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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
801
Blue Trust Inc
Georgia
$110K -$10.1K -53 -9%
EGM
802
Encore Global Management
Texas
$108K – – –
CAL
803
Capital Analysts LLC
Pennsylvania
$108K – – –
CG
804
Curat Global
New Hampshire
$107K – – –
WETS
805
Wealth Enhancement Trust Services
South Dakota
$101K +$16.8K +88 +23%
PK
806
Pflug Koory
Nebraska
$100K – – –
PAM
807
Paradigm Asset Management
New York
$98.3K – – –
LC
808
Lavaca Capital
Texas
$96.6K – – –
AAG
809
Armstrong Advisory Group
Massachusetts
$95.7K +$84.7K +443 New
FHC
810
First Horizon Corporation
Tennessee
$94.6K +$49.2K +257 +142%
RFS
811
Richardson Financial Services
Massachusetts
$94.4K – – –
JFA
812
JNBA Financial Advisors
Minnesota
$91.2K -$33.3K -174 -29%
KFI
813
Key Financial Inc
Pennsylvania
$87.7K – – –
OL
814
OneFund LLC
Florida
$87.1K – – –
TCOV
815
Trust Company of Vermont
Vermont
$84K +$74.4K +389 New
GWS
816
Greykasell Wealth Strategies
California
$83.2K – – –
CT
817
Caldwell Trust
Florida
$82.8K – – –
MA
818
MCF Advisors
Kentucky
$82.3K +$6.7K +35 +10%
TWD
819
True Wealth Design
Ohio
$78.9K +$11.5K +60 +20%
ZBNA
820
Zions Bancorporation, National Association
Utah
$78K +$2.87K +15 +4%
CSPIA
821
Cary Street Partners Investment Advisory
Virginia
$76.3K +$13.2K +69 +24%
PWMG
822
Prestige Wealth Management Group
New Jersey
$75.6K +$765 +4 +1%
OWP
823
ORG Wealth Partners
Texas
$75.4K – – –
IUHSA
824
Itau Unibanco Holding S.A.
Brazil
$75.2K -$191 -1 -0.3%
BG
825
Bellevue Group
Switzerland
$73K -$634K -3,315 -91%