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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
551
Level Four Advisory Services
Texas
$365K -$11.4K -215 -3%
PAM
552
Panagora Asset Management
Massachusetts
$365K +$368K +6,955 New
IWP
553
Innova Wealth Partners
Pennsylvania
$364K
PT
554
Plimoth Trust
Massachusetts
$363K
PPW
555
Presilium Private Wealth
Pennsylvania
$359K +$362K +6,852 New
OFS
556
OneAscent Financial Services
Alabama
$357K -$3.28K -62 -0.9%
CCM
557
Canal Capital Management
Virginia
$356K
SRC
558
Sage Rhino Capital
California
$356K -$18.9K -357 -5%
AP
559
Americana Partners
Texas
$356K -$85.5K -1,617 -19%
GF
560
Gabelli Funds
New York
$354K
PWS
561
Proactive Wealth Strategies
Georgia
$353K +$2.86K +54 +0.8%
V
562
ViaWealth
Kansas
$353K +$159 +3 +0%
Nomura Holdings
563
Nomura Holdings
Japan
$352K +$355K +6,706 New
DAS
564
Dynamic Advisor Solutions
Arizona
$351K +$10.7K +202 +3%
PP
565
PDS Planning
Ohio
$348K +$10.9K +207 +3%
EC
566
EntryPoint Capital
New York
$348K +$351K +6,632 New
SFWA
567
Summit Financial Wealth Advisors
Louisiana
$345K -$635 -12 -0.2%
MSA
568
Marino Stram & Associates
Massachusetts
$344K +$4.5K +85 +1%
HCP
569
Hexagon Capital Partners
Arkansas
$342K +$19.5K +368 +6%
FAL
570
Focused Alpha LLC
Colorado
$342K +$33.3K +630 +11%
IAN
571
Integrated Advisors Network
Texas
$340K -$38.8K -733 -10%
BC
572
Bridgefront Capital
Texas
$339K +$342K +6,458 New
AMIM
573
Aull & Monroe Investment Management
Alabama
$336K
OC
574
Oarsman Capital
Wisconsin
$336K +$5.13K +97 +2%
RC
575
Rexford Capital
Texas
$334K