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Name Holding Trade Value Shares
Change
Change in
Stake
AT
751
American Trust
Kentucky
$239K -$5.32K -44 -2%
GRP
752
Global Retirement Partners
California
$239K +$59.7K +494 +36%
PWM
753
Perigon Wealth Management
California
$238K +$224K +1,853 New
FHA
754
Flagship Harbor Advisors
Massachusetts
$238K -$1.57K -13 -0.7%
1SB
755
1ST Source Bank
Indiana
$235K -$8.22K -68 -4%
CA
756
Clearstead Advisors
Ohio
$234K +$149K +1,235 +212%
DAS
757
Dynamic Advisor Solutions
Arizona
$233K +$219K +1,810 New
FWTB
758
First Western Trust Bank
Colorado
$232K
ECM
759
Evergreen Capital Management
Washington
$230K +$6.65K +55 +3%
SGI
760
Summit Global Investments
Utah
$230K +$216K +1,786 New
HAIM
761
Hunter Associates Investment Management
Pennsylvania
$227K
BAM
762
Belpointe Asset Management
Nevada
$224K -$187K -1,549 -47%
FCA
763
Fortis Capital Advisors
Kansas
$224K +$11K +91 +6%
LFGO
764
Legacy Financial Group (Oklahoma)
Oklahoma
$223K -$3.02K -25 -1%
KWM
765
Kingsview Wealth Management
Oregon
$222K +$209K +1,731 New
SG
766
StoneX Group
New York
$219K +$206K +1,705 New
CCM
767
Carlson Capital Management
Minnesota
$218K +$205K +1,699 New
CPA
768
Cardiff Park Advisors
California
$217K +$204K +1,688 New
EFG
769
Everhart Financial Group
Ohio
$216K +$203K +1,678 New
BG
770
Bahl & Gaynor
Ohio
$215K +$202K +1,671 New
FIM
771
Freedom Investment Management
Connecticut
$214K +$201K +1,664 New
First Manhattan
772
First Manhattan
New York
$212K +$12.9K +107 +7%
VFA
773
Valeo Financial Advisors
Indiana
$211K +$199K +1,643 New
WWM
774
Wolff Wiese Magana
California
$210K
CA
775
Continuum Advisory
Idaho
$209K +$197K +1,630 New