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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
576
Regal Investment Advisors
Michigan
$774K -$150K -11,610 -16%
HC
577
Hamilton Capital
Ohio
$774K +$760K +58,977 New
SAM
578
Secure Asset Management
Michigan
$770K +$4.34K +337 +0.6%
DAS
579
Diversify Advisory Services
Utah
$770K -$8.64K -670 -1%
BFWM
580
Bright Futures Wealth Management
New York
$766K -$70.3K -5,453 -9%
Koshinski Asset Management
581
Koshinski Asset Management
Illinois
$765K +$14K +1,083 +2%
PVI
582
Pine Valley Investments
New Jersey
$761K -$11.5K -890 -2%
AB
583
ANB Bank
Colorado
$753K -$8.16K -633 -1%
Federated Hermes
584
Federated Hermes
Pennsylvania
$752K -$210K -16,326 -22%
FSA
585
Fort Sheridan Advisors
Illinois
$752K -$46.8K -3,630 -6%
NGA
586
Naples Global Advisors
Florida
$751K +$738K +57,271 New
SEIA
587
Signature Estate & Investment Advisors
California
$747K -$60.4K -4,687 -8%
CWS
588
Cypress Wealth Services
California
$745K +$2.48K +192 +0.3%
LFAS
589
Level Four Advisory Services
Texas
$744K +$48.1K +3,727 +7%
GCP
590
GSA Capital Partners
United Kingdom
$744K -$951K -73,737 -57%
FRA
591
Frank Rimerman Advisors
California
$743K +$2.17K +168 +0.3%
IBOK
592
Independence Bank of Kentucky
Kentucky
$741K -$322 -25 -0%
RIM
593
Redwood Investment Management
Arizona
$738K -$740K -57,424 -51%
WI
594
Westbourne Investments
Virginia
$738K +$29.7K +2,303 +4%
CH
595
Canton Hathaway
Rhode Island
$731K
CA
596
Calton & Associates
Florida
$731K +$8.9K +690 +1%
PA
597
Profund Advisors
Maryland
$730K -$65.6K -5,086 -8%
TE
598
Tema ETFs
New York
$725K -$2.11K -164 -0.3%
CFFP
599
Center for Financial Planning
Michigan
$724K -$2.13K -165 -0.3%
SOS
600
Silver Oak Securities
Tennessee
$724K -$516 -40 -0.1%