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Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
951
Alpine Bank Wealth Management
Colorado
$659K
HIP
952
HUB Investment Partners
Texas
$655K -$139K -430 -18%
CCA
953
Coign Capital Advisors
Utah
$655K +$9.35K +29 +1%
PDL
954
Portfolio Design Labs
California
$651K +$635K +1,969 New
AC
955
AlphaCore Capital
California
$647K -$64.5K -200 -9%
PHIC
956
Pine Haven Investment Counsel
Massachusetts
$644K
JSW
957
Journey Strategic Wealth
New Jersey
$644K +$390K +1,211 +164%
AFG
958
Atomi Financial Group
New York
$642K +$63.5K +197 +11%
SIA
959
Soltis Investment Advisors
Utah
$640K -$170K -526 -21%
KFS
960
Keynote Financial Services
Connecticut
$639K
VCM
961
Versant Capital Management
Arizona
$638K -$11.6K -36 -2%
DO
962
denkapparat Operations
Germany
$638K +$622K +1,930 New
IIC
963
Ironwood Investment Counsel
Arizona
$636K +$645 +2 +0.1%
PCA
964
Prosperity Capital Advisors
Ohio
$634K +$393K +1,219 +174%
HBT
965
Hills Bank & Trust
Iowa
$634K -$12.6K -39 -2%
CCWM
966
Correct Capital Wealth Management
Missouri
$633K
CI
967
Conning Inc
Connecticut
$631K -$13.9K -43 -2%
PL
968
Plancorp LLC
Missouri
$630K -$322 -1 -0.1%
GCP
969
GSA Capital Partners
United Kingdom
$630K +$194K +602 +46%
HWP
970
Highline Wealth Partners
California
$629K +$7.41K +23 +1%
SMA
971
Sage Mountain Advisors
Georgia
$628K +$51.3K +159 +9%
WANY
972
Wealthspire Advisors (New York)
New York
$623K +$70K +217 +13%
PWM
973
Palumbo Wealth Management
New York
$623K +$2.58K +8 +0.4%
CIA
974
Capital Investment Advisors
Georgia
$620K +$94.5K +293 +18%
MMG
975
Monetary Management Group
Missouri
$619K