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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1201
Harfst & Associates
Wyoming
$324K -$377K -2,145 -57%
NP
1202
NorthRock Partners
Minnesota
$324K -$69.5K -395 -20%
BWP
1203
Balboa Wealth Partners
Arizona
$323K +$71.1K +404 +34%
CT
1204
Caldwell Trust
Florida
$322K +$19.9K +113 +8%
TAIM
1205
TD Ameritrade Investment Management
Nebraska
$322K -$142K -809 -34%
PCA
1206
Prosperity Capital Advisors
Ohio
$322K -$122K -692 -30%
JWM
1207
Janiczek Wealth Management
Colorado
$322K +$1.41K +8 +0.5%
SIC
1208
Sigma Investment Counselors
Michigan
$322K
MFS
1209
Mirabella Financial Services
United Kingdom
$320K +$280K +1,592 New
SG
1210
StoneX Group
New York
$318K +$68.6K +390 +33%
FCAG
1211
First Capital Advisors Group
New Jersey
$317K
SIA
1212
SkyView Investment Advisors
New Jersey
$317K
FHA
1213
Flagship Harbor Advisors
Massachusetts
$317K
LSPW
1214
Lake Street Private Wealth
Illinois
$314K -$691K -3,927 -72%
PFA
1215
Pathway Financial Advisors
Vermont
$314K
SIM
1216
SSI Investment Management
California
$312K -$44K -250 -14%
PMFA
1217
Plante Moran Financial Advisors
Michigan
$311K -$2.29K -13 -0.8%
CFO
1218
CVA Family Office
Colorado
$311K -$6.86K -39 -2%
WHC
1219
Wulff, Hansen & Co
California
$310K
CAL
1220
Capital Advisors Ltd
Ohio
$309K
PAG
1221
Paladin Advisory Group
Iowa
$309K
OC
1222
Oakworth Capital
Alabama
$306K +$24.8K +141 +10%
PPWM
1223
Paragon Private Wealth Management
Kentucky
$306K
TIM
1224
Tevis Investment Management
Texas
$306K +$267K +1,520 New
JSAM
1225
J. Safra Asset Management
New York
$305K +$15.7K +89 +6%