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Name Holding Trade Value Shares
Change
Change in
Stake
SM
2401
Sweeney & Michel
California
$568K +$3.78K +15 +0.6%
GS
2402
GTS Securities
Florida
$568K -$297K -1,177 -37%
Loomis, Sayles & Company
2403
Loomis, Sayles & Company
Massachusetts
$568K +$318K +1,263 +167%
CFG
2404
CKW Financial Group
Hawaii
$568K +$6.05K +24 +1%
CMTU
2405
Capital Markets Trading (UK)
United Kingdom
$567K -$265K -1,052 -34%
TCBWMS
2406
Texas Capital Bank Wealth Management Services
Texas
$566K +$28.5K +113 +6%
BIA
2407
Beacon Investment Advisors
Maryland
$565K
JFGLC
2408
Johnson Financial Group LLC (Colorado)
Colorado
$564K +$200K +793 +65%
PBO
2409
Peoples Bank (Ohio)
Ohio
$563K +$2.52K +10 +0.5%
WAM
2410
Worth Asset Management
Texas
$563K +$67.8K +269 +16%
FPL
2411
Fortress Private Ledger
North Carolina
$563K -$560K -2,224 -53%
SRB
2412
Shotwell Rutter Baer
Michigan
$563K
MTC
2413
McDaniel Terry & Co
Texas
$559K
FFA
2414
Fragasso Financial Advisors
Pennsylvania
$558K -$14.4K -57 -3%
MHR
2415
Matthew Hamilton Rosenberg
$558K +$26.5K +105 +6%
FDCP
2416
Foster Dykema Cabot & Partners
Massachusetts
$557K
BHPW
2417
Beverly Hills Private Wealth
California
$557K -$350K -1,390 -41%
AFO
2418
Arrowroot Family Office
California
$556K -$24.2K -96 -5%
BWM
2419
Buckley Wealth Management
Nevada
$554K +$496K +1,970 New
PCI
2420
Planning Center Inc
Illinois
$554K -$252 -1 -0.1%
CV
2421
Counterweight Ventures
North Carolina
$553K
EFG
2422
Everest Financial Group
Minnesota
$552K -$2.27K -9 -0.5%
MPW
2423
MA Private Wealth
California
$551K -$4.28K -17 -0.9%
WIC
2424
Willis Investment Counsel
Georgia
$551K +$5.79K +23 +1%
MWP
2425
Madison Wealth Partners
Wisconsin
$550K +$218K +866 +79%