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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
676
Level Four Advisory Services
Texas
$713K -$35.3K -448 -5%
MA
677
Mutual Advisors
Nebraska
$712K -$9.76K -124 -1%
GWMR
678
GC Wealth Management RIA
Massachusetts
$708K +$465K +5,915 +221%
SDAM
679
Shulman DeMeo Asset Management
New York
$708K +$472 +6 +0.1%
SFI
680
SPC Financial Inc
Maryland
$692K +$21.2K +269 +3%
PWM
681
Perigon Wealth Management
California
$692K +$32K +407 +5%
PI
682
PFG Investments
New York
$691K +$88.7K +1,127 +16%
DT
683
Diversified Trust
Tennessee
$684K -$1.83M -23,301 -74%
TCWA
684
Turtle Creek Wealth Advisors
Texas
$681K +$651K +8,268 New
LA
685
LVW Advisors
New York
$676K -$73.7K -936 -10%
CNBOF
686
City National Bank of Florida
Florida
$671K +$103K +1,309 +19%
QIM
687
Quantitative Investment Management
Virginia
$671K +$152K +1,932 +31%
WJWM
688
Williams Jones Wealth Management
New York
$671K -$3.94K -50 -0.6%
CHC
689
City Holding Co
West Virginia
$670K -$75.1K -954 -10%
VCM
690
Voleon Capital Management
California
$669K +$288K +3,659 +82%
BAM
691
Belpointe Asset Management
Nevada
$669K -$101K -1,279 -14%
TE
692
Tema ETFs
New York
$665K +$635K +8,070 New
BCM
693
Brookstone Capital Management
Illinois
$663K +$103K +1,314 +20%
LSA
694
Leonteq Securities AG
Switzerland
$662K +$146K +1,852 +30%
SWP
695
Sagespring Wealth Partners
Tennessee
$660K +$29.7K +377 +5%
BRWA
696
B. Riley Wealth Advisors
Florida
$656K -$47.8K -607 -7%
WIC
697
Woodmont Investment Counsel
Tennessee
$654K -$68.6K -872 -10%
WB
698
WesBanco Bank
West Virginia
$648K +$8.18K +104 +1%
IWM
699
IHT Wealth Management
Illinois
$642K -$9.68K -123 -2%
TRCT
700
Tower Research Capital (TRC)
New York
$631K -$760K -9,655 -56%