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Name Holding Trade Value Shares
Change
Change in
Stake
HBW
1401
Hazlett, Burt & Watson
West Virginia
$3.4M -$73.2K -139 -2%
IWA
1402
Icon Wealth Advisors
Texas
$3.4M -$2.46M -4,678 -42%
GTS Securities
1403
GTS Securities
Florida
$3.39M -$1.99M -3,782 -36%
HWM
1404
Hohimer Wealth Management
Washington
$3.39M +$3.35M +6,358 +1,517%
Circle Wealth Management
1405
Circle Wealth Management
New Jersey
$3.38M -$327K -621 -8%
IIWM
1406
Investment Insight Wealth Management
New York
$3.37M +$1.58K +3 +0%
SCP
1407
Stamos Capital Partners
California
$3.37M +$568K +1,078 +19%
SIA
1408
SeaBridge Investment Advisors
New Jersey
$3.36M -$16.9K -32 -0.5%
FFA
1409
Fortune Financial Advisors
Kansas
$3.35M +$66.9K +127 +2%
SW
1410
SVB Wealth
Massachusetts
$3.34M -$3.03M -5,753 -46%
GBT
1411
Grove Bank & Trust
Florida
$3.34M -$361K -686 -9%
PPWP
1412
Premier Path Wealth Partners
New Jersey
$3.33M +$565K +1,072 +19%
FCP
1413
Fidelis Capital Partners
Florida
$3.33M +$99.5K +189 +3%
MNBTD
1414
Moody National Bank Trust Division
Texas
$3.33M +$7.37K +14 +0.2%
PRS
1415
Pinkerton Retirement Specialists
Idaho
$3.32M -$69K -131 -2%
CFS
1416
CRA Financial Services
New Jersey
$3.32M -$90.6K -172 -3%
BOC
1417
Barbara Oil Co
Illinois
$3.31M – – –
HIC
1418
Holderness Investments Company
North Carolina
$3.31M -$56.4K -107 -2%
LHC
1419
Little House Capital
Massachusetts
$3.31M -$224K -425 -6%
AI
1420
AXS Investments
New York
$3.3M -$867K -1,646 -20%
HBK Sorce Advisory
1421
HBK Sorce Advisory
Pennsylvania
$3.3M -$6.32K -12 -0.2%
Great Valley Advisor Group
1422
Great Valley Advisor Group
Delaware
$3.3M +$326K +619 +10%
CWG
1423
Cornerstone Wealth Group
North Carolina
$3.29M +$171K +325 +5%
Belpointe Asset Management
1424
Belpointe Asset Management
Nevada
$3.27M -$140K -266 -4%
RBC
1425
Roble Belko & Company
Pennsylvania
$3.26M -$45.3K -86 -1%