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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1001
Crawford Investment Counsel
Georgia
$621K +$8.43K +32 +1%
JFG
1002
Jefferies Financial Group
New York
$620K -$3.08M -11,680 -84%
RBFC
1003
Roman Butler Fullerton & Co
Missouri
$618K -$23.7K -90 -4%
GSIS
1004
Global Strategic Investment Solutions
Arizona
$617K -$19.2K -73 -3%
DCM
1005
Davis Capital Management
Florida
$616K +$4.48K +17 +0.8%
LJHT
1006
Laurie J. Hall Trustee
$612K
SW
1007
SVB Wealth
Massachusetts
$610K -$36.1K -137 -6%
GXJ
1008
Global X Japan
Japan
$607K +$8.16K +31 +1%
VBFP
1009
Valtinson Bruner Financial Planning
Minnesota
$603K +$28.2K +107 +5%
WPW
1010
Winthrop Partners - WNY
New York
$599K
BAM
1011
Belpointe Asset Management
Nevada
$598K +$35K +133 +7%
TCBWMS
1012
Texas Capital Bank Wealth Management Services
Texas
$598K -$14K -53 -2%
AF
1013
Arrow Financial
New York
$597K
RWP
1014
RWA Wealth Partners
Massachusetts
$595K -$3.69K -14 -0.7%
HKIMG
1015
Hutchens & Kramer Investment Management Group
Indiana
$593K +$192K +729 +52%
CIA
1016
Capital Investment Advisors
Georgia
$590K -$21.9K -83 -4%
TWIM
1017
TIAA Wealth Investment Management
New York
$588K +$14K +53 +3%
ACP
1018
Aviance Capital Partners
Florida
$586K
HWM
1019
HighMark Wealth Management
Minnesota
$585K +$1.58K +6 +0.3%
FCBT
1020
First Citizens Bank & Trust
North Carolina
$583K -$58.5K -222 -10%
BRWA
1021
B. Riley Wealth Advisors
Florida
$580K -$12.1K -46 -2%
AF
1022
Affiance Financial
Minnesota
$579K
TCPW
1023
Twin City Private Wealth
North Carolina
$579K +$14K +53 +3%
CI
1024
CX Institutional
Indiana
$577K -$6.58K -25 -1%
DWM
1025
Diversify Wealth Management
Utah
$577K +$32.7K +124 +6%