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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
626
Tempus Wealth Planning
California
$277K +$325K +4,113 New
CTC
627
Central Trust Company
Missouri
$275K +$317 +4 +0.1%
NP
628
NorthRock Partners
Minnesota
$275K -$102K -1,288 -24%
SF
629
Summit Financial
New Jersey
$274K -$27.9K -353 -8%
LAM
630
L2 Asset Management
Massachusetts
$274K +$322K +4,068 New
CIA
631
Concurrent Investment Advisors
Florida
$273K -$15.7K -199 -5%
VC
632
Veery Capital
Delaware
$272K
SM
633
STF Management
Texas
$272K
CI
634
Corient IA
Florida
$269K
WE
635
Wealth Effects
Massachusetts
$269K
SMH
636
Sanders Morris Harris
Texas
$269K +$317K +4,000 New
KWMG
637
King Wealth Management Group
Florida
$269K +$317K +4,000 New
AFG
638
Atomi Financial Group
New York
$268K -$176K -2,222 -36%
WBC
639
Westpac Banking Corp
Australia
$267K
EPA
640
Element Pointe Advisors
Florida
$267K -$22.3K -282 -7%
NWAG
641
Net Worth Advisory Group
Utah
$263K +$309K +3,908 New
IB
642
Intrust Bank
Kansas
$261K -$83.8K -1,059 -21%
PCS
643
Personal CFO Solutions
New Jersey
$260K +$14.6K +185 +5%
CI
644
Cigna Investments
Connecticut
$260K
MIM
645
Marco Investment Management
Georgia
$254K
HBS
646
Howard Bailey Securities
Indiana
$251K +$53.1K +671 +22%
IAA
647
Independent Advisor Alliance
North Carolina
$244K -$237 -3 -0.1%
EP
648
Essential Partners
California
$240K +$10.7K +135 +4%
IC
649
Inscription Capital
Texas
$239K +$282K +3,558 New
HWAM
650
Hennion & Walsh Asset Management
New Jersey
$237K -$712 -9 -0.3%