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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
826
Cohen Capital Management
California
$1.03M
CF
827
Centaurus Financial
California
$1.03M +$152K +6,954 +18%
BI
828
Ballast Inc
Kentucky
$1.02M +$49.8K +2,276 +5%
BFA
829
Bragg Financial Advisors
North Carolina
$1.02M -$454K -20,759 -32%
MCC
830
Money Concepts Capital
Florida
$1.01M -$4.49K -205 -0.5%
AAIS
831
ABN AMRO Investment Solutions
$1.01M -$72.9K -3,333 -7%
UB
832
UMB Bank
Missouri
$1M -$312K -14,256 -24%
MWM
833
Modera Wealth Management
New Jersey
$1M -$36.2K -1,654 -4%
WBC
834
Westpac Banking Corp
Australia
$1M -$662K -30,233 -41%
CW
835
CreativeOne Wealth
Kansas
$1M -$246K -11,227 -20%
PG
836
Prostatis Group
Maryland
$996K -$12.3K -562 -1%
RH
837
RFG Holdings
Texas
$993K +$304K +13,901 +47%
ADL
838
Asset Dedication LLC
California
$988K -$129K -5,882 -12%
1C
839
111 Capital
France
$987K +$18.4K +840 +2%
BAM
840
Belpointe Asset Management
Nevada
$986K -$24.9K -1,137 -3%
CI
841
Cigna Investments
Connecticut
$985K -$6.28K -287 -0.7%
CFG
842
Citizens Financial Group
Rhode Island
$983K +$203K +9,269 +27%
WA
843
WealthTrust Axiom
Pennsylvania
$978K -$300K -13,717 -24%
KJWM
844
Kiley Juergens Wealth Management
Washington
$975K -$7.62K -348 -0.8%
CPIG
845
Chicago Partners Investment Group
Illinois
$974K -$62.8K -2,868 -6%
DAS
846
Diversify Advisory Services
Utah
$971K +$806K +36,848 +339%
AG
847
AlTi Global
New York
$969K -$96.4K -4,405 -9%
Luther King Capital Management (LKCM)
848
Luther King Capital Management (LKCM)
Texas
$968K -$58.5K -2,674 -6%
MMA
849
Miracle Mile Advisors
California
$967K -$408K -18,647 -30%
SM
850
STF Management
Texas
$964K +$53K +2,421 +6%