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Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
851
Jamison Private Wealth Management
Georgia
$323K +$28.6K +284 +11%
CP
852
Castleview Partners
Texas
$323K +$289K +2,871 New
ECA
853
Elevated Capital Advisors
Utah
$321K -$1.05M -10,400 -78%
SP
854
Successful Portfolios
Florida
$321K +$302 +3 +0.1%
FFA
855
Founders Financial Alliance
North Carolina
$317K +$34.6K +344 +14%
SS
856
Sunbelt Securities
Texas
$317K +$1.31K +13 +0.5%
PFM
857
Patton Fund Management
Texas
$316K -$6.07M -60,355 -96%
TC
858
Tannin Capital
North Carolina
$316K +$282K +2,808 New
OFO
859
OneAscent Family Office
Alabama
$313K -$52.5K -522 -16%
CWM
860
CarsonAllaria Wealth Management
Illinois
$313K -$6.44K -64 -2%
PIA
861
Pinion Investment Advisors
Kansas
$311K -$18.3K -182 -6%
NFSG
862
Newbridge Financial Services Group
Florida
$309K +$159K +1,584 +136%
MSF
863
Mustard Seed Financial
Arkansas
$308K +$17.3K +172 +7%
Luther King Capital Management (LKCM)
864
Luther King Capital Management (LKCM)
Texas
$308K +$276K +2,741 New
SHFP
865
Second Half Financial Partners
Florida
$307K
BAAM
866
Baker Avenue Asset Management
California
$307K +$7.44K +74 +3%
IRP
867
Investment Research Partners
Pennsylvania
$304K
CA
868
Commerzbank Aktiengesellschaft
Germany
$303K -$5.83K -58 -2%
HIS
869
Harvest Investment Services
Illinois
$302K +$43.9K +436 +19%
Optiver Holding
870
Optiver Holding
Netherlands
$300K +$269K +2,669 New
BF
871
BOK Financial
Oklahoma
$297K -$7.14K -71 -3%
HFM
872
Harvest Fund Management
China
$295K +$121K +1,202 +84%
PWMAG
873
Pinnacle Wealth Management Advisory Group
New Jersey
$295K +$9.05K +90 +4%
EFS
874
Essex Financial Services
Connecticut
$294K -$45.1K -448 -15%
TLP
875
Trinity Legacy Partners
Texas
$294K -$12.6K -125 -5%