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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
451
M Holdings Securities
Oregon
$267K +$52.9K +1,397 +18%
GFS
452
GYL Financial Synergies
Connecticut
$265K +$341K +8,993 New
BIA
453
Bigelow Investment Advisors
Maine
$264K
TBA
454
Tower Bridge Advisors
Pennsylvania
$263K -$127K -3,362 -27%
SCM
455
Stonebridge Capital Management
California
$263K
FFM
456
Forum Financial Management
Illinois
$259K +$334K +8,808 New
BWP
457
Balboa Wealth Partners
Arizona
$256K +$330K +8,701 New
EWM
458
EPG Wealth Management
Georgia
$253K +$326K +8,610 New
MIS
459
Morningstar Investment Services
Illinois
$248K +$14.4K +380 +5%
CAM
460
Cozad Asset Management
Illinois
$245K -$26.4K -697 -8%
CB
461
Cadence Bank
Mississippi
$244K +$314K +8,295 New
FTDI
462
First Trust Direct Indexing
Massachusetts
$242K -$54.3K -1,433 -15%
CIA
463
Cohen Investment Advisors
New Hampshire
$242K +$9.93K +262 +3%
SW
464
Solidarity Wealth
Utah
$242K +$287K +7,564 New
AWAG
465
ARS Wealth Advisors Group
Florida
$241K -$4.62M -121,942 -94%
BBA
466
BLB&B Advisors
Pennsylvania
$240K -$9.13K -241 -3%
ICG
467
InterOcean Capital Group
Tennessee
$239K -$3.07K -81 -1%
CW
468
CreativeOne Wealth
Kansas
$239K +$308K +8,130 New
SW
469
SteelPeak Wealth
California
$238K +$303K +7,985 New
SWA
470
Sutton Wealth Advisors
Florida
$237K +$218K +5,757 +250%
DAM
471
Delta Asset Management
Tennessee
$237K -$1.74K -46 -0.6%
PFS
472
Prospera Financial Services
Texas
$235K -$8.38K -221 -3%
CBB
473
Citizens Business Bank
California
$235K
BBHC
474
Brown Brothers Harriman & Co
New York
$234K +$5.23K +138 +2%
GT
475
Glenview Trust
Kentucky
$233K -$38 -1 -0%