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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
751
Aviance Capital Partners
Florida
$701K +$5.57K +109 +0.9%
GC
752
Gilbert & Cook
Iowa
$698K +$28.5K +558 +5%
RIA
753
Regal Investment Advisors
Michigan
$697K -$30.7K -600 -5%
PG
754
Patten Group
Tennessee
$694K -$21.7K -424 -3%
Coldstream Capital Management
755
Coldstream Capital Management
Washington
$688K +$25K +490 +4%
Mather Group
756
Mather Group
Illinois
$688K -$40.2K -786 -6%
CBOR
757
Community Bank of Raymore
Missouri
$678K -$5.88K -115 -0.9%
BMA
758
Brooks Moore & Associates
Tennessee
$669K -$15.3K -300 -2%
Spire Wealth Management
759
Spire Wealth Management
Virginia
$669K -$1.84K -36 -0.3%
PAM
760
Paradigm Asset Management
New York
$669K -$30.7K -600 -5%
FDS
761
First Dallas Securities
Texas
$668K +$622K +12,177 New
MAA
762
Mraz Amerine & Associates
California
$664K -$10K -196 -2%
PH
763
Pinnacle Holdings
Oklahoma
$664K +$4.34K +85 +0.7%
WI
764
Wahed Invest
New York
$663K +$48.2K +944 +8%
DI
765
DFPG Investments
Utah
$662K +$11K +215 +2%
FNBTCON
766
First National Bank & Trust Co of Newtown
Pennsylvania
$661K -$12.7K -248 -2%
BLC
767
Brown, Lisle/Cummings
Rhode Island
$658K +$91.4K +1,789 +18%
Citizens Financial Group
768
Citizens Financial Group
Rhode Island
$655K +$8.84K +173 +1%
Obermeyer Wealth Partners
769
Obermeyer Wealth Partners
Colorado
$652K -$18.7K -366 -3%
ABN AMRO Investment Solutions
770
ABN AMRO Investment Solutions
$647K -$34.5K -675 -5%
DCM
771
Dudley Capital Management
Virginia
$643K +$920 +18 +0.2%
Belpointe Asset Management
772
Belpointe Asset Management
Nevada
$642K +$84.5K +1,653 +16%
BW
773
Bison Wealth
Georgia
$639K -$29.7K -581 -5%
Silvercrest Asset Management
774
Silvercrest Asset Management
New York
$628K -$142K -2,777 -20%
Level Four Advisory Services
775
Level Four Advisory Services
Texas
$626K +$20.1K +393 +4%