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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
726
Partnership Wealth Management
Maryland
$427K +$412K +5,000 New
LIM
727
Lathrop Investment Management
Arkansas
$427K
TH
728
TCTC Holdings
Texas
$421K
MWP
729
Meriwether Wealth & Planning
Louisiana
$419K +$39.9K +485 +11%
CP
730
Camelot Portfolios
Ohio
$419K +$101K +1,227 +33%
KFS
731
Kaizen Financial Strategies
California
$416K -$2.72K -33 -0.7%
NG
732
Norden Group
Utah
$409K -$1.4M -16,997 -78%
ACM
733
Aster Capital Management
United Arab Emirates
$405K +$382K +4,638 New
TNA
734
True North Advisors
Texas
$405K +$390K +4,732 New
IA
735
IFG Advisory
Georgia
$403K +$1.15K +14 +0.3%
CW
736
CreativeOne Wealth
Kansas
$401K +$15K +182 +4%
MCA
737
Millennium Capital Advisors
Arkansas
$400K -$165K -2,000 -30%
Koshinski Asset Management
738
Koshinski Asset Management
Illinois
$399K +$32K +388 +9%
FCP
739
Fidelis Capital Partners
Florida
$398K -$5.11K -62 -1%
PTC
740
Private Trust Company
Ohio
$394K -$10.5K -127 -3%
AIP
741
Ameritas Investment Partners
Nebraska
$393K +$34.6K +420 +10%
OAS
742
Optivise Advisory Services
Tennessee
$393K +$3.95K +48 +1%
PWM
743
Perigon Wealth Management
California
$392K +$1.32K +16 +0.3%
CIAS
744
CFS Investment Advisory Services
New Jersey
$389K +$82 +1 +0%
DJSG
745
D.J. St. Germain
Massachusetts
$388K -$32.9K -400 -8%
SFM
746
Signet Financial Management
New Jersey
$385K -$25.4K -309 -6%
OWM
747
OneAscent Wealth Management
Alabama
$380K -$9.72K -118 -3%
VA
748
VestGen Advisors
Illinois
$379K +$365K +4,428 New
ALAM
749
Asahi Life Asset Management
Japan
$378K +$364K +4,420 New
SOW
750
State of Wyoming
Wyoming
$377K +$363K +4,409 New