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Name Holding Trade Value Shares
Change
Change in
Stake
PF
1176
Phoenix Financial
Israel
$543K +$28K +60 +6%
SWM
1177
SeaCrest Wealth Management
New York
$543K -$4.67K -10 -1%
PWP
1178
Perfromance Wealth Partners
Illinois
$541K +$4.21K +9 +0.9%
KP
1179
Keel Point
Alabama
$540K +$141K +301 +40%
AFP
1180
Alpha Financial Partners
Kentucky
$538K +$7.01K +15 +1%
JC
1181
JB Capital
Connecticut
$537K +$4.67K +10 +1%
ECM
1182
EagleClaw Capital Management
Massachusetts
$536K
CWP
1183
Cyndeo Wealth Partners
Florida
$534K -$12.2K -26 -2%
TCOT
1184
Trust Company of Toledo
Ohio
$533K
SCM
1185
SKBA Capital Management
California
$531K -$168K -360 -26%
FC
1186
Fulcrum Capital
Washington
$528K
NFTC
1187
North Forty Two & Co
Oregon
$527K -$11.7K -25 -2%
ET
1188
Equitable Trust
Tennessee
$527K +$55.6K +119 +13%
SFG
1189
SageGuard Financial Group
Tennessee
$519K +$475K +1,016 New
SI
1190
Saxon Interests
Texas
$513K -$2.34K -5 -0.5%
SWM
1191
Sendero Wealth Management
Texas
$512K -$96.3K -206 -17%
BIM
1192
Bridges Investment Management
Nebraska
$511K +$72.9K +156 +18%
GF
1193
Gabelli Funds
New York
$510K -$18.7K -40 -4%
CIA
1194
Cladis Investment Advisory
Montana
$510K
GI
1195
GS Investments
Minnesota
$510K
MAM
1196
Mystic Asset Management
Rhode Island
$508K -$2.34K -5 -0.5%
OQS
1197
Occudo Quantitative Strategies
Florida
$508K +$465K +995 New
PFA
1198
Pure Financial Advisors
California
$508K +$70.6K +151 +18%
TWM
1199
Tradition Wealth Management
Minnesota
$505K -$12.2K -26 -3%
CRI
1200
Colonial River Investments
Virginia
$503K -$58.9K -126 -11%