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Name Holding Trade Value Shares
Change
Change in
Stake
SW
726
SlateStone Wealth
Florida
$886K +$43.1K +225 +4%
CWM
727
Challenger Wealth Management
California
$876K -$4.03K -21 -0.4%
FF
728
Fluent Financial
Texas
$873K +$145K +755 +18%
SDIC
729
South Dakota Investment Council
South Dakota
$868K – – –
ECM
730
Evergreen Capital Management
Washington
$868K +$248K +1,296 +34%
TE
731
Tema ETFs
New York
$865K +$4.03K +21 +0.4%
LSA
732
Lansing Street Advisors
Pennsylvania
$865K +$20.5K +107 +2%
Group One Trading
733
Group One Trading
Illinois
$846K +$881K +4,593 +1,131%
PWM
734
Perigon Wealth Management
California
$843K +$79.8K +416 +9%
KNW
735
Kesler Norman & Wride
Utah
$842K -$3.07K -16 -0.3%
RFS
736
Richardson Financial Services
Massachusetts
$840K -$17.4K -91 -2%
IIA
737
ICW Investment Advisors
Arizona
$840K +$129K +673 +16%
LCM
738
LVM Capital Management
Michigan
$837K – – –
TFA
739
Toth Financial Advisory
Virginia
$829K -$210K -1,093 -18%
HIC
740
Holderness Investments Company
North Carolina
$822K – – –
RWM
741
Revisor Wealth Management
Ohio
$818K +$245K +1,278 +36%
NG
742
Norden Group
Utah
$817K -$80.9K -422 -8%
IA
743
Intellus Advisors
Florida
$810K +$767 +4 +0.1%
CCM
744
Crew Capital Management
Ohio
$806K -$33.4K -174 -4%
TPCW
745
TD Private Client Wealth
New York
$801K +$743K +3,874 +448%
ACM
746
Advisors Capital Management
New Jersey
$801K +$103K +535 +13%
AFG
747
Atomi Financial Group
New York
$800K +$5.75K +30 +0.6%
CCP
748
Cushing Capital Partners
Wisconsin
$794K -$101K -526 -10%
SC
749
Shuttleworth & Co
Ohio
$789K +$96.1K +501 +12%
WA
750
WBH Advisory
Maryland
$788K +$1.53K +8 +0.2%