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Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
701
Shulman DeMeo Asset Management
New York
$729K -$8.31K -116 -1%
TMAM
702
Tokio Marine Asset Management
Japan
$726K +$63.2K +882 +10%
CCG
703
Ceeto Capital Group
Florida
$724K – – –
BS
704
Boenning & Scattergood
Pennsylvania
$718K -$1.07K -15 -0.1%
WIC
705
Woodmont Investment Counsel
Tennessee
$708K – – –
TYCC
706
Texas Yale Capital Corp
Florida
$706K – – –
HH
707
Hilltop Holdings
Texas
$699K -$35.7K -498 -5%
AG
708
AIA Group
Hong Kong
$699K -$3.37M -47,041 -83%
CF
709
Copperwynd Financial
Arizona
$693K -$9.1K -127 -1%
PWPS
710
Pinnacle Wealth Planning Services
Ohio
$692K +$22.8K +319 +3%
BF
711
BOK Financial
Oklahoma
$690K -$51.7K -722 -7%
KIG
712
Kowal Investment Group
Wisconsin
$688K +$89.5K +1,249 +15%
KFS
713
Kaizen Financial Strategies
California
$688K -$88.7K -1,239 -11%
CAGAS
714
Capital Advisory Group Advisory Services
Minnesota
$682K -$4.51K -63 -0.7%
CFB
715
Cullen/Frost Bankers
Texas
$677K -$72.4K -1,011 -10%
DEA
716
DoubleLine ETF Adviser
Florida
$674K +$667K +9,308 New
SFI
717
Siemens Fonds Invest
Germany
$672K -$71.7K -1,001 -10%
BAM
718
Belpointe Asset Management
Nevada
$671K -$88.7K -1,238 -12%
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$667K -$18.1K -252 -3%
MYIA
720
Mount Yale Investment Advisors
Colorado
$657K – – –
DI
721
DFPG Investments
Utah
$656K +$656K +9,165 New
9WM
722
9258 Wealth Management
Ohio
$653K +$52.3K +730 +9%
JF
723
JSF Financial
California
$653K +$646K +9,018 New
TAIM
724
TD Ameritrade Investment Management
Nebraska
$649K -$214K -2,984 -25%
FCI
725
Financial Counselors Inc
Kansas
$647K -$77.4K -1,081 -11%