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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1101
Sound View Wealth Advisors Group
Georgia
$276K +$9.85K +175 +4%
AA
1102
Argent Advisors
Louisiana
$275K +$283K +5,024 New
QPW
1103
Quantum Private Wealth
Florida
$275K
SAI
1104
Systematic Alpha Investments
New Jersey
$275K
CA
1105
Claro Advisors
Massachusetts
$274K +$8.44K +150 +3%
GF
1106
Gabelli Funds
New York
$274K
LFM
1107
LGT Fund Management
Liechtenstein
$274K
PPWM
1108
Paragon Private Wealth Management
Kentucky
$274K -$14.3K -254 -5%
DCBT
1109
Dakota Community Bank & Trust
North Dakota
$274K +$90.3K +1,605 +47%
MSFS
1110
Main Street Financial Solutions
Pennsylvania
$273K +$3.04K +54 +1%
SC
1111
Saybrook Capital
North Carolina
$272K
LC
1112
Lindbrook Capital
California
$271K +$12.5K +222 +5%
NC
1113
NinePointTwo Capital
California
$271K +$278K +4,944 New
SWM
1114
Silverlake Wealth Management
Vermont
$270K -$15.9K -282 -5%
BSA
1115
Bull Street Advisors
Georgia
$270K +$675 +12 +0.2%
WP
1116
WealthSource Partners
California
$269K -$78.4K -1,393 -22%
CCG
1117
Coastwise Capital Group
California
$269K +$12.1K +215 +5%
ERIM
1118
Eagle Ridge Investment Management
Connecticut
$269K
OFS
1119
OneAscent Financial Services
Alabama
$267K -$20K -355 -7%
PA
1120
PSI Advisors
Florida
$267K +$22.5K +400 +9%
D
1121
Diversified
Delaware
$266K -$8.72K -155 -3%
GI
1122
GAMCO Investors
Connecticut
$266K
RMCM
1123
Reynders McVeigh Capital Management
Massachusetts
$266K
TSWM
1124
Triangle Securities Wealth Management
North Carolina
$265K -$3.6K -64 -1%
AIM
1125
Anchor Investment Management
South Carolina
$265K -$1.13K -20 -0.4%