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Name Holding Trade Value Shares
Change
Change in
Stake
ATS
826
Ashton Thomas Securities
New York
$388K +$12.7K +113 +3%
CWS
827
Cypress Wealth Services
California
$384K -$73.6K -653 -16%
AWM
828
Accurate Wealth Management
Florida
$383K +$30.9K +274 +9%
CAM
829
Cidel Asset Management
Ontario, Canada
$383K
CA
830
Calton & Associates
Florida
$381K -$250K -2,215 -40%
CCG
831
Cypress Capital Group
Florida
$381K -$49.6K -440 -12%
BONST
832
Bank of Nova Scotia Trust
Ontario, Canada
$381K
MC
833
Mathes Company
New York
$379K
MCA
834
Millennium Capital Advisors
Arkansas
$378K -$113 -1 -0%
LFA
835
Legacy Financial Advisors
Kentucky
$374K +$40.6K +360 +12%
IWA
836
Invera Wealth Advisors
Oregon
$373K -$19.3K -171 -5%
RCAG
837
Rehmann Capital Advisory Group
Michigan
$372K +$3.16K +28 +0.9%
ACA
838
Atlas Capital Advisors
Wyoming
$370K
PWMAG
839
Pinnacle Wealth Management Advisory Group
New Jersey
$368K +$65.6K +582 +22%
CIM
840
Cambria Investment Management
California
$367K +$361K +3,199 New
AWE
841
Avidian Wealth Enterprises
Texas
$365K +$5.97K +53 +2%
CFFP
842
Center for Financial Planning
Michigan
$363K
BP
843
Ballentine Partners
Massachusetts
$360K +$10.5K +93 +3%
EWS
844
Evergreen Wealth Solutions
Pennsylvania
$358K +$377K +3,346 New
TWM
845
Trueblood Wealth Management
Ohio
$357K
PE
846
PCM Encore
Colorado
$354K -$1.69K -15 -0.5%
SFG
847
SageGuard Financial Group
Tennessee
$354K -$13.1K -116 -4%
PWPS
848
Pinnacle Wealth Planning Services
Ohio
$354K +$3.83K +34 +1%
SAM
849
Smartleaf Asset Management
Massachusetts
$353K
HFS
850
Hantz Financial Services
Michigan
$353K +$60K +532 +21%