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Name Holding Trade Value Shares
Change
Change in
Stake
AF
751
Allworth Financial
California
$322K -$2.07K -23 -0.7%
CI
752
CX Institutional
Indiana
$322K -$2.25K -25 -0.7%
AG
753
AlTi Global
New York
$322K +$298K +3,310 New
IRC
754
Investors Research Corp
Georgia
$321K
LNB
755
Ledyard National Bank
$320K +$1.35K +15 +0.5%
SWA
756
SFMG Wealth Advisors
Texas
$317K +$3.42K +38 +1%
LMFP
757
Larry Mathis Financial Planning
Arizona
$317K +$294K +3,265 New
RIL
758
Rothschild Investment LLC
Illinois
$317K +$1.89K +21 +0.6%
IWM
759
IHT Wealth Management
Illinois
$316K +$10.1K +112 +4%
MUMSS
760
Mitsubishi UFJ Morgan Stanley Securities
Japan
$314K +$291K +3,232 New
CIC
761
Carnegie Investment Counsel
Ohio
$311K +$18.3K +204 +7%
PA
762
Pinnacle Associates
New York
$310K +$287K +3,187 New
PPWP
763
Premier Path Wealth Partners
New Jersey
$309K +$45.6K +507 +19%
PWMAG
764
Pinnacle Wealth Management Advisory Group
New Jersey
$308K +$286K +3,175 New
CA
765
Claro Advisors
Massachusetts
$307K +$90 +1 +0%
OFO
766
OneAscent Family Office
Alabama
$306K +$13.8K +153 +5%
AIM
767
Anchor Investment Management
South Carolina
$306K
ZBNA
768
Zions Bancorporation, National Association
Utah
$304K +$182K +2,025 +184%
FMI
769
Frec Markets Inc
California
$303K +$280K +3,119 New
MAM
770
Mystic Asset Management
Rhode Island
$302K
NWA
771
New World Advisors
Massachusetts
$302K +$360 +4 +0.1%
PWM
772
Pines Wealth Management
North Carolina
$300K +$278K +3,093 New
TCOV
773
Trust Company of Vermont
Vermont
$300K +$4.41K +49 +2%
HCM
774
Howard Capital Management
Georgia
$296K +$1.35K +15 +0.5%
SL
775
Sentinus LLC
Illinois
$294K +$272K +3,023 New