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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1226
Bogart Wealth LLC
Virginia
$579K +$23.1K +123 +5%
HCM
1227
Highlander Capital Management
New Jersey
$567K -$75.1K -400 -13%
FFG
1228
Fortem Financial Group
California
$566K -$49K -261 -9%
KFGK
1229
Keystone Financial Group (Kentucky)
Kentucky
$564K -$28.1K -150 -5%
NG
1230
Northstar Group
New York
$557K -$5.63K -30 -1%
FA
1231
Faithward Advisors
Pennsylvania
$555K -$147K -786 -23%
Chevy Chase Trust
1232
Chevy Chase Trust
Maryland
$555K -$27.4K -146 -5%
SWA
1233
Stratos Wealth Advisors
Ohio
$555K -$22.3K -119 -4%
CAMG
1234
CWA Asset Management Group
Florida
$554K -$107K -569 -18%
OPA
1235
Old Port Advisors
Maine
$554K +$15.8K +84 +3%
GTAM
1236
Global Trust Asset Management
Florida
$551K +$394K +2,100 +420%
TFS
1237
TrustCore Financial Services
Tennessee
$548K -$938 -5 -0.2%
NFG
1238
Nations Financial Group
Iowa
$544K -$53.1K -283 -10%
SAM
1239
Strategy Asset Managers
California
$543K +$51.6K +275 +12%
BWM
1240
BigSur Wealth Management
Florida
$542K
CFA
1241
Carroll Financial Associates
North Carolina
$542K +$54.6K +291 +13%
GFP
1242
Gryphon Financial Partners
Ohio
$539K
WANY
1243
Wealthspire Advisors (New York)
New York
$538K +$249K +1,327 +110%
IAP
1244
Indie Asset Partners
Indiana
$533K +$472K +2,514 New
MS
1245
Mizuho Securities
Japan
$530K -$15K -80 -3%
EGA
1246
E&G Advisors
Texas
$530K +$6.19K +33 +1%
BW
1247
Bison Wealth
Georgia
$528K +$116K +617 +33%
EPA
1248
Element Pointe Advisors
Florida
$521K +$461K +2,458 New
SMC
1249
Smith, Moore & Co
Missouri
$520K -$1.31K -7 -0.3%
LCM
1250
Landscape Capital Management
New Jersey
$519K -$753K -4,011 -62%