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Name Holding Trade Value Shares
Change
Change in
Stake
BDL
1276
Banque de Luxembourg
Luxembourg
$254K
LDB
1277
Lee, Danner & Bass
Tennessee
$253K
VA
1278
VestGen Advisors
Illinois
$253K +$5.85K +23 +3%
AA
1279
Apriem Advisors
California
$252K
PWG
1280
Portside Wealth Group
Utah
$252K +$26.2K +103 +12%
LF
1281
Lantz Financial
Illinois
$252K +$3.3K +13 +1%
PFW
1282
Petros Family Wealth
Minnesota
$252K -$36.6K -144 -13%
HA
1283
Huntleigh Advisors
Missouri
$251K
NL
1284
NWAM LLC
Washington
$251K +$32.5K +128 +16%
FIA
1285
Foundations Investment Advisors
Arizona
$249K -$50.6K -199 -18%
RCM
1286
Radnor Capital Management
Pennsylvania
$249K
PFM
1287
Patton Fund Management
Texas
$249K +$235K +924 New
SWP
1288
Summit Wealth Partners
Florida
$249K -$24.1K -95 -9%
DCA
1289
DSG Capital Advisors
Minnesota
$248K
KWM
1290
KFG Wealth Management
Indiana
$248K +$2.8K +11 +1%
PIA
1291
Perennial Investment Advisors
California
$247K +$10.4K +41 +5%
OWCM
1292
One Wealth Capital Management
Arizona
$247K -$10.7K -42 -4%
IF
1293
Integrity Financial
Wyoming
$246K
PW
1294
PUREfi Wealth
Massachusetts
$245K
SAM
1295
Sawgrass Asset Management
Florida
$245K -$71.7K -282 -24%
WA
1296
Westfuller Advisors
New York
$245K -$29.2K -115 -11%
CCA
1297
Catalyst Capital Advisors
New York
$244K +$96.6K +380 +72%
AT
1298
Avalon Trust
New Mexico
$242K -$1.27K -5 -0.6%
BOM
1299
Bank of Marin
California
$242K -$3.05K -12 -1%
CFG
1300
Carr Financial Group
Massachusetts
$242K