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Name Holding Trade Value Shares
Change
Change in
Stake
CBN
701
Cadence Bank NA
Texas
$494K +$317 +5 +0.1%
IFWM
702
Institute for Wealth Management
Colorado
$493K -$507 -8 -0.1%
VVP
703
Venture Visionary Partners
Ohio
$485K -$96.2K -1,518 -16%
FFS
704
Founders Financial Securities
Maryland
$485K +$27.2K +429 +6%
NICM
705
Neo Ivy Capital Management
New York
$481K +$509K +8,037 New
WA
706
WestEnd Advisors
North Carolina
$478K
GVAG
707
Great Valley Advisor Group
Delaware
$476K +$21K +332 +4%
BRWM
708
B. Riley Wealth Management
Tennessee
$474K +$502K +7,921 New
GAG
709
GM Advisory Group
New York
$473K -$53.2K -839 -10%
BIC
710
Beach Investment Counsel
Pennsylvania
$470K
QPWM
711
Quadrant Private Wealth Management
Pennsylvania
$469K -$69.7K -1,100 -12%
NB
712
NBT Bank
New York
$468K -$31.7K -500 -6%
XT
713
XTX Topco
Cayman Islands
$467K +$494K +7,799 New
ALAM
714
Asahi Life Asset Management
Japan
$467K +$494K +7,800 New
VDI
715
Vaughan David Investments
Illinois
$466K -$41.2K -650 -8%
BAM
716
Belpointe Asset Management
Nevada
$460K +$74.6K +1,177 +18%
SIM
717
Sentry Investment Management
Wisconsin
$459K
Lido Advisors
718
Lido Advisors
California
$456K +$11.9K +187 +3%
OIA
719
Optimum Investment Advisors
Illinois
$446K -$25.4K -400 -5%
ITIM
720
Indiana Trust & Investment Management
Indiana
$442K +$55.5K +875 +10%
IWM
721
IHT Wealth Management
Illinois
$441K -$38.5K -607 -8%
JWCA
722
J.W. Cole Advisors
Florida
$437K -$75.5K -1,191 -14%
SXL
723
Summit X LLC
Missouri
$437K +$2.22K +35 +0.5%
SVWAG
724
Sound View Wealth Advisors Group
Georgia
$434K +$9.44K +149 +2%
QI
725
Qtron Investments
Massachusetts
$432K