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Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
1251
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$794K
FHC
1252
First Heartland Consultants
Missouri
$792K -$19.4K -85 -2%
AMG
1253
APS Management Group
California
$789K -$14.8K -65 -2%
FMN
1254
Financial Management Network
California
$787K -$62.2K -273 -7%
FCMT
1255
Founders Capital Management (Texas)
Texas
$786K
FWA
1256
Fulcrum Wealth Advisors
Washington
$785K -$5.69K -25 -0.6%
PBC
1257
Pavion Blue Capital
California
$783K +$7.06K +31 +0.8%
VGDSS
1258
VUB Generali dochodkova spravcovska spolocnost
$777K
VNA
1259
Valley National Advisers
Pennsylvania
$776K -$147K -647 -14%
NCM
1260
NCM Capital Management
New Jersey
$773K -$5.69K -25 -0.6%
PWPS
1261
Pinnacle Wealth Planning Services
Ohio
$772K -$111K -488 -11%
WCM
1262
Weik Capital Management
Pennsylvania
$770K
LF
1263
Lantz Financial
Illinois
$769K +$37.3K +164 +4%
TCM
1264
Thoma Capital Management
Maryland
$769K +$78.6K +345 +10%
BHBT
1265
Burke & Herbert Bank & Trust
Virginia
$768K
DIG
1266
DeepCurrents Investment Group
New York
$768K -$81.5K -358 -8%
ZI
1267
ZEGA Investments
Florida
$766K
CF
1268
Clarity Financial
Texas
$764K +$3.64K +16 +0.4%
DWM
1269
Destination Wealth Management
California
$762K +$83.8K +368 +11%
FWM
1270
Focused Wealth Management
New York
$761K +$871K +3,826 New
CMTU
1271
Capital Markets Trading (UK)
United Kingdom
$761K -$1.18M -5,168 -57%
TCA
1272
Transcend Capital Advisors
New Jersey
$761K +$146K +641 +20%
CSC
1273
Caldwell Sutter Capital
California
$759K +$683 +3 +0.1%
RIA
1274
Regal Investment Advisors
Michigan
$757K -$36.4K -160 -4%
GCIA
1275
Gabelli & Co Investment Advisers
New York
$756K