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Name Holding Trade Value Shares
Change
Change in
Stake
SXL
901
Summit X LLC
Missouri
$703K -$66.3K -220 -9%
CF
902
Centaurus Financial
California
$699K +$53.3K +177 +9%
SI
903
Seeds Investor
New York
$699K -$22.6K -75 -3%
BONH
904
Bank of New Hampshire
New Hampshire
$695K -$2.11K -7 -0.3%
WA
905
Wealth Alliance
New York
$693K +$43.1K +143 +7%
MWM
906
Mission Wealth Management
California
$691K +$9.64K +32 +2%
C
907
Certuity
Florida
$686K +$57.5K +191 +10%
CBT
908
CoreFirst Bank & Trust
Kansas
$685K – – –
CAM
909
Columbia Asset Management
Michigan
$684K – – –
LCS
910
Levin Capital Strategies
New York
$681K -$121K -400 -16%
AWA
911
Aaron Wealth Advisors
Illinois
$681K +$202K +672 +48%
DWM
912
Diversify Wealth Management
Utah
$678K -$80.1K -266 -12%
Hudson Bay Capital Management
913
Hudson Bay Capital Management
Connecticut
$671K +$615K +2,040 New
SPC
914
Sigma Planning Corp
Michigan
$671K +$14.5K +48 +2%
EGA
915
E&G Advisors
Texas
$670K – – –
AIS
916
American Investment Services
Massachusetts
$669K -$9.34K -31 -2%
CNTOF
917
Canandaigua National Trust of Florida
New York
$666K +$610K +2,024 New
PP
918
PDS Planning
Ohio
$665K +$59.3K +197 +11%
OFO
919
OneAscent Family Office
Alabama
$662K +$315K +1,045 +108%
CIAS
920
Capital Investment Advisory Services
North Carolina
$661K +$606K +2,010 New
GIM
921
Grassi Investment Management
California
$658K – – –
ABWM
922
Alpine Bank Wealth Management
Colorado
$656K +$601K +1,994 New
PCP
923
Proficio Capital Partners
Massachusetts
$654K +$339K +1,125 +130%
FFN
924
Focus Financial Network
Minnesota
$652K +$114K +379 +24%
AT
925
Arlington Trust
Alabama
$652K – – –