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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1276
Chicago Partners Investment Group
Illinois
$659K +$28.8K +175 +5%
YC
1277
Yarbrough Capital
Tennessee
$656K – – –
TSMHT
1278
Thurston Springer Miller Herd & Titak
Indiana
$652K +$77.3K +470 +15%
OFS
1279
Orrstown Financial Services
Pennsylvania
$649K +$91.2K +555 +18%
PWA
1280
Provenance Wealth Advisors
Florida
$648K – – –
GSEP
1281
Golden State Equity Partners
California
$648K +$78.9K +480 +15%
PFA
1282
Pure Financial Advisors
California
$646K -$155K -940 -21%
CIA
1283
Choate Investment Advisors
Massachusetts
$643K +$122K +740 +26%
FHA
1284
First Horizon Advisors
Tennessee
$643K +$164K +995 +38%
BG
1285
Bahl & Gaynor
Ohio
$639K -$61.7K -375 -9%
PFBT
1286
Parkside Financial Bank & Trust
Missouri
$638K +$28.8K +175 +5%
CCG
1287
Catalina Capital Group
California
$638K +$119K +725 +26%
SWM
1288
Segment Wealth Management
Texas
$634K +$164K +1,000 +39%
GA
1289
Geller Advisors
New York
$631K -$386K -2,345 -40%
FF
1290
Fluent Financial
Texas
$630K -$119K -725 -17%
HPC
1291
HM Payson & Co
Maine
$630K +$118K +715 +25%
EPA
1292
Element Pointe Advisors
Florida
$630K -$37.8K -230 -6%
CM
1293
CastleKnight Management
New York
$626K -$493K -3,000 -46%
WWM
1294
Westwood Wealth Management
California
$626K +$82.2K +500 +17%
GKWIM
1295
Gerber Kawasaki Wealth & Investment Management
California
$621K +$238K +1,450 +72%
ACM
1296
Allred Capital Management
Texas
$619K +$9.04K +55 +2%
FCH
1297
Freestone Capital Holdings
Washington
$618K +$160K +975 +39%
VWM
1298
Vivid Wealth Management
Iowa
$615K -$2.34M -14,210 -81%
PW
1299
Paladin Wealth
Minnesota
$611K +$561K +3,415 New
LCWP
1300
Legacy Capital Wealth Partners
Arkansas
$611K +$267K +1,625 +91%
50 51
52
53 54