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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
701
Pallas Capital Advisors
Massachusetts
$258K +$218K +1,668 New
SFS
702
Sowell Financial Services
Arkansas
$258K +$218K +1,667 New
DWM
703
Drive Wealth Management
Utah
$256K +$216K +1,651 New
BJL
704
Brighton Jones LLC
Washington
$254K +$215K +1,642 New
MOS
705
MGO One Seven
Ohio
$254K -$97.3K -744 -31%
CA
706
CoreCap Advisors
Michigan
$254K +$156K +1,192 +266%
AHL
707
Abel Hall LLC
Louisiana
$254K +$214K +1,639 New
QWM
708
Quaker Wealth Management
New Jersey
$252K +$2.09K +16 +1%
ZIM
709
Zacks Investment Management
Illinois
$250K +$211K +1,615 New
GIA
710
Gladstone Institutional Advisory
Florida
$249K +$211K +1,611 New
Cohen & Steers
711
Cohen & Steers
New York
$248K
GS
712
GTS Securities
Florida
$248K -$312K -2,386 -60%
TFA
713
Transamerica Financial Advisors
Florida
$248K -$3.27K -25 -2%
SAM
714
Smartleaf Asset Management
Massachusetts
$247K
VWM
715
Venturi Wealth Management
Texas
$245K +$207K +1,586 New
BWP
716
Balboa Wealth Partners
Arizona
$241K +$204K +1,559 New
ANBT
717
American National Bank & Trust
Texas
$240K +$18.7K +143 +10%
LMFP
718
Larry Mathis Financial Planning
Arizona
$238K +$201K +1,535 New
IWM
719
IHT Wealth Management
Illinois
$233K +$197K +1,508 New
PCIA
720
Prime Capital Investment Advisors
Kansas
$233K +$196K +1,503 New
EL
721
Essex LLC
Illinois
$232K +$196K +1,500 New
PCG
722
Prosperity Consulting Group
Maryland
$231K +$195K +1,492 New
OCA
723
OpenArc Corporate Advisory
Georgia
$230K +$194K +1,486 New
CAM
724
Cidel Asset Management
Ontario, Canada
$230K +$194K +1,484 New
TIA
725
Tiemann Investment Advisors
California
$229K +$193K +1,480 New