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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1026
Avion Wealth
Texas
$128K -$366K -3,643 -76%
DMBA
1027
Deseret Mutual Benefit Administrators
Utah
$126K +$48.3K +480 +75%
TFGT
1028
TS Financial Group (TSFG)
Illinois
$126K
WTC
1029
WhitTier Trust Company
Nevada
$126K +$9.26K +92 +9%
SWM
1030
SHP Wealth Management
Massachusetts
$122K +$1.91K +19 +2%
BC
1031
Brookfield Corp
Ontario, Canada
$121K -$20.9M -207,843 -99%
TFA
1032
Toth Financial Advisory
Virginia
$121K +$402 +4 +0.4%
CB
1033
Centennial Bank
Arkansas
$120K
M
1034
MOTCO
Texas
$119K
SIA
1035
Strategic Investment Advisors
Michigan
$117K +$105K +1,044 New
KA
1036
Kozak & Associates
Colorado
$115K
GSEP
1037
Golden State Equity Partners
California
$115K +$103K +1,026 New
DAM
1038
Delta Asset Management
Tennessee
$113K
HSA
1039
Hussman Strategic Advisors
Maryland
$112K
NEWAS
1040
N.E.W. Advisory Services
Wisconsin
$107K
TSMHT
1041
Thurston Springer Miller Herd & Titak
Indiana
$106K -$34.8K -346 -27%
WSFG
1042
Wall Street Financial Group
Illinois
$101K +$90.5K +900 New
GIA
1043
GHP Investment Advisors
Colorado
$96K -$26.2K -260 -23%
KSB
1044
Kennebec Savings Bank
Maine
$96K
CT
1045
Clearstead Trust
Maine
$95.5K
ECM
1046
Estabrook Capital Management
New York
$93.3K
TC
1047
Truvestments Capital
Florida
$93.1K +$503 +5 +0.6%
RIL
1048
Rothschild Investment LLC
Illinois
$88.9K +$1.81K +18 +2%
YDMI
1049
Y.D. More Investments
Israel
$88.3K +$15.5K +154 +24%
SS
1050
SBI Securities
Japan
$88K +$14.2K +141 +22%