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Name Holding Trade Value Shares
Change
Change in
Stake
HF
2676
Holcombe Financial
Georgia
$777K -$104K -268 -11%
ESBC
2677
E.S. Barr & Co
Kentucky
$777K -$2.73K -7 -0.3%
ABWM
2678
Alpine Bank Wealth Management
Colorado
$777K +$826K +2,119 New
SPL
2679
Smart Portfolios LLC
Washington
$777K -$779 -2 -0.1%
VAF
2680
Values Added Financial
District of Columbia
$775K -$103K -265 -11%
AF
2681
Aldebaran Financial
$773K -$5.46K -14 -0.7%
TW
2682
Towerpoint Wealth
California
$773K -$64.3K -165 -7%
IA
2683
Inspire Advisors
Idaho
$769K -$102K -261 -11%
WIA
2684
Wealthedge Investment Advisors
New York
$769K +$46K +118 +6%
VFG
2685
Victory Financial Group
Texas
$769K +$346K +887 +76%
PDL
2686
Portfolio Design Labs
California
$768K -$1.7M -4,366 -68%
S
2687
Sachetta
Massachusetts
$765K -$30.8K -79 -4%
NCFG
2688
New Century Financial Group
New Jersey
$764K +$25.7K +66 +3%
GWM
2689
Gibbs Wealth Management
Georgia
$763K +$55.3K +142 +7%
FPL
2690
Fortress Private Ledger
North Carolina
$762K +$83.4K +214 +11%
AG
2691
AmeriFlex Group
Nevada
$761K -$290K -745 -26%
GCP
2692
Garda Capital Partners
Minnesota
$760K +$809K +2,075 New
BAM
2693
Brave Asset Management
New Jersey
$760K +$28.4K +73 +4%
OPOWM
2694
One Plus One Wealth Management
Florida
$757K -$86.9K -223 -10%
GF
2695
Gries Financial
Ohio
$756K -$1.89M -4,840 -70%
WAL
2696
W Advisors LLC
Tennessee
$756K -$13.3K -34 -2%
Algert Global
2697
Algert Global
California
$755K +$60K +154 +8%
WC
2698
Weil Company
California
$755K -$5.07K -13 -0.6%
TIP
2699
Tandem Investment Partners
New Jersey
$752K -$3.9K -10 -0.5%
LGA
2700
Lebenthal Global Advisors
New York
$743K -$68.2K -175 -8%