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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1101
Wealth Alliance
New York
$279K +$281 +5 +0.1%
SVWAG
1102
Sound View Wealth Advisors Group
Georgia
$276K +$9.85K +175 +4%
AA
1103
Argent Advisors
Louisiana
$275K +$283K +5,024 New
QPW
1104
Quantum Private Wealth
Florida
$275K – – –
SAI
1105
Systematic Alpha Investments
New Jersey
$275K – – –
CA
1106
Claro Advisors
Massachusetts
$274K +$8.44K +150 +3%
Gabelli Funds
1107
Gabelli Funds
New York
$274K – – –
LGT Fund Management
1108
LGT Fund Management
Liechtenstein
$274K – – –
PPWM
1109
Paragon Private Wealth Management
Kentucky
$274K -$14.3K -254 -5%
DCBT
1110
Dakota Community Bank & Trust
North Dakota
$274K +$90.3K +1,605 +47%
MSFS
1111
Main Street Financial Solutions
Pennsylvania
$273K +$3.04K +54 +1%
SC
1112
Saybrook Capital
North Carolina
$272K – – –
LC
1113
Lindbrook Capital
California
$271K +$12.5K +222 +5%
NC
1114
NinePointTwo Capital
California
$271K +$278K +4,944 New
SWM
1115
Silverlake Wealth Management
Vermont
$270K -$15.9K -282 -5%
BSA
1116
Bull Street Advisors
Georgia
$270K +$675 +12 +0.2%
WP
1117
WealthSource Partners
California
$269K -$78.4K -1,393 -22%
CCG
1118
Coastwise Capital Group
California
$269K +$12.1K +215 +5%
ERIM
1119
Eagle Ridge Investment Management
Connecticut
$269K – – –
OFS
1120
OneAscent Financial Services
Alabama
$267K -$20K -355 -7%
PA
1121
PSI Advisors
Florida
$267K +$22.5K +400 +9%
D
1122
Diversified
Delaware
$266K -$8.72K -155 -3%
GAMCO Investors
1123
GAMCO Investors
Connecticut
$266K – – –
RMCM
1124
Reynders McVeigh Capital Management
Massachusetts
$266K – – –
TSWM
1125
Triangle Securities Wealth Management
North Carolina
$265K -$3.6K -64 -1%