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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1076
Aldebaran Financial
$518K +$101K +340 +24%
GF
1077
Gabelli Funds
New York
$515K -$22.3K -75 -4%
MWM
1078
Mission Wealth Management
California
$515K +$36.2K +122 +8%
RIA
1079
Regal Investment Advisors
Michigan
$515K +$512K +1,725 New
IA
1080
IFG Advisory
Georgia
$514K -$696K -2,344 -58%
CCIA
1081
Campbell & Co Investment Adviser
Maryland
$514K +$512K +1,724 New
CG
1082
Corundum Group
Colorado
$513K +$13.9K +47 +3%
SG
1083
StoneX Group
New York
$513K +$125K +421 +33%
AA
1084
Ancora Advisors
Ohio
$512K +$68.3K +230 +15%
SIG
1085
Sargent Investment Group
Maryland
$510K +$25.2K +85 +5%
LWM
1086
Lyell Wealth Management
California
$508K -$11.6K -39 -2%
Carson Wealth (CWM LLC)
1087
Carson Wealth (CWM LLC)
Nebraska
$507K – – –
EA
1088
Elm Advisors
California
$507K – – –
MJRIC
1089
Mogy Joel R Investment Counsel
California
$507K – – –
SC
1090
SouthState Corp
Florida
$505K -$34.1K -115 -6%
GFS
1091
GYL Financial Synergies
Connecticut
$505K +$5.64K +19 +1%
PIM
1092
Profit Investment Management
Maryland
$502K – – –
JWCA
1093
J.W. Cole Advisors
Florida
$501K +$33.2K +112 +7%
CW
1094
CreativeOne Wealth
Kansas
$493K -$26.7K -90 -5%
BFA
1095
Bragg Financial Advisors
North Carolina
$493K – – –
ITIM
1096
Indiana Trust & Investment Management
Indiana
$493K +$4.75K +16 +0.9%
HMS
1097
Hanseatic Management Services
New Mexico
$493K +$5.93K +20 +1%
NP
1098
Ninepoint Partners
Ontario, Canada
$493K +$491K +1,654 New
CCM
1099
Coldstream Capital Management
Washington
$488K -$7.71K -26 -2%
IIC
1100
Ironwood Investment Counsel
Arizona
$488K – – –