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Name Holding Trade Value Shares
Change
Change in
Stake
SW
776
Simplicity Wealth
New Jersey
$486K -$12.3K -109 -3%
PA
777
Pinnacle Associates
New York
$485K +$65.6K +582 +16%
DA
778
Dougherty & Associates
Florida
$485K +$451 +4 +0.1%
SOAM
779
SBI Okasan Asset Management
Japan
$485K +$63.8K +566 +16%
LFG
780
Larson Financial Group
Missouri
$484K +$291K +2,581 +158%
MCM
781
MAI Capital Management
Ohio
$484K -$14.8K -131 -3%
RA
782
RFG Advisory
Alabama
$480K +$62.6K +555 +15%
MAM
783
Mystic Asset Management
Rhode Island
$474K – – –
PTP
784
Platform Technology Partners
New York
$471K -$7.1K -63 -2%
IAIM
785
International Assets Investment Management
Florida
$461K +$21.6K +192 +5%
AC
786
Avestar Capital
New York
$457K -$1.58K -14 -0.4%
ERIC
787
Eagle Rock Investment Company
Georgia
$454K – – –
SAI
788
Savvy Advisors Inc
New York
$452K +$109K +966 +32%
TH
789
TCTC Holdings
Texas
$450K – – –
PL
790
Plancorp LLC
Missouri
$448K +$440K +3,901 New
TC
791
Trilogy Capital
California
$448K -$13.3K -118 -3%
PCP
792
Proficio Capital Partners
Massachusetts
$446K +$438K +3,881 New
FA
793
Fiduciary Alliance
South Carolina
$445K -$2.37K -21 -0.5%
VSQM
794
V-Square Quantitative Management
Illinois
$442K +$10.4K +92 +2%
OFS
795
OneAscent Financial Services
Alabama
$441K -$194K -1,720 -31%
FHC
796
First Horizon Corporation
Tennessee
$440K -$2.82K -25 -0.6%
QI
797
Qtron Investments
Massachusetts
$440K -$1.01M -8,987 -70%
TYCC
798
Texas Yale Capital Corp
Florida
$439K – – –
NA
799
Navellier & Associates
Nevada
$431K +$423K +3,755 New
SSW
800
Smith Shellnut Wilson
Mississippi
$431K – – –