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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1401
Avidian Wealth Enterprises
Texas
$378K +$30.2K +590 +9%
AWM
1402
Atticus Wealth Management
Florida
$376K -$209K -4,090 -37%
RS
1403
Retirement Solution
Washington
$376K
SIM
1404
Sadoff Investment Management
Wisconsin
$376K +$6.13K +120 +2%
BFA
1405
Bragg Financial Advisors
North Carolina
$375K -$12.8K -250 -3%
BFM
1406
Boston Financial Management
Massachusetts
$374K -$10.2K -200 -3%
RIM
1407
Redwood Investment Management
Arizona
$374K
ISL
1408
Ingalls & Snyder LLC
New York
$372K
PFA
1409
Professional Financial Advisors
Nebraska
$372K +$316K +6,190 +794%
UH
1410
Unigestion Holding
Switzerland
$370K -$776K -15,190 -69%
NJBEST
1411
New Jersey Better Educational Savings Trust
New Jersey
$370K
OFG
1412
Omega Financial Group
California
$370K
FFG
1413
Frisch Financial Group
New York
$370K +$25.6K +500 +8%
NHC
1414
Nicholas Hoffman & Company
Georgia
$369K +$22.5K +440 +7%
TCOT
1415
Trust Company of Toledo
Ohio
$368K
TFS
1416
Thoroughbred Financial Services
Tennessee
$366K -$40.9K -800 -10%
S
1417
swisspartners
Liechtenstein
$365K -$112K -2,200 -24%
BL
1418
Balentine LLC
Georgia
$365K -$4.09K -80 -1%
ATPW
1419
Ashton Thomas Private Wealth
Arizona
$364K +$14.3K +280 +4%
ACA
1420
Ackerman Capital Advisors
Texas
$364K
IFA
1421
Interactive Financial Advisors
Illinois
$363K -$1.02M -19,990 -74%
AIA
1422
Avalon Investment & Advisory
Texas
$363K -$61.9K -1,210 -15%
WP
1423
WMS Partners
Maryland
$361K
TGAM
1424
TBH Global Asset Management
Tennessee
$361K +$2.04K +40 +0.6%
RWP
1425
Ridgecrest Wealth Partners
California
$360K