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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1126
TritonPoint Wealth
Maryland
$841K +$109K +240 +14%
RBC
1127
Romano Brothers & Co
Illinois
$841K +$11.4K +25 +1%
WAG
1128
Windsor Advisory Group
Ohio
$837K -$13.2K -29 -1%
AF
1129
Ally Financial
Michigan
$837K – – –
USGIU
1130
U.S. Global Investors (USGI)
Texas
$837K – – –
TIA
1131
Trust Investment Advisors
Indiana
$836K -$25.1K -55 -3%
CP
1132
Clarendon Private
Massachusetts
$833K +$906K +1,989 New
Kestra Investment Management
1133
Kestra Investment Management
Texas
$831K -$652K -1,431 -42%
SIM
1134
Sentry Investment Management
Wisconsin
$830K +$293K +642 +48%
DA
1135
Drake & Associates
Wisconsin
$830K -$29.6K -65 -3%
CFP
1136
Catalyst Financial Partners
Massachusetts
$829K +$7.75K +17 +0.9%
TCWM
1137
Total Clarity Wealth Management
Illinois
$827K -$5.92K -13 -0.7%
IAN
1138
Integrated Advisors Network
Texas
$822K +$911 +2 +0.1%
RB
1139
Renasant Bank
Mississippi
$817K +$295K +648 +50%
SIA
1140
Strategic Investment Advisors
Michigan
$817K -$97.1K -213 -10%
SWA
1141
Strategies Wealth Advisors
Michigan
$812K +$807K +1,771 New
IWA
1142
IBEX Wealth Advisors
New Jersey
$804K -$12.6M -27,742 -94%
SFSG
1143
Sound Financial Strategies Group
Mississippi
$798K +$126K +276 +17%
BOH
1144
Bank of Hawaii
Hawaii
$795K – – –
ECM
1145
Exchange Capital Management
Michigan
$792K -$19.1K -42 -2%
BMC
1146
Beaton Management Company
Massachusetts
$788K – – –
HIC
1147
Holderness Investments Company
North Carolina
$788K -$7.75K -17 -0.9%
GIC
1148
Generali Investments CEE
Czech Republic
$788K +$857K +1,881 New
CFG
1149
Carr Financial Group
Massachusetts
$780K +$2.28K +5 +0.3%
Evercore Wealth Management
1150
Evercore Wealth Management
New York
$779K +$20.5K +45 +2%