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Name Holding Trade Value Shares
Change
Change in
Stake
EP
726
Essential Partners
California
$314K +$105K +578 +56%
JTWM
727
Jackson Thornton Wealth Management
Alabama
$313K +$280K +1,536 New
LWM
728
Lakeridge Wealth Management
Ohio
$312K +$729 +4 +0.3%
WWC
729
Waypoint Wealth Counsel
Georgia
$310K -$168K -923 -37%
DZ Bank
730
DZ Bank
Germany
$309K
KIA
731
KCM Investment Advisors
California
$309K +$9.65K +53 +3%
IP
732
Indivisible Partners
Florida
$306K +$285K +1,566 New
TNA
733
True North Advisors
Texas
$306K +$285K +1,565 New
CF
734
Claris Financial
Virginia
$306K
USCWA
735
U.S. Capital Wealth Advisors
Texas
$304K +$7.47K +41 +3%
NB
736
NBT Bank
New York
$302K +$35.5K +195 +13%
RIL
737
Rothschild Investment LLC
Illinois
$300K +$20.8K +114 +8%
BEI
738
Benjamin Edwards Inc
Missouri
$300K +$18.2K +100 +7%
FFC
739
Frederick Financial Consultants
Maryland
$300K +$3.64K +20 +1%
FB
740
Fulton Bank
Pennsylvania
$299K +$1.64K +9 +0.6%
BAM
741
Belpointe Asset Management
Nevada
$298K +$278K +1,527 New
SPC
742
Spirepoint Private Client
Florida
$298K
PCS
743
Personal CFO Solutions
New Jersey
$297K +$14.6K +80 +6%
PMSA
744
Patrick M. Sweeney & Associates
Illinois
$295K +$5.65K +31 +2%
SL
745
Sentinus LLC
Illinois
$294K +$274K +1,506 New
TCOTS
746
Trust Company of the South
North Carolina
$294K +$274K +1,506 New
HCM
747
Hengehold Capital Management
Ohio
$292K
FMI
748
Frec Markets Inc
California
$292K +$272K +1,493 New
GRP
749
Global Retirement Partners
California
$291K +$188K +1,032 +225%
WTC
750
WhitTier Trust Company
Nevada
$290K -$84.2K -462 -25%