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Name Holding Trade Value Shares
Change
Change in
Stake
Harbour Investments
1251
Harbour Investments
Wisconsin
$643K -$39K -91 -6%
BWM
1252
Baron Wealth Management
Michigan
$643K -$42.4K -99 -6%
MW
1253
Maia Wealth
Colorado
$640K +$81.8K +191 +16%
BHA
1254
Beech Hill Advisors
New York
$640K – – –
PI
1255
PFG Investments
New York
$638K -$24.8K -58 -4%
NG
1256
Norden Group
Utah
$637K -$863K -2,015 -57%
LCWP
1257
Legacy Capital Wealth Partners
Arkansas
$636K +$16.3K +38 +3%
CWA
1258
Consilium Wealth Advisory
Texas
$636K +$45.8K +107 +8%
Optiver Holding
1259
Optiver Holding
Netherlands
$633K +$636K +1,485 New
PWM
1260
Prentice Wealth Management
New York
$633K +$9.85K +23 +2%
SIA
1261
Strategic Investment Advisors
Michigan
$633K +$306K +715 +93%
NS
1262
NBC Securities
Alabama
$631K -$3.82M -8,914 -86%
MG
1263
McHugh Group
Ohio
$629K – – –
Foundations Investment Advisors
1264
Foundations Investment Advisors
Arizona
$629K -$1.31M -3,069 -68%
Plancorp LLC
1265
Plancorp LLC
Missouri
$628K -$22.7K -53 -3%
SL
1266
SFM LLC
New Hampshire
$627K -$35.1K -82 -5%
UF
1267
Univest Financial
Pennsylvania
$627K -$28.7K -67 -4%
FFP
1268
FourThought Financial Partners
Florida
$627K -$590K -1,378 -48%
Klingman & Associates
1269
Klingman & Associates
New York
$626K -$20.1K -47 -3%
LTI
1270
Laffer Tengler Investments
Tennessee
$624K +$331K +772 +112%
CIAS
1271
Capital Investment Advisory Services
North Carolina
$623K -$16.7K -39 -3%
CPWA
1272
Cerro Pacific Wealth Advisors
California
$620K -$99K -231 -14%
FA
1273
Fiduciary Alliance
South Carolina
$619K -$13.3K -31 -2%
QWM
1274
Quadcap Wealth Management
Texas
$619K +$23.1K +54 +4%
FFA
1275
Founders Financial Alliance
North Carolina
$615K +$42.4K +99 +7%