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Name Holding Trade Value Shares
Change
Change in
Stake
CNTOF
2476
Canandaigua National Trust of Florida
New York
$487K +$4.67K +76 +1%
ICM
2477
IMS Capital Management
Oregon
$486K -$10.1K -164 -2%
WFS
2478
Widmann Financial Services
Maryland
$486K +$30.7K +500 +8%
AGC
2479
Aspen Grove Capital
Colorado
$485K +$106K +1,727 +33%
IWN
2480
Independent Wealth Network
Iowa
$485K +$13.3K +216 +3%
SSWM
2481
Strait & Sound Wealth Management
California
$483K -$24.3K -395 -5%
AAG
2482
Armstrong Advisory Group
Massachusetts
$482K +$3.26K +53 +0.8%
JSL
2483
JT Stratford LLC
Georgia
$482K +$43.7K +711 +11%
GWP
2484
Gateway Wealth Partners
Wisconsin
$481K +$43.6K +709 +11%
PCH
2485
PGIM Custom Harvest
New Jersey
$481K -$32.1K -523 -7%
CCAL
2486
City Center Advisors LLC
Michigan
$480K +$202K +3,288 +90%
AWA
2487
AGH Wealth Advisors
Kansas
$480K -$2.15K -35 -0.5%
LRWA
2488
Long Run Wealth Advisors
New York
$480K -$160K -2,604 -27%
QFA
2489
Quantum Financial Advisors
California
$480K -$9.59K -156 -2%
BP
2490
Broadleaf Partners
Ohio
$479K
Cohen & Steers
2491
Cohen & Steers
New York
$479K
LAM
2492
Lummis Asset Management
Texas
$479K
AAM
2493
Augustine Asset Management
Florida
$479K -$10.4K -169 -2%
LCWP
2494
Legacy Capital Wealth Partners
Arkansas
$478K -$44.3K -721 -9%
WCFA
2495
Walkner Condon Financial Advisors
Wisconsin
$478K +$29.4K +479 +7%
EMAM
2496
Encompass More Asset Management
California
$477K +$423K +6,882 New
4A
2497
4Wealth Advisors
Illinois
$477K -$4.36K -71 -1%
PNAA
2498
Pictet North America Advisors
Switzerland
$477K
SMA
2499
Seven Mile Advisory
New Jersey
$476K -$24.8K -403 -6%
LEA
2500
Legacy Edge Advisors
New York
$476K +$11.6K +189 +3%