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Name Holding Trade Value Shares
Change
Change in
Stake
BWG
2451
Beta Wealth Group
California
$608K +$103 +1 +0%
LCWP
2452
Legacy Capital Wealth Partners
Arkansas
$608K -$1.07M -10,355 -63%
CPC
2453
Congress Park Capital
New York
$605K -$25.8K -250 -4%
ORC
2454
O'Rourke & Company
Massachusetts
$604K -$81.5K -791 -12%
SMH
2455
Sanders Morris Harris
Texas
$604K
PAM
2456
PCG Asset Management
New Jersey
$603K +$625K +6,063 New
GC
2457
Garde Capital
Washington
$603K +$8.66K +84 +1%
KFA
2458
Kelleher Financial Advisors
New York
$603K +$25.6K +248 +4%
S
2459
SimplyRich
California
$602K
NB
2460
Nicolet Bankshares
Wisconsin
$602K +$4.43K +43 +0.7%
PCA
2461
Prosperity Capital Advisors
Ohio
$601K +$69.4K +673 +13%
BTD
2462
BankPlus Trust Department
Mississippi
$601K +$622K +6,037 New
MHC
2463
May Hill Capital
Massachusetts
$600K +$622K +6,029 New
MLA
2464
My Legacy Advisors
Oregon
$600K -$78.9K -765 -11%
CFG
2465
Certior Financial Group
Pennsylvania
$598K +$620K +6,016 New
SAM
2466
S.A. Mason
Michigan
$598K +$722 +7 +0.1%
RYIA
2467
Roehl & Yi Investment Advisors
Oregon
$598K +$619K +6,008 New
CGA
2468
Compound Global Advisors
Washington
$597K +$619K +6,000 New
ACM
2469
Aljian Capital Management
Nevada
$597K -$12.2K -118 -2%
FSA
2470
Financial Security Advisor
Virginia
$594K +$5.26K +51 +0.9%
LIM
2471
Lathrop Investment Management
Arkansas
$594K -$4.23K -41 -0.7%
CCM
2472
Cohen Capital Management
California
$594K
CF
2473
Copperwynd Financial
Arizona
$593K -$105K -1,019 -15%
VC
2474
Vestor Capital
Illinois
$593K -$144K -1,396 -19%
CCM
2475
Crew Capital Management
Ohio
$591K