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Name Holding Trade Value Shares
Change
Change in
Stake
HBCM
1301
Heron Bay Capital Management
Michigan
$427K
AA
1302
Advisory Alpha
Michigan
$426K -$8.23K -29 -2%
AWE
1303
Avidian Wealth Enterprises
Texas
$426K +$6.53K +23 +2%
CC
1304
Callan Capital
California
$426K +$55.7K +196 +15%
WEG
1305
World Equity Group
Illinois
$426K +$437K +1,540 New
SIM
1306
Sentry Investment Management
Wisconsin
$422K -$70.7K -249 -14%
GF
1307
Gries Financial
Ohio
$422K +$115K +405 +36%
AF
1308
Alerus Financial
North Dakota
$421K -$50.5K -178 -10%
PAM
1309
Palisade Asset Management
Minnesota
$421K +$148K +520 +52%
RGC
1310
Roberts, Glore & Co
Illinois
$420K
RWM
1311
RBA Wealth Management
California
$419K
4WM
1312
44 Wealth Management
Oregon
$417K -$20.2K -71 -4%
SAM
1313
Steinberg Asset Management
New York
$416K
PFWA
1314
Paces Ferry Wealth Advisors
Georgia
$415K -$9.65K -34 -2%
FI
1315
Fosun International
China
$412K
Empower Advisory Group
1316
Empower Advisory Group
Colorado
$411K +$63.6K +224 +18%
CWA
1317
Clearview Wealth Advisors
Oregon
$411K -$4.26K -15 -1%
SAM
1318
Sawgrass Asset Management
Florida
$411K -$19.6K -69 -4%
VC
1319
Vicus Capital
Pennsylvania
$409K +$5.96K +21 +1%
SAM
1320
Sompo Asset Management
Japan
$409K
AP
1321
Americana Partners
Texas
$406K -$1.14K -4 -0.3%
FFA
1322
Florida Financial Advisors
Florida
$403K +$1.14K +4 +0.3%
LAM
1323
L2 Asset Management
Massachusetts
$401K -$44.3K -156 -10%
TA
1324
Tectonic Advisors
Texas
$400K +$1.42K +5 +0.3%
ST
1325
Smithfield Trust
Pennsylvania
$400K