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Name Holding Trade Value Shares
Change
Change in
Stake
CG
826
Curat Global
New Hampshire
$356K +$141K +1,400 +79%
CFFP
827
Center for Financial Planning
Michigan
$356K – – –
AWE
828
Avidian Wealth Enterprises
Texas
$351K +$7.34K +73 +2%
TWM
829
Trueblood Wealth Management
Ohio
$350K -$6.34K -63 -2%
PE
830
PCM Encore
Colorado
$348K +$22.8K +227 +8%
A
831
Argentarii
Ohio
$345K +$1.11K +11 +0.4%
SIC
832
Sterling Investment Counsel
New York
$344K -$348K -3,460 -53%
BWM
833
Baron Wealth Management
Michigan
$343K +$36.2K +360 +13%
PWPS
834
Pinnacle Wealth Planning Services
Ohio
$342K +$6.34K +63 +2%
BP
835
Ballentine Partners
Massachusetts
$341K +$6.04K +60 +2%
FHC
836
First Heartland Consultants
Missouri
$341K -$264K -2,621 -46%
SACTSONJ
837
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$340K +$304K +3,025 New
FFB
838
First Financial Bankshares
Texas
$338K – – –
SAM
839
Smartleaf Asset Management
Massachusetts
$337K +$16.2K +161 +6%
HPBT
840
Hickory Point Bank & Trust
Illinois
$337K -$2.01K -20 -0.7%
PCA
841
Prosperity Capital Advisors
Ohio
$335K +$402 +4 +0.1%
SAI
842
Savvy Advisors Inc
New York
$334K +$36K +358 +14%
CFA
843
Collaborative Fund Advisors
Nevada
$333K +$299K +2,968 New
YIA
844
YHB Investment Advisors
Connecticut
$333K – – –
MWM
845
Moran Wealth Management
Florida
$329K -$52.4K -521 -15%
EWM
846
Evercore Wealth Management
New York
$329K – – –
AWAP
847
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K -$905 -9 -0.3%
BFO
848
Biltmore Family Office
North Carolina
$328K +$294K +2,918 New
LFA
849
Legacy Financial Advisors
Kentucky
$325K +$30.2K +300 +12%
WA
850
Wealth Alliance
New York
$325K -$1.41K -14 -0.5%