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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
976
Burke & Herbert Bank & Trust
Virginia
$588K -$8.08K -15 -1%
TC
977
Truvestments Capital
Florida
$587K +$9.16K +17 +2%
ASC
978
Atalanta Sosnoff Capital
New York
$585K -$2.69K -5 -0.5%
MSFS
979
Main Street Financial Solutions
Pennsylvania
$585K +$19.4K +36 +3%
AG
980
AlphaSimPlex Group
Massachusetts
$584K +$584K +1,083 New
MG
981
Mather Group
Illinois
$583K -$43.1K -80 -7%
CA
982
Calton & Associates
Florida
$578K -$139K -257 -19%
TIA
983
Tiemann Investment Advisors
California
$575K -$40.4K -75 -7%
SC
984
SouthState Corp
Florida
$575K
RF
985
RHS Financial
California
$571K -$35.6K -66 -6%
CGA
986
Crescent Grove Advisors
Illinois
$570K +$569K +1,056 New
Lido Advisors
987
Lido Advisors
California
$558K +$10.2K +19 +2%
TCM
988
Traynor Capital Management
Pennsylvania
$557K -$9.7K -18 -2%
RWB
989
RMR Wealth Builders
New Jersey
$556K
KJHP
990
K.J. Harrison & Partners
Ontario, Canada
$553K
PCM
991
Penserra Capital Management
California
$550K +$51.2K +95 +10%
SWM
992
SeaCrest Wealth Management
New York
$542K +$2.69K +5 +0.5%
BDFN
993
Bond & Devick Financial Network
Minnesota
$540K
CBT
994
CoreFirst Bank & Trust
Kansas
$540K
PWMG
995
Pinnacle Wealth Management Group
Michigan
$540K
PWP
996
Principle Wealth Partners
Connecticut
$540K
RC
997
RBF Capital
California
$540K
CT
998
Caldwell Trust
Florida
$539K -$10.2K -19 -2%
SIC
999
Samalin Investment Counsel
New York
$538K +$1.08K +2 +0.2%
LFAS
1000
Level Four Advisory Services
Texas
$538K +$17.8K +33 +3%