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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1051
Sigma Planning Corp
Michigan
$289K -$35.6K -206 -11%
PFA
1052
Perryman Financial Advisory
Texas
$289K +$294K +1,700 New
DCA
1053
DSG Capital Advisors
Minnesota
$288K -$96K -555 -26%
BCM
1054
Brookmont Capital Management
Texas
$288K +$46.9K +271 +19%
QWP
1055
Quotient Wealth Partners
Texas
$286K -$17.5K -101 -6%
SEIA
1056
Signature Estate & Investment Advisors
California
$286K +$290K +1,678 New
FCM
1057
Fieldview Capital Management
Michigan
$286K -$1.2M -6,955 -81%
LA
1058
Latitude Advisors
Florida
$285K -$108K -627 -27%
DWS
1059
Discipline Wealth Solutions
South Carolina
$285K +$2.25K +13 +0.8%
CT
1060
Clearstead Trust
Maine
$284K -$7.26K -42 -2%
AFP
1061
Alpha Financial Partners
Kentucky
$284K +$1.04K +6 +0.4%
HBT
1062
Heartland Bank & Trust
Illinois
$283K -$3.98K -23 -1%
RT
1063
Rockland Trust
Massachusetts
$283K +$12.1K +70 +4%
FFBTD
1064
First Financial Bank - Trust Division
Ohio
$282K +$287K +1,658 New
AWM
1065
Aprio Wealth Management
Georgia
$280K -$11.9K -69 -4%
WHG
1066
Westwood Holdings Group
Texas
$278K +$283K +1,636 New
CAM
1067
Claret Asset Management
Quebec, Canada
$278K +$51.4K +297 +22%
GLR
1068
Great Lakes Retirement
Ohio
$277K -$28.7K -166 -9%
DA
1069
Detalus Advisors
Missouri
$277K -$138K -798 -33%
AAS
1070
Ameritas Advisory Services
Nebraska
$274K -$1.97M -11,410 -88%
DWM
1071
Drive Wealth Management
Utah
$274K -$24.7K -143 -8%
SCI
1072
S&CO Inc
Massachusetts
$272K
PSP
1073
Principal Street Partners
Tennessee
$270K
CWG
1074
Cornerstone Wealth Group
North Carolina
$270K +$274K +1,585 New
VCM
1075
Versant Capital Management
Arizona
$269K -$70.4K -407 -20%