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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1026
Cary Street Partners Investment Advisory
Virginia
$130K -$3.42K -34 -3%
GWM
1027
Geneos Wealth Management
Colorado
$129K +$14.1K +140 +14%
AW
1028
Avion Wealth
Texas
$128K -$366K -3,643 -76%
DMBA
1029
Deseret Mutual Benefit Administrators
Utah
$126K +$48.3K +480 +75%
TFGT
1030
TS Financial Group (TSFG)
Illinois
$126K – – –
WTC
1031
WhitTier Trust Company
Nevada
$126K +$9.26K +92 +9%
SWM
1032
SHP Wealth Management
Massachusetts
$122K +$1.91K +19 +2%
BC
1033
Brookfield Corp
Ontario, Canada
$121K -$20.9M -207,843 -99%
TFA
1034
Toth Financial Advisory
Virginia
$121K +$402 +4 +0.4%
CB
1035
Centennial Bank
Arkansas
$120K – – –
M
1036
MOTCO
Texas
$119K – – –
SIA
1037
Strategic Investment Advisors
Michigan
$117K +$105K +1,044 New
KA
1038
Kozak & Associates
Colorado
$115K – – –
GSEP
1039
Golden State Equity Partners
California
$115K +$103K +1,026 New
DAM
1040
Delta Asset Management
Tennessee
$113K – – –
HSA
1041
Hussman Strategic Advisors
Maryland
$112K – – –
NEWAS
1042
N.E.W. Advisory Services
Wisconsin
$107K – – –
TSMHT
1043
Thurston Springer Miller Herd & Titak
Indiana
$106K -$34.8K -346 -27%
WSFG
1044
Wall Street Financial Group
Illinois
$101K +$90.5K +900 New
GIA
1045
GHP Investment Advisors
Colorado
$96K -$26.2K -260 -23%
KSB
1046
Kennebec Savings Bank
Maine
$96K – – –
CT
1047
Clearstead Trust
Maine
$95.5K – – –
ECM
1048
Estabrook Capital Management
New York
$93.3K – – –
TC
1049
Truvestments Capital
Florida
$93.1K +$503 +5 +0.6%
RIL
1050
Rothschild Investment LLC
Illinois
$88.9K +$1.81K +18 +2%