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Name Holding Trade Value Shares
Change
Change in
Stake
FNBOSM
1651
First National Bank of South Miami
Florida
$541K -$57.1K -577 -9%
TWP
1652
Tempus Wealth Planning
California
$540K -$89.5K -904 -14%
FF
1653
FourThought Financial
Florida
$539K -$84.4K -853 -13%
SMA
1654
Sage Mountain Advisors
Georgia
$539K -$39.7K -401 -7%
CRWM
1655
Castle Rock Wealth Management
California
$538K +$2.57K +26 +0.4%
IIA
1656
ICW Investment Advisors
Arizona
$537K +$2.97K +30 +0.5%
VF
1657
Virtu Financial
New York
$534K +$554K +5,598 New
AWE
1658
Avidian Wealth Enterprises
Texas
$533K -$21.1K -213 -4%
CHP
1659
Cable Hill Partners
Oregon
$530K -$33.5K -338 -6%
CWM
1660
Congress Wealth Management
Massachusetts
$529K -$41.4K -418 -7%
BG
1661
Bahl & Gaynor
Ohio
$528K – – –
FLAM
1662
First Light Asset Management
Minnesota
$526K – – –
KFP
1663
Keystone Financial Planning
Ohio
$525K +$19.9K +201 +4%
FL
1664
Fort LP
Maryland
$523K -$389K -3,925 -42%
CCP
1665
Clarkston Capital Partners
Michigan
$522K -$58.4K -590 -10%
RMDI
1666
R.M. Davis Inc
Maine
$521K -$18K -182 -3%
ACP
1667
Aveo Capital Partners
Colorado
$521K +$277K +2,801 +105%
BHB
1668
Bank Hapoalim BM
Israel
$520K -$38.2K -386 -7%
MA
1669
MKT Advisors
California
$519K -$990 -10 -0.2%
XWM
1670
Xcel Wealth Management
Florida
$519K – – –
AC
1671
ASB Consultores
Florida
$517K +$26.7K +270 +5%
MWM
1672
Modera Wealth Management
New Jersey
$515K -$49.2K -497 -8%
WLIM
1673
White Lighthouse Investment Management
Massachusetts
$515K – – –
PP
1674
Patron Partners
Texas
$514K +$135K +1,361 +34%
Fiera Capital (Canada)
1675
Fiera Capital (Canada)
Quebec, Canada
$513K – – –