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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
676
Cidel Asset Management
Ontario, Canada
$249K – – –
SSW
677
Smith Shellnut Wilson
Mississippi
$247K -$8.02K -136 -3%
9WM
678
9258 Wealth Management
Ohio
$246K +$221K +3,744 New
GWM
679
Gibbs Wealth Management
Georgia
$246K +$220K +3,736 New
C
680
CEDRUS
Colorado
$245K -$155K -2,622 -41%
CWM
681
CarsonAllaria Wealth Management
Illinois
$245K +$11.2K +190 +5%
YIA
682
YHB Investment Advisors
Connecticut
$241K +$216K +3,662 New
EW
683
Element Wealth
Mississippi
$241K +$216K +3,660 New
MIC
684
Meridian Investment Counsel
California
$237K +$212K +3,600 New
WCA
685
Westover Capital Advisors
Delaware
$237K +$212K +3,600 New
CIBC World Market
686
CIBC World Market
Ontario, Canada
$235K +$211K +3,574 New
EFG
687
Ethos Financial Group
Pennsylvania
$233K +$209K +3,538 New
SAM
688
Summit Asset Management
Tennessee
$230K +$206K +3,500 New
LEA
689
Legacy Edge Advisors
New York
$230K +$206K +3,496 New
NWAG
690
Net Worth Advisory Group
Utah
$227K +$203K +3,448 New
ACP
691
Aveo Capital Partners
Colorado
$227K -$34.1K -578 -14%
IWM
692
IHT Wealth Management
Illinois
$226K +$202K +3,422 New
NAS
693
Nicolet Advisory Services
Wisconsin
$225K +$200K +3,386 New
EFI
694
EHP Funds Inc
Canada
$224K +$200K +3,400 New
FFWA
695
FRG Family Wealth Advisors
Washington
$223K +$200K +3,390 New
SIA
696
Schechter Investment Advisors
Michigan
$223K +$199K +3,384 New
KWA
697
Kingswood Wealth Advisors
California
$222K +$199K +3,376 New
AWS
698
Atria Wealth Solutions
New York
$221K +$198K +3,356 New
RFS
699
Richardson Financial Services
Massachusetts
$221K – – –
NP
700
NorthRock Partners
Minnesota
$220K +$197K +3,336 New