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Name Holding Trade Value Shares
Change
Change in
Stake
RCP
1201
Rothschild Capital Partners
New York
$579K +$609K +1,076 New
CA
1202
Crumly & Associates
Illinois
$577K -$45.3K -80 -7%
HFF
1203
Halter Ferguson Financial
Indiana
$576K
EFM
1204
E Fund Management
China
$575K +$605K +1,069 New
PCG
1205
Prosperity Consulting Group
Maryland
$575K +$65.1K +115 +12%
CSA
1206
Cornerstone Select Advisors
Missouri
$570K -$15.8K -28 -3%
FFB
1207
First Financial Bankshares
Texas
$569K -$6.22K -11 -1%
OAS
1208
Optivise Advisory Services
Tennessee
$565K +$224K +395 +60%
SGI
1209
Summit Global Investments
Utah
$565K +$595K +1,051 New
ECM
1210
EagleClaw Capital Management
Massachusetts
$565K
TCOT
1211
Trust Company of Toledo
Ohio
$562K +$566 +1 +0.1%
JC
1212
JB Capital
Connecticut
$561K -$4.53K -8 -0.8%
CWP
1213
Cyndeo Wealth Partners
Florida
$561K -$1.13K -2 -0.2%
PT
1214
Plimoth Trust
Massachusetts
$558K -$21.5K -38 -4%
SL
1215
Sentinus LLC
Illinois
$558K +$202K +357 +52%
FFA
1216
Florida Financial Advisors
Florida
$553K +$115K +203 +25%
TIAA Trust, National Association
1217
TIAA Trust, National Association
North Carolina
$550K -$19.1M -33,780 -97%
AIA
1218
AssuredPartners Investment Advisors
Florida
$550K +$77K +136 +16%
1C
1219
111 Capital
France
$548K +$207K +366 +56%
SFG
1220
SageGuard Financial Group
Tennessee
$547K
BIM
1221
Bridges Investment Management
Nebraska
$546K +$7.92K +14 +1%
NFTC
1222
North Forty Two & Co
Oregon
$546K -$10.2K -18 -2%
LSA
1223
Leonteq Securities AG
Switzerland
$546K +$28.9K +51 +5%
FAFN
1224
First Affirmative Financial Network
Colorado
$545K +$573K +1,013 New
GWMR
1225
GC Wealth Management RIA
Massachusetts
$544K -$125K -220 -18%