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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1226
MONECO Advisors
Connecticut
$532K +$2.75K +10 +0.5%
CCB
1227
Country Club Bank
Missouri
$531K -$20.6K -75 -4%
SS
1228
Sunbelt Securities
Texas
$530K +$254K +923 +97%
HIA
1229
Harbor Investment Advisory
Maryland
$529K -$58.6K -213 -10%
FWP
1230
Firethorn Wealth Partners
Georgia
$528K +$24.5K +89 +5%
CG
1231
Curat Global
New Hampshire
$526K
BFO
1232
Boston Family Office
Massachusetts
$526K +$11K +40 +2%
BWP
1233
BSW Wealth Partners
Colorado
$526K -$550 -2 -0.1%
HC
1234
Hara Capital
Washington
$526K
ABC
1235
Associated Banc-Corp
Wisconsin
$523K +$39.4K +143 +8%
VPF
1236
Vantage Point Financial
Illinois
$521K -$8.81K -32 -2%
CT
1237
Clearstead Trust
Maine
$521K +$275 +1 +0.1%
CGL
1238
Clarius Group LLC
Washington
$518K -$313K -1,139 -38%
PWPS
1239
Pinnacle Wealth Planning Services
Ohio
$516K +$11.3K +41 +2%
TFP
1240
Tilia Fiduciary Partners
North Carolina
$514K -$165K -598 -25%
OHIS
1241
Oak Harvest Investment Services
Texas
$513K
ICP
1242
Interchange Capital Partners
Pennsylvania
$512K +$68.5K +249 +16%
MWM
1243
Modera Wealth Management
New Jersey
$508K +$1.38K +5 +0.3%
AA
1244
Advisory Alpha
Michigan
$508K +$61.4K +223 +14%
GWP
1245
Gen-Wealth Partners
Michigan
$508K -$27.2K -99 -5%
Bank Julius Baer & Co
1246
Bank Julius Baer & Co
Switzerland
$508K +$65.5K +238 +15%
PPG
1247
Peak Planning Group
Colorado
$507K -$12.1K -44 -2%
GF
1248
Gries Financial
Ohio
$506K +$36.3K +132 +8%
MWM
1249
Moran Wealth Management
Florida
$505K +$492K +1,788 New
HCM
1250
HMS Capital Management
Tennessee
$504K -$163K -591 -25%