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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
SeaCrest Wealth Management
New York
$335K +$2.91K +13 +0.8%
IAA
902
Ironsides Asset Advisors
North Carolina
$334K +$98.5K +440 +36%
HL
903
HeadInvest LLC
Maine
$333K -$347K -1,550 -48%
EFS
904
Econ Financial Services
Pennsylvania
$333K +$169K +756 +83%
Luther King Capital Management (LKCM)
905
Luther King Capital Management (LKCM)
Texas
$333K
CFS
906
Cannon Financial Strategists
Georgia
$332K
TL
907
Tradewinds LLC
North Carolina
$331K +$370K +1,655 New
RB
908
Renasant Bank
Mississippi
$328K +$67.2K +300 +22%
APWA
909
Atlas Private Wealth Advisors
New Jersey
$328K +$2.24K +10 +0.6%
DLA
910
Douglas Lane & Associates
New York
$327K +$3.13K +14 +0.9%
FFA
911
First Foundation Advisors
California
$326K +$365K +1,629 New
GW
912
GW & Wade
Massachusetts
$323K +$126K +564 +54%
IAIM
913
International Assets Investment Management
Florida
$322K +$23.5K +105 +7%
MA
914
Montag & Associates
Georgia
$321K +$11K +49 +3%
NG
915
Northstar Group
New York
$321K
APA
916
Astoria Portfolio Advisors
New York
$319K +$45.9K +205 +14%
MSFS
917
Main Street Financial Solutions
Pennsylvania
$318K +$23.1K +103 +7%
HWM
918
HB Wealth Management
Georgia
$317K -$83.3K -372 -19%
TTWM
919
TCV Trust & Wealth Management
Virginia
$316K
CCM
920
Coldstream Capital Management
Washington
$315K -$85.1K -380 -19%
AC
921
Avestar Capital
New York
$315K -$13.4K -60 -4%
KA
922
KLCM Advisors
Wisconsin
$314K
CI
923
Cigna Investments
Connecticut
$313K -$47K -210 -12%
BHPW
924
Beverly Hills Private Wealth
California
$313K +$2.02K +9 +0.6%
NFG
925
Nations Financial Group
Iowa
$312K -$1.41M -6,286 -80%