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Name Holding Trade Value Shares
Change
Change in
Stake
SW
651
SVB Wealth
Massachusetts
$652K -$27.8K -445 -4%
CF
652
Copperwynd Financial
Arizona
$649K +$8.57K +137 +1%
NS
653
NBC Securities
Alabama
$646K -$139K -2,217 -18%
NP
654
NorthRock Partners
Minnesota
$645K +$610K +9,746 New
CA
655
Crumly & Associates
Illinois
$644K +$38.4K +613 +7%
VFA
656
Valeo Financial Advisors
Indiana
$644K -$162K -2,589 -21%
WA
657
Wambolt & Associates
Colorado
$641K -$180K -2,873 -23%
AUB
658
Atlantic Union Bankshares
Virginia
$640K – – –
ADL
659
Asset Dedication LLC
California
$640K -$17.8K -284 -3%
HCPC
660
Hamilton Capital Partners (Canada)
$638K +$72K +1,150 +14%
MIC
661
Means Investment Company
Maine
$635K +$2.82K +45 +0.5%
USCWA
662
U.S. Capital Wealth Advisors
Texas
$632K -$4.54M -72,470 -88%
TYCC
663
Texas Yale Capital Corp
Florida
$632K – – –
ECM
664
Evergreen Capital Management
Washington
$629K +$215K +3,431 +56%
KIG
665
Kowal Investment Group
Wisconsin
$629K -$69.7K -1,113 -10%
LSA
666
Leonteq Securities AG
Switzerland
$626K -$22.9K -366 -4%
HI
667
Humankind Investments
New York
$623K -$6.32K -101 -1%
WA
668
WBH Advisory
Maryland
$622K -$21.8K -348 -4%
SDAM
669
Shulman DeMeo Asset Management
New York
$621K -$3.44K -55 -0.6%
PCIA
670
Prime Capital Investment Advisors
Kansas
$620K +$128K +2,052 +28%
IFU
671
iSAM Funds (UK)
United Kingdom
$617K +$584K +9,325 New
ACA
672
Aptus Capital Advisors
Alabama
$606K -$16.1K -258 -3%
CAGAS
673
Capital Advisory Group Advisory Services
Minnesota
$604K -$13.4K -214 -2%
DI
674
DFPG Investments
Utah
$598K +$18.1K +289 +3%
PA
675
Profund Advisors
Maryland
$593K +$113K +1,806 +25%