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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
826
Capital Investment Advisors
Georgia
$536K -$73.8K -1,068 -13%
BFG
827
Beacon Financial Group
Texas
$534K -$138 -2 -0%
LFG
828
Larson Financial Group
Missouri
$533K -$159K -2,305 -24%
BAM
829
Belpointe Asset Management
Nevada
$532K -$15.4K -223 -3%
ACM
830
Advisors Capital Management
New Jersey
$527K -$414 -6 -0.1%
HGA
831
Hobbs Group Advisors
South Carolina
$524K +$504K +7,303 New
MYLI
832
Meiji Yasuda Life Insurance
Japan
$524K +$504K +7,300 New
WIA
833
World Investment Advisors
California
$523K +$58.7K +850 +13%
DWT
834
Dorsey & Whitney Trust
South Dakota
$522K -$26K -376 -5%
PFM
835
Phillips Financial Management
Indiana
$521K -$11.2K -162 -2%
LCGC
836
Legacy Capital Group California
California
$518K -$19.8K -286 -4%
EFP
837
Elser Financial Planning
Indiana
$515K -$51.7K -748 -9%
QWP
838
Quotient Wealth Partners
Texas
$515K -$14.6K -211 -3%
SA
839
SRH Advisors
Kansas
$515K
WWM
840
Western Wealth Management
Colorado
$514K -$7.04K -102 -1%
SEP
841
Southland Equity Partners
Missouri
$513K +$226K +3,271 +84%
ECM
842
Evergreen Capital Management
Washington
$513K +$9.12K +132 +2%
MW
843
Maia Wealth
Colorado
$511K +$492K +7,124 New
GBT
844
Grove Bank & Trust
Florida
$510K -$333K -4,827 -40%
SC
845
SummitTX Capital
Texas
$504K +$485K +7,022 New
KTC
846
Kentucky Trust Company
Kentucky
$501K
CCA
847
Checchi Capital Advisers
California
$500K -$17.3K -251 -3%
Bank Julius Baer & Co
848
Bank Julius Baer & Co
Switzerland
$496K +$423K +6,128 +776%
NP
849
NorthRock Partners
Minnesota
$495K -$12K -174 -2%
RCM
850
Raleigh Capital Management
North Carolina
$490K -$87.6K -1,269 -16%