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Name Holding Trade Value Shares
Change
Change in
Stake
WA
826
Wealth Alliance
New York
$244K +$221K +6,958 New
BFG
827
Beacon Financial Group
Texas
$242K +$219K +6,901 New
TCA
828
Transcend Capital Advisors
New Jersey
$241K +$218K +6,882 New
WWM
829
Western Wealth Management
Colorado
$239K +$5.08K +160 +2%
LGF
830
LGT Group Foundation
Liechtenstein
$239K – – –
TPWA
831
TRUE Private Wealth Advisors
Oregon
$239K -$4.47K -141 -2%
SC
832
Syon Capital
California
$238K +$1.71K +54 +0.8%
PBO
833
Peoples Bank (Ohio)
Ohio
$238K +$215K +6,791 New
DAS
834
Dynamic Advisor Solutions
Arizona
$237K -$9.65K -304 -4%
AAG
835
Armstrong Advisory Group
Massachusetts
$235K +$3.87K +122 +2%
DIM
836
Delta Investment Management
California
$233K +$159 +5 +0.1%
KIA
837
KCM Investment Advisors
California
$232K – – –
IRC
838
Investors Research Corp
Georgia
$232K – – –
AFG
839
Atomi Financial Group
New York
$232K +$210K +6,613 New
Fisher Asset Management
840
Fisher Asset Management
Washington
$231K -$146K -4,589 -41%
CWM
841
Compass Wealth Management
Connecticut
$229K -$25.4K -800 -11%
LWM
842
LongView Wealth Management
Georgia
$228K +$207K +6,521 New
AWM
843
Angeles Wealth Management
California
$227K +$205K +6,474 New
MFG
844
MidWestOne Financial Group
Iowa
$225K +$204K +6,438 New
AG
845
AlTi Global
New York
$225K -$26.4K -832 -12%
BO
846
Bank OZK
Arkansas
$224K +$203K +6,403 New
PWM
847
Partnership Wealth Management
Maryland
$224K – – –
CAM
848
Claret Asset Management
Quebec, Canada
$224K -$24K -755 -11%
SIG
849
Stonegate Investment Group
Alabama
$223K +$202K +6,379 New
HFM
850
Harvest Fund Management
China
$222K +$201K +6,341 New