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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
1601
DT Investment Partners
Pennsylvania
$1.19M +$26.9K +566 +2%
KFGK
1602
Keystone Financial Group (Kentucky)
Kentucky
$1.18M +$17.2K +362 +1%
SCA
1603
St. Clair Advisors
Ohio
$1.18M
AIM
1604
Alhambra Investment Management
Florida
$1.18M -$167K -3,517 -12%
EWA
1605
Etesian Wealth Advisors
Oregon
$1.18M -$17.9K -376 -1%
CIG
1606
Cairn Investment Group
Washington
$1.18M -$90.9K -1,915 -7%
CT
1607
Clearstead Trust
Maine
$1.17M -$145K -3,058 -11%
GFP
1608
Gryphon Financial Partners
Ohio
$1.17M -$42.6K -898 -4%
CPIG
1609
Chicago Partners Investment Group
Illinois
$1.17M +$96.1K +2,025 +9%
NB
1610
Nicolet Bankshares
Wisconsin
$1.17M -$11.5K -242 -1%
MCA
1611
Magnolia Capital Advisors
Mississippi
$1.17M -$275K -5,802 -19%
EI
1612
EDMP Inc
Florida
$1.17M -$13K -273 -1%
SAM
1613
Smartleaf Asset Management
Massachusetts
$1.17M +$228K +4,798 +24%
JWM
1614
JGP Wealth Management
Oregon
$1.16M -$11.9M -250,349 -91%
WW
1615
Waterfront Wealth
Kansas
$1.16M +$256K +5,397 +28%
AGP
1616
Autumn Glory Partners
Texas
$1.16M -$9.5K -200 -0.8%
KJWM
1617
Kiley Juergens Wealth Management
Washington
$1.16M +$24.2K +509 +2%
PF
1618
Phoenix Financial
Israel
$1.16M -$574K -12,098 -33%
WI
1619
WrapManager Inc
California
$1.16M +$166K +3,487 +17%
AFP
1620
Ausdal Financial Partners
Iowa
$1.16M +$7.31K +154 +0.6%
FFA
1621
Founders Financial Alliance
North Carolina
$1.15M -$94.7K -1,994 -8%
FIA
1622
Foundations Investment Advisors
Arizona
$1.15M +$212K +4,465 +23%
LIG
1623
Lokken Investment Group
Delaware
$1.15M +$121K +2,544 +12%
FMB
1624
Field & Main Bank
Kentucky
$1.15M -$9.5K -200 -0.8%
AG
1625
AlTi Global
New York
$1.14M -$153K -3,228 -12%