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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2226
BCU Wealth Advisors
Illinois
$709K +$5.05K +64 +0.7%
PPWM
2227
Paragon Private Wealth Management
Kentucky
$709K +$9.71K +123 +1%
FA
2228
Fagan Associates
New York
$708K – – –
FCMT
2229
Founders Capital Management (Texas)
Texas
$708K +$11.4K +144 +2%
SIA
2230
SeaBridge Investment Advisors
New Jersey
$708K +$161K +2,040 +31%
YDMI
2231
Y.D. More Investments
Israel
$707K +$6.63K +84 +1%
RCP
2232
Rothschild Capital Partners
New York
$707K +$687K +8,701 New
SFG
2233
Snider Financial Group
Washington
$707K – – –
FCM
2234
Firestone Capital Management
Florida
$707K -$947K -11,996 -58%
VCP
2235
Verus Capital Partners
Arizona
$706K -$10.1K -128 -1%
SGWP
2236
Sun Group Wealth Partners
California
$704K -$2.05K -26 -0.3%
KCP
2237
Kera Capital Partners
California
$703K +$307K +3,885 +82%
WF
2238
Wayfinding Financial
Washington
$701K +$36.6K +463 +6%
GHA
2239
Granite Harbor Advisors
Texas
$700K +$25K +316 +4%
WIA
2240
Westbourne Investment Advisors
Maryland
$700K – – –
HFW
2241
Horizon Family Wealth
Illinois
$699K -$34.8K -440 -5%
SWK
2242
Stephen W. Kidder
$699K – – –
FFA
2243
Florida Financial Advisors
Florida
$699K -$79.8K -1,011 -11%
PB
2244
Prosperity Bancshares
Texas
$698K +$202K +2,561 +43%
CP
2245
Castleview Partners
Texas
$695K +$133K +1,678 +24%
SA
2246
SRH Advisors
Kansas
$694K +$68.6K +868 +11%
MIP
2247
Marietta Investment Partners
Wisconsin
$693K – – –
3F
2248
360 Financial
Minnesota
$693K +$3.16K +40 +0.5%
HCWM
2249
Hidden Cove Wealth Management
Washington
$693K +$53.9K +683 +9%
CIA
2250
Cladis Investment Advisory
Montana
$692K +$79 +1 +0%