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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
801
Values First Advisors
Tennessee
$312K +$37.1K +391 +13%
OFO
802
OneAscent Family Office
Alabama
$306K -$15.7K -166 -5%
PA
803
Pinnacle Associates
New York
$305K -$12.1K -128 -4%
MC
804
Mathes Company
New York
$305K
MCA
805
Millennium Capital Advisors
Arkansas
$304K
SWM
806
SeaCrest Wealth Management
New York
$304K
TWP
807
Triad Wealth Partners
Kansas
$301K -$25.1K -265 -8%
CM
808
Castleark Management
Illinois
$298K +$151K +1,590 +98%
SFG
809
SageGuard Financial Group
Tennessee
$294K +$302K +3,185 New
TWM
810
Trueblood Wealth Management
Ohio
$294K +$6.17K +65 +2%
CFFP
811
Center for Financial Planning
Michigan
$292K +$300K +3,164 New
PA
812
Prossimo Advisors
California
$284K -$15.6K -164 -5%
EFS
813
Essex Financial Services
Connecticut
$284K +$4.36K +46 +2%
A
814
Argentarii
Ohio
$283K
SI
815
Saxon Interests
Texas
$282K +$290K +3,055 New
AWE
816
Avidian Wealth Enterprises
Texas
$282K +$17.2K +181 +6%
HPBT
817
Hickory Point Bank & Trust
Illinois
$279K
AC
818
Armistice Capital
New York
$278K +$285K +3,009 New
FFB
819
First Financial Bankshares
Texas
$278K -$3.89K -41 -1%
PWPS
820
Pinnacle Wealth Planning Services
Ohio
$276K +$5.41K +57 +2%
BP
821
Ballentine Partners
Massachusetts
$275K -$28.6K -301 -9%
AFP
822
Ausdal Financial Partners
Iowa
$275K -$62.2K -656 -18%
PCA
823
Prosperity Capital Advisors
Ohio
$275K -$22.8K -240 -7%
AA
824
ABC Arbitrage
France
$275K +$282K +2,970 New
YIA
825
YHB Investment Advisors
Connecticut
$274K