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Name Holding Trade Value Shares
Change
Change in
Stake
CL
926
CLG LLC
California
$751K – – –
SJIM
927
St. Johns Investment Management
Florida
$750K -$41.1K -163 -5%
TCBWMS
928
Texas Capital Bank Wealth Management Services
Texas
$748K +$191K +757 +34%
MCCA
929
Mill Creek Capital Advisors
Pennsylvania
$746K -$484K -1,922 -39%
BP
930
BNP Paribas
France
$739K -$47.9K -190 -6%
ATS
931
Ashton Thomas Securities
New York
$735K +$23.2K +92 +3%
CA
932
Clearstead Advisors
Ohio
$735K +$261K +1,034 +55%
AF
933
Allworth Financial
California
$734K +$41.3K +164 +6%
NWM
934
Northwest Wealth Management
Iowa
$732K +$727K +2,886 New
PW
935
Paladin Wealth
Minnesota
$727K +$39.8K +158 +6%
AF
936
Arrow Financial
New York
$726K -$378K -1,500 -34%
TWP
937
Tyche Wealth Partners
Texas
$722K -$8.07K -32 -1%
BG
938
Bollard Group
Massachusetts
$721K +$2.02K +8 +0.3%
SCM
939
Sage Capital Management
New Jersey
$720K +$252 +1 +0%
ECM
940
Everence Capital Management
Indiana
$720K – – –
Fiera Capital (Canada)
941
Fiera Capital (Canada)
Quebec, Canada
$718K +$1.76K +7 +0.2%
HNW
942
High Note Wealth
Minnesota
$714K +$121K +480 +21%
SCTC
943
Sanibel Captiva Trust Company
Florida
$713K +$41.6K +165 +6%
SFSG
944
Sound Financial Strategies Group
Mississippi
$712K -$217K -862 -23%
LIP
945
Lighthouse Investment Partners
Florida
$711K -$257K -1,019 -27%
SYBT
946
Stock Yards Bank & Trust
Kentucky
$708K – – –
PPWP
947
Premier Path Wealth Partners
New Jersey
$706K +$16.6K +66 +2%
ZIC
948
ZWJ Investment Counsel
Georgia
$705K – – –
BAM
949
Belpointe Asset Management
Nevada
$704K -$50.9K -202 -7%
BTI
950
Blue Trust Inc
Georgia
$703K +$12.1K +48 +2%