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Name Holding Trade Value Shares
Change
Change in
Stake
NRS
826
Neville Rodie & Shaw
New York
$636K -$20.1K -333 -3%
BHC
827
Bowen Hanes & Co
Florida
$636K
KFP
828
KMG Fiduciary Partners
Ohio
$636K +$602K +9,980 New
IF
829
Intrua Financial
Texas
$634K -$6.03K -100 -1%
FUBT
830
First United Bank & Trust
Maryland
$634K -$1.45K -24 -0.2%
MCP
831
Mirador Capital Partners
California
$634K +$157K +2,598 +35%
KCM
832
Kanawha Capital Management
Virginia
$630K -$65K -1,077 -10%
OA
833
Oxbow Advisors
Texas
$629K
AWE
834
Avidian Wealth Enterprises
Texas
$628K +$11.5K +191 +2%
AIP
835
Ameritas Investment Partners
Nebraska
$627K -$18.3K -304 -3%
CC
836
Courier Capital
New York
$627K +$57.9K +960 +11%
FIA
837
Foundations Investment Advisors
Arizona
$626K -$34.2K -567 -6%
WP
838
WealthPLAN Partners
Nebraska
$626K -$11.3K -187 -2%
GFA
839
Gifford Fong Associates
California
$626K
WIM
840
WealthPlan Investment Management
Nebraska
$626K +$568K +9,411 New
OPS
841
Orion Portfolio Solutions
Nebraska
$624K +$31.6K +524 +6%
BHWM
842
Bar Harbor Wealth Management
New Hampshire
$622K -$67K -1,110 -10%
CGA
843
Crescent Grove Advisors
Illinois
$622K +$354K +5,876 +152%
JWCA
844
J.W. Cole Advisors
Florida
$605K -$3.38K -56 -0.6%
RWA
845
Redhawk Wealth Advisors
Minnesota
$604K +$572K +9,480 New
CF
846
Centaurus Financial
California
$595K +$91.1K +1,510 +19%
CCM
847
Canal Capital Management
Virginia
$587K +$5.67K +94 +1%
FFM
848
Forum Financial Management
Illinois
$585K -$6.21K -103 -1%
Cohen & Steers
849
Cohen & Steers
New York
$584K
WDC
850
Woodward Diversified Capital
California
$580K +$65.7K +1,089 +14%