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Name Holding Trade Value Shares
Change
Change in
Stake
QI
751
Qtron Investments
Massachusetts
$279K -$53.7K -612 -15%
DIM
752
Delta Investment Management
California
$277K +$14.2K +162 +5%
SWA
753
SFMG Wealth Advisors
Texas
$276K +$25.6K +292 +9%
CSI
754
Cross Staff Investments
New York
$276K
BCM
755
Brookstone Capital Management
Illinois
$273K +$3.16K +36 +1%
SF
756
Summit Financial
New Jersey
$272K +$303K +3,454 New
IAA
757
Independent Advisor Alliance
North Carolina
$272K -$11.5K -131 -4%
KFS
758
Keynote Financial Services
Connecticut
$271K +$1.58K +18 +0.5%
OWM
759
OneAscent Wealth Management
Alabama
$271K -$14.5K -165 -5%
PI
760
PFG Investments
New York
$270K -$23.9K -273 -7%
FMI
761
Frec Markets Inc
California
$269K +$17.5K +199 +6%
AWM
762
Accurate Wealth Management
Florida
$267K +$266K +3,029 New
HIP
763
HUB Investment Partners
Texas
$266K -$36.2K -413 -11%
CFG
764
Cooper Financial Group
California
$265K +$72.5K +826 +33%
PCM
765
Prelude Capital Management
New York
$264K +$294K +3,347 New
AWA
766
Aaron Wealth Advisors
Illinois
$264K +$6.67K +76 +2%
AG
767
AlTi Global
New York
$263K -$3.51K -40 -1%
NWA
768
New World Advisors
Massachusetts
$263K +$23.1K +263 +9%
PP
769
PDS Planning
Ohio
$261K +$5K +57 +2%
IRC
770
Investors Research Corp
Georgia
$260K
CA
771
Claro Advisors
Massachusetts
$258K -$2.54K -29 -0.9%
SW
772
SteelPeak Wealth
California
$258K +$21.1K +240 +8%
CT
773
Colonial Trust
South Carolina
$257K -$131K -1,490 -31%
KF
774
Krilogy Financial
Missouri
$256K -$93.8K -1,069 -25%
CIC
775
Carnegie Investment Counsel
Ohio
$254K -$4.74K -54 -2%