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Name Holding Trade Value Shares
Change
Change in
Stake
KA
851
KLCM Advisors
Wisconsin
$357K -$3.07K -39 -0.9%
FL
852
FreeGulliver LLC
Louisiana
$357K +$36.4K +462 +12%
AO
853
Advisor OS
Illinois
$355K +$6.85K +87 +2%
HIC
854
Holderness Investments Company
North Carolina
$353K -$5.9K -75 -2%
PWP
855
Principle Wealth Partners
Connecticut
$353K +$107K +1,366 +47%
EWS
856
Evergreen Wealth Solutions
Pennsylvania
$352K -$7.87K -100 -2%
WAM
857
Worth Asset Management
Texas
$351K +$3.15K +40 +0.9%
CIC
858
Carnegie Investment Counsel
Ohio
$350K -$70.8K -900 -17%
LCWP
859
Legacy Capital Wealth Partners
Arkansas
$350K -$8.34K -106 -2%
IAIM
860
International Assets Investment Management
Florida
$350K -$708K -9,000 -68%
LCGC
861
Legacy Capital Group California
California
$348K +$5.12K +65 +2%
CIA
862
Caerus Investment Advisors
Texas
$346K +$331K +4,206 New
WSFS
863
Wilmington Savings Fund Society
Delaware
$346K -$362K -4,594 -52%
CHJWM
864
Carlton Hofferkamp & Jenks Wealth Management
Texas
$346K
DIA
865
Dean Investment Associates
Ohio
$345K -$2.75K -35 -0.8%
CMF
866
Counterpoint Mutual Funds
California
$343K -$366K -4,651 -53%
JF
867
Joule Financial
Kentucky
$342K
PCM
868
Prelude Capital Management
New York
$342K +$122K +1,545 +59%
SOS
869
Silver Oak Securities
Tennessee
$341K -$10.5K -133 -3%
BC
870
Brookfield Corp
Ontario, Canada
$340K
SWM
871
Spire Wealth Management
Virginia
$339K -$5.98K -76 -2%
SCM
872
Shelton Capital Management
Colorado
$337K -$8.42K -107 -3%
KF
873
Krilogy Financial
Missouri
$334K +$335K +4,251 New
IAS
874
Insigneo Advisory Services
Florida
$334K +$2.52K +32 +0.8%
RT
875
Rockland Trust
Massachusetts
$333K +$318K +4,038 New