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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2126
Aprio Wealth Management
Georgia
$686K -$142K -459 -16%
RWP
2127
Ridgecrest Wealth Partners
California
$686K +$4.32K +14 +0.6%
KA
2128
Kozak & Associates
Colorado
$684K +$4.32K +14 +0.6%
HIM
2129
Hillsdale Investment Management
Ontario, Canada
$684K +$632K +2,050 +707%
SOS
2130
Silver Oak Securities
Tennessee
$683K +$5.86K +19 +0.8%
SWM
2131
Seed Wealth Management
Illinois
$681K
HAM
2132
Harmony Asset Management
Arizona
$681K +$308 +1 +0%
WHG
2133
Westwood Holdings Group
Texas
$680K +$63.2K +205 +10%
CHJWM
2134
Carlton Hofferkamp & Jenks Wealth Management
Texas
$679K -$20K -65 -3%
SFG
2135
Seamount Financial Group
Colorado
$679K +$20K +65 +3%
TA
2136
TFB Advisors
Kansas
$678K +$110K +356 +18%
SAM
2137
Sompo Asset Management
Japan
$678K +$37K +120 +5%
DCA
2138
DSG Capital Advisors
Minnesota
$676K +$308 +1 +0%
CCA
2139
Clearwater Capital Advisors
Illinois
$675K +$617 +2 +0.1%
SIM
2140
Sentry Investment Management
Wisconsin
$675K
PCA
2141
Prosperity Capital Advisors
Ohio
$674K +$31.4K +102 +5%
NWAG
2142
Net Worth Advisory Group
Utah
$673K -$138K -448 -16%
GCIA
2143
Gabelli & Co Investment Advisers
New York
$672K
LWM
2144
Lodestone Wealth Management
Washington
$671K -$60.1K -195 -8%
BTD
2145
BankPlus Trust Department
Mississippi
$671K -$10.5K -34 -1%
BCM
2146
Brooktree Capital Management
Michigan
$671K +$708K +2,296 New
HI
2147
Human Investing
Oregon
$671K -$4.01K -13 -0.6%
TNA
2148
True North Advisors
Texas
$669K +$341K +1,106 +93%
LSIA
2149
LaSalle St. Investment Advisors
Illinois
$668K -$21K -68 -3%
GPW
2150
Gray Private Wealth
Massachusetts
$667K +$30.8K +100 +5%