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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1351
Arete Wealth Advisors
Illinois
$512K -$29.3K -65 -6%
CNBOF
1352
City National Bank of Florida
Florida
$512K +$262K +583 +113%
CPG
1353
Cornerstone Planning Group
New Jersey
$512K +$43.7K +97 +9%
SCI
1354
Silver Coast Investments
United States
$511K
GWANC
1355
Guardian Wealth Advisors (North Carolina)
North Carolina
$511K +$19.4K +43 +4%
WDA
1356
Wendell David Associates
New Hampshire
$510K
IC
1357
Inscription Capital
Texas
$509K +$493K +1,096 New
MA
1358
Mutual Advisors
Nebraska
$505K -$14K -31 -3%
LW
1359
Linscomb Wealth
Texas
$504K -$10.4K -23 -2%
RF
1360
Rossby Financial
Florida
$501K -$25.2K -56 -5%
MA
1361
MONECO Advisors
Connecticut
$500K -$6.75K -15 -1%
SAI
1362
Savvy Advisors Inc
New York
$499K +$41.9K +93 +9%
CFG
1363
Cooper Financial Group
California
$498K +$106K +236 +28%
CG
1364
Cynosure Group
Utah
$495K +$5.4K +12 +1%
ZIC
1365
ZWJ Investment Counsel
Georgia
$493K
CJL
1366
Cyrus J. Lawrence
New York
$492K -$8.45M -18,761 -95%
IAIM
1367
International Assets Investment Management
Florida
$492K -$448K -995 -49%
SIS
1368
Strategic Investment Solutions
Illinois
$492K
MWM
1369
Modern Wealth Management
Kansas
$491K +$227K +505 +92%
PTB
1370
Pioneer Trust Bank
Oregon
$488K +$8.1K +18 +2%
S
1371
Sachetta
Massachusetts
$488K -$4.05K -9 -0.9%
MHR
1372
Matthew Hamilton Rosenberg
$486K
WB
1373
Webster Bank
Connecticut
$483K -$15.3K -34 -3%
CFMC
1374
Curbstone Financial Management Corp
New Hampshire
$481K -$45K -100 -9%
KA
1375
Klingman & Associates
New York
$480K +$45.9K +102 +11%