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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
576
Founders Financial Alliance
North Carolina
$517K -$141K -3,603 -25%
BCM
577
Brookstone Capital Management
Illinois
$515K +$60.4K +1,541 +16%
SGI
578
Summit Global Investments
Utah
$515K -$3.49K -89 -0.8%
LWCFA
579
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$512K
Kovitz Investment Group Partners
580
Kovitz Investment Group Partners
Illinois
$512K +$14.7K +374 +4%
SL
581
Sentry LLC
Tennessee
$510K -$81.3K -2,076 -16%
SI
582
SCP Investment
California
$508K +$423K +10,800 New
PHS
583
Pekin Hardy Strauss
Illinois
$503K
AG
584
AlTi Global
New York
$498K -$86K -2,194 -17%
ALA
585
Atlas Legacy Advisors
California
$497K -$2K -51 -0.5%
KFAS
586
Keating Financial Advisory Services
Kansas
$495K -$9.91K -253 -2%
AAG
587
Asset Advisory Group
New Jersey
$493K
UWP
588
Uniting Wealth Partners
Kansas
$493K -$13.5K -344 -3%
FFC
589
First Financial Corp
Indiana
$492K
IIC
590
Integrated Investment Consultants
Michigan
$491K
SJL
591
Shayne & Jacobs LLC
Tennessee
$491K
SRC
592
Sage Rhino Capital
California
$490K +$9.09K +232 +2%
ZBNA
593
Zions Bancorporation, National Association
Utah
$488K -$100K -2,560 -20%
LFAS
594
Level Four Advisory Services
Texas
$487K +$77.1K +1,969 +23%
HSA
595
HBK Sorce Advisory
Pennsylvania
$481K +$59.2K +1,510 +16%
BTIM
596
BancFirst Trust & Investment Management
Oklahoma
$480K
FCP
597
Fidelis Capital Partners
Florida
$475K +$39 +1 +0%
WANY
598
Wealthspire Advisors (New York)
New York
$474K -$100K -2,561 -20%
Lazard Asset Management
599
Lazard Asset Management
New York
$473K -$21.4K -546 -5%
ATIA
600
American Trust Investment Advisors
New Hampshire
$472K -$59.4K -1,515 -13%