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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1276
Clearstead Trust
Maine
$570K -$5.56K -19 -1%
QWM
1277
QP Wealth Management
New Jersey
$570K +$534K +1,825 New
Bank Julius Baer & Co
1278
Bank Julius Baer & Co
Switzerland
$569K +$6.72K +23 +1%
MB
1279
MidFirst Bank
Oklahoma
$563K +$685K +2,341 New
NPT
1280
National Philanthropic Trust
Pennsylvania
$562K +$527K +1,801 New
AWA
1281
Argos Wealth Advisors
California
$561K +$526K +1,798 New
BIG
1282
Brookwood Investment Group
Arizona
$558K +$19.3K +66 +4%
HCM
1283
HMS Capital Management
Tennessee
$558K
AFP
1284
Ausdal Financial Partners
Iowa
$557K +$39.8K +136 +8%
IFG
1285
Independent Financial Group
California
$557K -$66.4K -227 -11%
OC
1286
Oakworth Capital
Alabama
$555K -$63.2K -216 -11%
TWA
1287
Tandem Wealth Advisors
Arizona
$553K +$78.1K +267 +18%
BPW
1288
Bingham Private Wealth
California
$552K +$517K +1,768 New
FCB
1289
First County Bank
Connecticut
$552K +$17.3K +59 +3%
HIP
1290
HUB Investment Partners
Texas
$548K +$181K +618 +54%
LAI
1291
Legal Advantage Investments
California
$546K
CCM
1292
Coerente Capital Management
Ontario, Canada
$546K +$512K +1,750 New
TCM
1293
Tributary Capital Management
Nebraska
$542K -$14.6K -50 -3%
RA
1294
Riversedge Advisors
Delaware
$540K +$200K +685 +66%
TFP
1295
Tilia Fiduciary Partners
North Carolina
$538K -$29.2K -100 -5%
FWP
1296
Flatrock Wealth Partners
California
$536K +$501K +1,712 New
AWE
1297
Avidian Wealth Enterprises
Texas
$534K -$9.06K -31 -2%
HIA
1298
Harbor Investment Advisory
Maryland
$532K -$50K -171 -9%
SFS
1299
Sowell Financial Services
Arkansas
$532K +$93.3K +319 +23%
RW
1300
Rede Wealth
Virginia
$532K +$498K +1,703 New