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Name Holding Trade Value Shares
Change
Change in
Stake
TIP
2401
Tandem Investment Partners
New Jersey
$575K +$756 +3 +0.1%
NFG
2402
Nadler Financial Group
Illinois
$575K +$4.79K +19 +0.9%
CWP
2403
CFM Wealth Partners
Texas
$574K – – –
V
2404
VeraBank
Texas
$574K -$37.8K -150 -7%
SAI
2405
Systematic Alpha Investments
New Jersey
$574K – – –
IPW
2406
Inlet Private Wealth
Florida
$574K -$630K -2,500 -55%
CW
2407
Channel Wealth
California
$573K +$11.1K +44 +2%
SFP
2408
SwitchPoint Financial Planning
Utah
$573K -$2.27K -9 -0.4%
WIC
2409
Woodmont Investment Counsel
Tennessee
$573K +$5.79K +23 +1%
USB
2410
Union Savings Bank
Connecticut
$573K -$15.6K -62 -3%
EP
2411
Edgestream Partners
New Jersey
$571K +$78.6K +312 +18%
6F
2412
626 Financial
Michigan
$570K -$6.3K -25 -1%
1WM
2413
1900 Wealth Management
Texas
$570K +$221K +877 +76%
TCM
2414
Traynor Capital Management
Pennsylvania
$569K +$36K +143 +8%
SM
2415
Sweeney & Michel
California
$568K +$3.78K +15 +0.6%
GS
2416
GTS Securities
Florida
$568K -$297K -1,177 -37%
Loomis, Sayles & Company
2417
Loomis, Sayles & Company
Massachusetts
$568K +$318K +1,263 +167%
CFG
2418
CKW Financial Group
Hawaii
$568K +$6.05K +24 +1%
CMTU
2419
Capital Markets Trading (UK)
United Kingdom
$567K -$265K -1,052 -34%
TCBWMS
2420
Texas Capital Bank Wealth Management Services
Texas
$566K +$28.5K +113 +6%
BIA
2421
Beacon Investment Advisors
Maryland
$565K – – –
JFGLC
2422
Johnson Financial Group LLC (Colorado)
Colorado
$564K +$200K +793 +65%
PBO
2423
Peoples Bank (Ohio)
Ohio
$563K +$2.52K +10 +0.5%
WAM
2424
Worth Asset Management
Texas
$563K +$67.8K +269 +16%
FPL
2425
Fortress Private Ledger
North Carolina
$563K -$560K -2,224 -53%