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Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
876
Legacy Capital Wealth Partners
Arkansas
$486K -$28K -625 -6%
FCMC
877
Founders Capital Management (Connecticut)
Connecticut
$484K
CTI
878
Community Trust & Investment
Kentucky
$483K -$50K -1,115 -10%
DMBA
879
Deseret Mutual Benefit Administrators
Utah
$482K +$237K +5,282 +103%
NSIM
880
North Star Investment Management
Illinois
$481K +$404 +9 +0.1%
TWM
881
Tradition Wealth Management
Minnesota
$478K +$2.92K +65 +0.6%
CIA
882
Choate Investment Advisors
Massachusetts
$476K -$11.7K -261 -2%
KWM
883
Kassira Wealth Management
Tennessee
$474K +$458K +10,217 New
AA
884
Apriem Advisors
California
$473K -$184K -4,100 -29%
OFS
885
OneAscent Financial Services
Alabama
$470K +$158K +3,521 +53%
SCA
886
Stonebridge Capital Advisors
Minnesota
$469K +$1.12K +25 +0.2%
FCG
887
Fielder Capital Group
Tennessee
$469K +$41.1K +917 +10%
BCWM
888
Bartlett & Co Wealth Management
Ohio
$467K +$673 +15 +0.1%
D
889
Drystone
Virginia
$464K
AWP
890
Abacus Wealth Partners
California
$463K -$111K -2,471 -20%
FA
891
Fiduciary Alliance
South Carolina
$462K +$467K +10,409 New
SFS
892
Sowell Financial Services
Arkansas
$460K +$194K +4,328 +78%
GS
893
GTS Securities
Florida
$459K -$439K -9,776 -50%
CWM
894
Cooke Wealth Management
California
$459K
CIAS
895
CFS Investment Advisory Services
New Jersey
$457K +$5.12K +114 +1%
CIS
896
Custom Index Systems
New York
$450K +$14.9K +331 +4%
FM
897
Family Management
New York
$450K
SWM
898
Shrier Wealth Management
California
$441K +$94.9K +2,115 +29%
IA
899
Inspire Advisors
Idaho
$439K +$424K +9,453 New
CCG
900
Cypress Capital Group
Florida
$437K -$5.83K -130 -1%