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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1776
Lynx Investment Advisory
District of Columbia
$542K +$544K +3,133 New
CCG
1777
Catalina Capital Group
California
$541K +$139K +801 +34%
WJA
1778
Willis Johnson & Associates
Texas
$541K +$174 +1 +0%
CA
1779
Cornerstone Advisory
Maryland
$541K +$1.22K +7 +0.2%
DG
1780
DMC Group
Alabama
$540K -$18.6K -107 -3%
CHA
1781
Cooper/Haims Advisors
New York
$540K +$39.1K +225 +8%
WA
1782
WBH Advisory
Maryland
$539K -$57.7K -332 -10%
MCM
1783
MV Capital Management
Maryland
$538K +$1.39K +8 +0.3%
KIG
1784
Kennedy Investment Group
New Jersey
$537K +$35.6K +205 +7%
APW
1785
Austin Private Wealth
Texas
$536K +$38.9K +224 +8%
PHS
1786
Pekin Hardy Strauss
Illinois
$535K -$446K -2,568 -45%
UAG
1787
United Advisor Group
Ohio
$534K +$33.9K +195 +7%
WWM
1788
Waterway Wealth Management
Texas
$532K +$37.4K +215 +8%
EFSCE
1789
Enterprise Financial Services Corp (EFSC)
Missouri
$532K -$23.8K -137 -4%
TNB
1790
Thomasville National Bank
Georgia
$531K +$43.6K +251 +9%
RC
1791
Reik & Co
New York
$531K
CA
1792
Callahan Advisors
Texas
$531K
EGA
1793
E&G Advisors
Texas
$531K
SHGA
1794
Sand Hill Global Advisors
California
$530K +$77.1K +444 +17%
PSB
1795
Piscataqua Savings Bank
New Hampshire
$530K
MG
1796
Marex Group
$530K +$532K +3,062 New
CFFP
1797
Center for Financial Planning
Michigan
$529K -$23.3K -134 -4%
CEI
1798
Clark Estates Inc
New York
$528K
ACM
1799
Allred Capital Management
Texas
$528K +$1.91K +11 +0.4%
BCP
1800
Blue Chip Partners
Michigan
$527K -$3.65K -21 -0.7%