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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
651
CRA Financial Services
New Jersey
$493K +$34.4K +200 +7%
CPWA
652
Cerro Pacific Wealth Advisors
California
$491K -$182K -1,054 -26%
MCP
653
Martin Capital Partners
Oregon
$491K +$47.4K +275 +10%
WP
654
WealthSource Partners
California
$491K +$511K +2,966 New
CFG
655
Citizens Financial Group
Rhode Island
$489K -$380K -2,206 -43%
CTFG
656
Capstone Triton Financial Group
Oklahoma
$489K +$117K +678 +29%
KFA
657
Krane Funds Advisors
New York
$489K +$509K +2,955 New
AIP
658
Ameritas Investment Partners
Nebraska
$486K -$84.4K -490 -14%
PA
659
Procyon Advisors
Connecticut
$485K -$37.7K -219 -7%
BAM
660
Belpointe Asset Management
Nevada
$484K +$136K +789 +37%
DAM
661
Diamant Asset Management
Connecticut
$484K +$503K +2,920 New
AWM
662
Absher Wealth Management
North Carolina
$481K +$500K +2,902 New
WA
663
WBH Advisory
Maryland
$475K +$68K +395 +16%
FNBT
664
FineMark National Bank & Trust
Florida
$474K -$5.51K -32 -1%
EM
665
Excalibur Management
Massachusetts
$474K +$75.8K +440 +18%
SWA
666
SFMG Wealth Advisors
Texas
$471K -$13.8K -80 -3%
GWSG
667
GPS Wealth Strategies Group
Colorado
$467K +$26K +151 +6%
SC
668
Schulhoff & Co
Ohio
$465K
HBT
669
Hills Bank & Trust
Iowa
$459K -$42.4K -246 -8%
BONH
670
Bank of New Hampshire
New Hampshire
$458K
IAN
671
Integrated Advisors Network
Texas
$457K +$65.6K +381 +16%
BFC
672
Bedel Financial Consulting
Indiana
$455K
GW
673
GW & Wade
Massachusetts
$454K -$31.2K -181 -6%
BAMF
674
BI Asset Management Fondsmaeglerselskab
Denmark
$452K -$3.64M -21,143 -89%
UAS
675
United Asset Strategies
New York
$451K +$4.48K +26 +1%