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Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
851
Comprehensive Financial Consultants Institutional
Indiana
$703K +$67.5K +235 +10%
SSG
852
Summit Securities Group
New York
$701K -$302K -1,052 -29%
SMH
853
Sanders Morris Harris
Texas
$701K – – –
DWM
854
Dakota Wealth Management
Florida
$699K +$66.1K +230 +10%
AC
855
Abbrea Capital
California
$695K +$11.5K +40 +2%
ZF
856
Zhang Financial
Michigan
$693K +$862 +3 +0.1%
DA
857
DSC Advisors
Illinois
$686K -$107K -374 -13%
LNC
858
Lincoln National Corp
Pennsylvania
$683K -$43.4K -151 -6%
BAM
859
Belpointe Asset Management
Nevada
$682K -$122K -426 -14%
BS
860
Bessemer Securities
New York
$681K – – –
PA
861
PFG Advisors
Arizona
$677K +$51.4K +179 +8%
CA
862
Commerzbank Aktiengesellschaft
Germany
$673K +$717K +2,495 New
TCWM
863
Total Clarity Wealth Management
Illinois
$672K – – –
Fisher Asset Management
864
Fisher Asset Management
Washington
$668K -$173K -603 -20%
TA
865
TFG Advisers
Michigan
$667K +$74.7K +260 +12%
CIAS
866
Capital Investment Advisory Services
North Carolina
$664K -$21.3K -74 -3%
TCA
867
Transcend Capital Advisors
New Jersey
$660K -$23.8K -83 -3%
FMLI
868
Fukoku Mutual Life Insurance
Japan
$656K – – –
WANY
869
Wealthspire Advisors (New York)
New York
$652K +$19.2K +67 +3%
PNAA
870
Pictet North America Advisors
Switzerland
$650K -$80.1K -279 -11%
CT
871
Chicago Trust
Illinois
$649K -$12.1K -42 -2%
AWM
872
Aries Wealth Management
Maine
$649K +$36.2K +126 +6%
WPW
873
Waldron Private Wealth
Pennsylvania
$642K +$21.5K +75 +3%
CPWA
874
Cerro Pacific Wealth Advisors
California
$642K +$24.4K +85 +4%
GF
875
Gabelli Funds
New York
$634K -$14.4K -50 -2%