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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1276
NorthCrest Asset Manangement
Minnesota
$210K -$143K -663 -41%
CSC
1277
Cove Street Capital
California
$209K – – –
IIC
1278
Integrated Investment Consultants
Michigan
$209K +$202K +940 New
AWE
1279
Avidian Wealth Enterprises
Texas
$209K +$202K +937 New
CWG
1280
Cornerstone Wealth Group
North Carolina
$208K +$201K +933 New
BWP
1281
Balboa Wealth Partners
Arizona
$208K +$201K +933 New
EC
1282
EntryPoint Capital
New York
$208K +$201K +933 New
ST
1283
Somerset Trust
Pennsylvania
$207K +$200K +931 New
AC
1284
Allstate Corporation
Illinois
$206K -$2.47M -11,461 -93%
LIA
1285
LBMC Investment Advisors
Tennessee
$206K +$199K +924 New
RFP
1286
Root Financial Partners
California
$205K +$198K +922 New
WA
1287
Waddell & Associates
Tennessee
$205K +$198K +922 New
AAS
1288
Ameritas Advisory Services
Nebraska
$205K +$198K +919 New
TPCW
1289
TD Private Client Wealth
New York
$205K -$1.08K -5 -0.5%
TIA
1290
Tiemann Investment Advisors
California
$204K – – –
OWM
1291
OneAscent Wealth Management
Alabama
$204K -$20.9K -97 -10%
CCFM
1292
Clear Creek Financial Management
Washington
$204K +$197K +915 New
UFF
1293
USA Financial Formulas
Michigan
$203K -$242K -1,122 -55%
BSSFA
1294
Baron Silver Stevens Financial Advisors
Florida
$203K +$196K +912 New
FFG
1295
Fiduciary Financial Group
California
$202K +$194K +902 New
MNBTD
1296
Moody National Bank Trust Division
Texas
$202K +$195K +906 New
SF
1297
Symphony Financial
Texas
$202K +$400K +1,857 New
PAG
1298
Private Advisory Group
Washington
$201K +$195K +904 New
HNWAG
1299
High Net Worth Advisory Group
Florida
$201K +$194K +900 New
MPPLM
1300
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$200K +$194K +899 New