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Name Holding Trade Value Shares
Change
Change in
Stake
CF
901
Centaurus Financial
California
$699K +$53.3K +177 +9%
SI
902
Seeds Investor
New York
$699K -$22.6K -75 -3%
BONH
903
Bank of New Hampshire
New Hampshire
$695K -$2.11K -7 -0.3%
WA
904
Wealth Alliance
New York
$693K +$43.1K +143 +7%
MWM
905
Mission Wealth Management
California
$691K +$9.64K +32 +2%
C
906
Certuity
Florida
$686K +$57.5K +191 +10%
CBT
907
CoreFirst Bank & Trust
Kansas
$685K
CAM
908
Columbia Asset Management
Michigan
$684K
LCS
909
Levin Capital Strategies
New York
$681K -$121K -400 -16%
AWA
910
Aaron Wealth Advisors
Illinois
$681K +$202K +672 +48%
DWM
911
Diversify Wealth Management
Utah
$678K -$80.1K -266 -12%
Hudson Bay Capital Management
912
Hudson Bay Capital Management
Connecticut
$671K +$615K +2,040 New
SPC
913
Sigma Planning Corp
Michigan
$671K +$14.5K +48 +2%
EGA
914
E&G Advisors
Texas
$670K
AIS
915
American Investment Services
Massachusetts
$669K -$9.34K -31 -2%
CNTOF
916
Canandaigua National Trust of Florida
New York
$666K +$610K +2,024 New
PP
917
PDS Planning
Ohio
$665K +$59.3K +197 +11%
OFO
918
OneAscent Family Office
Alabama
$662K +$315K +1,045 +108%
CIAS
919
Capital Investment Advisory Services
North Carolina
$661K +$606K +2,010 New
GIM
920
Grassi Investment Management
California
$658K
ABWM
921
Alpine Bank Wealth Management
Colorado
$656K +$601K +1,994 New
PCP
922
Proficio Capital Partners
Massachusetts
$654K +$339K +1,125 +130%
FFN
923
Focus Financial Network
Minnesota
$652K +$114K +379 +24%
AT
924
Arlington Trust
Alabama
$652K
II
925
Impact Investors
California
$650K +$9.34K +31 +2%