15 New
EARNEST Partners
699
EARNEST Partners
Georgia
$17K
SLF
700
Sun Life Financial
Ontario, Canada
$17K