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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
976
Harel Insurance Investments & Financial Services
Israel
$339K
PFA
977
Professional Financial Advisors
Nebraska
$337K +$1.17K +9 +0.4%
MIM
978
Montgomery Investment Management
Maryland
$337K +$1.3K +10 +0.4%
VFPW
979
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K +$130 +1 +0%
ACM
980
Alpha Capital Management
Texas
$336K -$2.6K -20 -0.8%
TWP
981
Triad Wealth Partners
Kansas
$335K +$17.6K +136 +6%
MEAC
982
M.E. Allison & Co
Texas
$334K
MFIM
983
Mesirow Financial Investment Management
Illinois
$334K
WJA
984
Willis Johnson & Associates
Texas
$332K +$304K +2,340 New
MWM
985
Maridea Wealth Management
New York
$332K +$291K +2,243 New
FIA
986
Foundations Investment Advisors
Arizona
$330K -$28.8K -222 -9%
FSC
987
Full Sail Capital
Oklahoma
$325K +$48.3K +372 +19%
CI Investments Inc
988
CI Investments Inc
Ontario, Canada
$325K +$34.4K +265 +13%
WWM
989
Western Wealth Management
Colorado
$323K +$3.89K +30 +1%
CFS
990
Coordinated Financial Services
Colorado
$322K -$25.9K -200 -8%
SG
991
StoneX Group
New York
$322K -$103K -796 -26%
SAM
992
Steinberg Asset Management
New York
$321K
VCM
993
Versant Capital Management
Arizona
$318K +$127K +978 +77%
SFS
994
Symphony Financial Services
Ohio
$318K +$130 +1 +0%
SOS
995
Silver Oak Securities
Tennessee
$317K +$290K +2,238 New
S
996
SimplyRich
California
$317K -$1.04K -8 -0.4%
MCA
997
Millennium Capital Advisors
Arkansas
$317K +$32.4K +250 +13%
FCB
998
First County Bank
Connecticut
$314K
IIC
999
Integrated Investment Consultants
Michigan
$314K -$101K -780 -26%
CPA
1000
Capital Performance Advisors
California
$314K +$29.1K +224 +11%