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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
1301
Walter & Keenan Wealth Management
Indiana
$580K -$283K -3,000 -34%
GCP
1302
GSA Capital Partners
United Kingdom
$575K -$1.34M -14,202 -71%
ARMT
1303
Amica Retiree Medical Trust
Rhode Island
$575K
PHS
1304
Pekin Hardy Strauss
Illinois
$575K
Nomura Holdings
1305
Nomura Holdings
Japan
$574K -$24.6M -260,646 -98%
WAM
1306
Wallington Asset Management
Indiana
$573K -$11.3K -120 -2%
DC
1307
DeDora Capital
California
$571K +$239K +2,536 +82%
AWE
1308
Avidian Wealth Enterprises
Texas
$569K +$530K +5,621 New
SFS
1309
Strategic Financial Services
New York
$568K
BCP
1310
Berkeley Capital Partners
Georgia
$567K +$12.9K +137 +3%
SIC
1311
Samalin Investment Counsel
New York
$567K +$528K +5,600 New
VAG
1312
VisionPoint Advisory Group
Texas
$565K -$68.3K -724 -11%
JWCA
1313
J.W. Cole Advisors
Florida
$565K +$526K +5,576 New
C
1314
Cerebellum
California
$563K +$66.9K +710 +15%
WWM
1315
Windsor Wealth Management
Indiana
$560K +$14.8K +157 +3%
BWM
1316
BerganKDV Wealth Management
Minnesota
$556K +$5.28K +56 +1%
KFA
1317
Krane Funds Advisors
New York
$556K +$517K +5,488 New
HA
1318
Hamel Associates
New Jersey
$555K -$14.1K -150 -3%
VDFA
1319
Vickerman & Driscoll Financial Advisors
Washington
$552K -$3.21K -34 -0.6%
RCA
1320
Ranch Capital Advisors
Florida
$550K -$23.3K -247 -4%
DI
1321
DFPG Investments
Utah
$550K +$114K +1,204 +29%
BHB
1322
Bank Hapoalim BM
Israel
$549K +$511K +5,423 New
MFG
1323
Magnus Financial Group
New York
$547K +$21.9K +232 +4%
VLC
1324
Van Leeuwen & Company
New Jersey
$547K +$41.5K +440 +9%
CPA
1325
Clear Perspective Advisors
Illinois
$546K -$9.71K -103 -2%