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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
851
Dorsey & Whitney Trust
South Dakota
$325K +$41.4K +412 +17%
JPWM
852
Jamison Private Wealth Management
Georgia
$323K +$28.6K +284 +11%
CP
853
Castleview Partners
Texas
$323K +$289K +2,871 New
ECA
854
Elevated Capital Advisors
Utah
$321K -$1.05M -10,400 -78%
SP
855
Successful Portfolios
Florida
$321K +$302 +3 +0.1%
FFA
856
Founders Financial Alliance
North Carolina
$317K +$34.6K +344 +14%
SS
857
Sunbelt Securities
Texas
$317K +$1.31K +13 +0.5%
PFM
858
Patton Fund Management
Texas
$316K -$6.07M -60,355 -96%
TC
859
Tannin Capital
North Carolina
$316K +$282K +2,808 New
OFO
860
OneAscent Family Office
Alabama
$313K -$52.5K -522 -16%
CWM
861
CarsonAllaria Wealth Management
Illinois
$313K -$6.44K -64 -2%
PIA
862
Pinion Investment Advisors
Kansas
$311K -$18.3K -182 -6%
NFSG
863
Newbridge Financial Services Group
Florida
$309K +$159K +1,584 +136%
MSF
864
Mustard Seed Financial
Arkansas
$308K +$17.3K +172 +7%
Luther King Capital Management (LKCM)
865
Luther King Capital Management (LKCM)
Texas
$308K +$276K +2,741 New
SHFP
866
Second Half Financial Partners
Florida
$307K – – –
BAAM
867
Baker Avenue Asset Management
California
$307K +$7.44K +74 +3%
IRP
868
Investment Research Partners
Pennsylvania
$304K – – –
CA
869
Commerzbank Aktiengesellschaft
Germany
$303K -$5.83K -58 -2%
HIS
870
Harvest Investment Services
Illinois
$302K +$43.9K +436 +19%
Optiver Holding
871
Optiver Holding
Netherlands
$300K +$269K +2,669 New
BF
872
BOK Financial
Oklahoma
$297K -$7.14K -71 -3%
HFM
873
Harvest Fund Management
China
$295K +$121K +1,202 +84%
PWMAG
874
Pinnacle Wealth Management Advisory Group
New Jersey
$295K +$9.05K +90 +4%
EFS
875
Essex Financial Services
Connecticut
$294K -$45.1K -448 -15%