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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
951
Capital Investment Advisors
Georgia
$508K +$30.7K +154 +7%
BPA
952
Beacon Pointe Advisors
California
$507K -$117K -589 -19%
PP
953
PDS Planning
Ohio
$505K +$15.3K +77 +3%
GAG
954
GM Advisory Group
New York
$504K +$996 +5 +0.2%
LC
955
Lavaca Capital
Texas
$501K +$797 +4 +0.2%
LA
956
Latitude Advisors
Florida
$495K +$598 +3 +0.1%
MIC
957
Meridian Investment Counsel
California
$493K
MCM
958
Monarch Capital Management
Indiana
$493K
TFGT
959
TS Financial Group (TSFG)
Illinois
$493K
WF
960
Wayfinding Financial
Washington
$491K -$2.79K -14 -0.6%
BBA
961
Baader Bank Aktiengesellschaft
Germany
$489K +$232K +1,165 +92%
BA
962
Ballast Advisors
Minnesota
$482K -$17.9K -90 -4%
CI
963
Conning Inc
Connecticut
$482K -$100K -502 -18%
BAM
964
Belpointe Asset Management
Nevada
$482K +$347K +1,744 +290%
TP
965
Tranquility Partners
Tennessee
$480K +$5.78K +29 +1%
FFA
966
Founders Financial Alliance
North Carolina
$479K +$98.8K +496 +27%
CIS
967
Custom Index Systems
New York
$478K +$463K +2,324 New
DOA
968
D'Orazio & Associates
Virginia
$476K +$17.3K +87 +4%
BWP
969
BSW Wealth Partners
Colorado
$474K +$87K +437 +23%
OCBCO
970
Oversea-Chinese Banking Corp (OCBC)
Singapore
$473K -$1.03M -5,168 -69%
MSCM
971
McElhenny Sheffield Capital Management
Texas
$473K +$458K +2,299 New
KIM
972
Kestra Investment Management
Texas
$472K +$397K +1,994 +656%
AIM
973
Anchor Investment Management
South Carolina
$472K +$199 +1 +0%
Walleye Trading
974
Walleye Trading
New York
$470K -$13.1M -65,771 -97%
MAM
975
Milestone Asset Management
Pennsylvania
$467K -$1.81M -9,067 -80%