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Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
2126
Clark Financial Services Group
Missouri
$745K +$2.73K +6 +0.4%
SCP
2127
Sivia Capital Partners
California
$744K +$57.9K +127 +8%
KDA
2128
Kraft Davis & Associates
Missouri
$743K – – –
CS
2129
Crescent Sterling
Louisiana
$742K -$6.83K -15 -0.9%
APWM
2130
Argonautica Private Wealth Management
Massachusetts
$738K – – –
OPA
2131
Old Port Advisors
Maine
$738K +$26K +57 +4%
MWAM
2132
Manhattan West Asset Management
California
$737K +$9.57K +21 +1%
TC
2133
Trust Company
Kansas
$737K -$207K -455 -21%
DIP
2134
DT Investment Partners
Pennsylvania
$735K +$154K +339 +26%
FIB
2135
First Interstate Bank
Montana
$734K -$58.8K -129 -7%
WB
2136
Webster Bank
Connecticut
$731K -$72.9K -160 -9%
MSA
2137
Marino Stram & Associates
Massachusetts
$731K +$32.8K +72 +5%
GFS
2138
GYL Financial Synergies
Connecticut
$729K -$1.82K -4 -0.2%
Advance Capital Management
2139
Advance Capital Management
Michigan
$728K – – –
TIM
2140
Tevis Investment Management
Texas
$728K – – –
SI
2141
Seeds Investor
New York
$725K +$155K +340 +26%
PCG
2142
PFC Capital Group
California
$724K -$76.5K -168 -9%
GWM
2143
GSB Wealth Management
Connecticut
$724K – – –
OWM
2144
OneAscent Wealth Management
Alabama
$723K -$11.4K -25 -2%
BIM
2145
Baldwin Investment Management
Pennsylvania
$723K – – –
CWA
2146
Clarity Wealth Advisors
California
$722K +$911 +2 +0.1%
WKSWA
2147
White Knight Strategic Wealth Advisors
New Jersey
$719K – – –
WI
2148
WBI Investments
New Jersey
$719K +$742K +1,629 New
MAM
2149
McLean Asset Management
Virginia
$718K -$41K -90 -5%
RWA
2150
Redhawk Wealth Advisors
Minnesota
$718K -$73.3K -161 -9%