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Name Holding Trade Value Shares
Change
Change in
Stake
DEM
1226
Disciplined Equity Management
Florida
$712K -$8.31K -40 -1%
PPP
1227
Private Portfolio Partners
New Jersey
$711K +$6.23K +30 +0.9%
FFP
1228
FourThought Financial Partners
Florida
$711K +$831 +4 +0.1%
SAG
1229
SageView Advisory Group
California
$710K +$237K +1,139 +51%
SOAMC
1230
Spirit of America Management Corp
New York
$708K
GAA
1231
Global Assets Advisory
Florida
$708K
JFG
1232
Jefferies Financial Group
New York
$706K -$2.8M -13,485 -80%
UBG
1233
United Bank (Georgia)
Georgia
$706K -$130K -624 -16%
PFGIA
1234
Patriot Financial Group Insurance Agency
Massachusetts
$705K +$94.3K +454 +16%
RP
1235
Rowlandmiller & Partners
Georgia
$704K +$30.3K +146 +5%
KMWM
1236
Keudell/Morrison Wealth Management
Oregon
$704K
Members Trust
1237
Members Trust
Florida
$703K +$692K +3,331 New
MYLI
1238
Meiji Yasuda Life Insurance
Japan
$698K -$16.8K -81 -2%
CCM
1239
Conway Capital Management
California
$697K -$156K -750 -19%
ACM
1240
Allred Capital Management
Texas
$695K -$17.4K -84 -2%
IWP
1241
Icon Wealth Partners
Texas
$695K +$41.1K +198 +6%
AAM
1242
Aureus Asset Management
Massachusetts
$693K
KFA
1243
Kelleher Financial Advisors
New York
$691K +$208 +1 +0%
SWS
1244
SYSTM Wealth Solutions
Illinois
$690K +$51.9K +250 +8%
BBNB
1245
Baker Boyer National Bank
Washington
$688K -$60.9K -293 -8%
MWM
1246
Moran Wealth Management
Florida
$688K +$473K +2,279 +233%
VA
1247
Valmark Advisers
Ohio
$687K +$46.3K +223 +7%
RCA
1248
Resonant Capital Advisors
Wisconsin
$686K +$4.57K +22 +0.7%
LAM
1249
LifePro Asset Management
California
$685K +$37.2K +179 +6%
CG
1250
Clarus Group
Texas
$685K