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Name Holding Trade Value Shares
Change
Change in
Stake
SS
426
SBI Securities
Japan
$499K +$69.3K +639 +15%
JIC
427
Joel Isaacson & Co
New York
$499K -$329K -3,028 -38%
SFG
428
Sather Financial Group
Texas
$497K +$217K +1,998 +68%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$496K +$234K +2,153 +78%
AWM
430
AE Wealth Management
Kansas
$495K +$14.2K +131 +3%
RSVP
431
Ramsay Stattman Vela & Price
Colorado
$494K -$779K -7,177 -59%
QCG
432
Quadrant Capital Group
Ohio
$494K -$180K -1,657 -25%
IWM
433
IHT Wealth Management
Illinois
$494K +$80.9K +746 +18%
SS
434
Sunbelt Securities
Texas
$491K -$17.8K -164 -4%
GIC
435
Generali Investments CEE
Czech Republic
$489K
HHRDM
436
H&H Retirement Design & Management
Nevada
$487K +$24.6K +227 +5%
VVP
437
Venture Visionary Partners
Ohio
$487K -$50K -461 -9%
AA
438
Auxano Advisors
Washington
$480K -$42.1K -388 -8%
BFO
439
Boston Family Office
Massachusetts
$479K
AWS
440
Atria Wealth Solutions
New York
$473K -$934K -8,606 -65%
WC
441
Wynn Capital
Georgia
$470K +$14.1K +130 +3%
AWM
442
Aberdeen Wealth Management
Illinois
$470K -$43.1K -397 -8%
IAS
443
Insigneo Advisory Services
Florida
$464K -$46.9K -432 -9%
JWCA
444
J.W. Cole Advisors
Florida
$463K +$4.56K +42 +0.9%
FCM
445
Fourpath Capital Management
Oklahoma
$463K -$434 -4 -0.1%
GCM
446
Generation Capital Management
New York
$459K -$10.8K -100 -2%
CWM
447
Congress Wealth Management
Massachusetts
$456K +$19K +175 +4%
CAS
448
Coppell Advisory Solutions
Texas
$452K -$67.2K -619 -12%
RhumbLine Advisers
449
RhumbLine Advisers
Massachusetts
$450K -$34.3K -316 -7%
JF
450
Jump Financial
Illinois
$444K +$478K +4,406 New