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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
826
Jupiter Wealth Management
Colorado
$637K – – –
NRS
827
Neville Rodie & Shaw
New York
$636K -$20.1K -333 -3%
Bowen Hanes & Co
828
Bowen Hanes & Co
Florida
$636K – – –
KFP
829
KMG Fiduciary Partners
Ohio
$636K +$602K +9,980 New
IF
830
Intrua Financial
Texas
$634K -$6.03K -100 -1%
FUBT
831
First United Bank & Trust
Maryland
$634K -$1.45K -24 -0.2%
MCP
832
Mirador Capital Partners
California
$634K +$157K +2,598 +35%
KCM
833
Kanawha Capital Management
Virginia
$630K -$65K -1,077 -10%
OA
834
Oxbow Advisors
Texas
$629K – – –
Avidian Wealth Enterprises
835
Avidian Wealth Enterprises
Texas
$628K +$11.5K +191 +2%
Ameritas Investment Partners
836
Ameritas Investment Partners
Nebraska
$627K -$18.3K -304 -3%
CC
837
Courier Capital
New York
$627K +$57.9K +960 +11%
Foundations Investment Advisors
838
Foundations Investment Advisors
Arizona
$626K -$34.2K -567 -6%
WP
839
WealthPLAN Partners
Nebraska
$626K -$11.3K -187 -2%
GFA
840
Gifford Fong Associates
California
$626K – – –
WIM
841
WealthPlan Investment Management
Nebraska
$626K +$568K +9,411 New
Orion Portfolio Solutions
842
Orion Portfolio Solutions
Nebraska
$624K +$31.6K +524 +6%
BHWM
843
Bar Harbor Wealth Management
New Hampshire
$622K -$67K -1,110 -10%
CGA
844
Crescent Grove Advisors
Illinois
$622K +$354K +5,876 +152%
JWCA
845
J.W. Cole Advisors
Florida
$605K -$3.38K -56 -0.6%
RWA
846
Redhawk Wealth Advisors
Minnesota
$604K +$572K +9,480 New
CF
847
Centaurus Financial
California
$595K +$91.1K +1,510 +19%
CCM
848
Canal Capital Management
Virginia
$587K +$5.67K +94 +1%
Forum Financial Management
849
Forum Financial Management
Illinois
$585K -$6.21K -103 -1%
Cohen & Steers
850
Cohen & Steers
New York
$584K – – –