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Name Holding Trade Value Shares
Change
Change in
Stake
BRA
551
Bender Robert & Associates
California
$351K – – –
KWM
552
Kingsview Wealth Management
Oregon
$351K +$20.5K +339 +8%
V
553
VeraBank
Texas
$348K -$8.06K -133 -3%
ACM
554
Allred Capital Management
Texas
$346K +$29.9K +494 +13%
AAS
555
Avantax Advisory Services
Texas
$345K +$31.6K +521 +14%
RDWM
556
Red Door Wealth Management
Tennessee
$343K +$259K +4,268 New
AIM
557
Aigen Investment Management
New York
$342K +$259K +4,265 New
CA
558
Clearstead Advisors
Ohio
$341K – – –
SWM
559
Segment Wealth Management
Texas
$339K – – –
HI
560
HBK Investments
Texas
$339K +$256K +4,220 New
TWM
561
TriaGen Wealth Management
California
$336K +$254K +4,185 New
KIM
562
Karpus Investment Management
New York
$335K +$253K +4,168 New
PIM
563
Perpetual Investment Management
Australia
$334K – – –
MCM
564
Monarch Capital Management
Indiana
$331K -$12.1K -200 -5%
T
565
TRUADVICE
Florida
$331K +$243K +4,014 New
ICM
566
IMS Capital Management
Oregon
$329K -$69K -1,138 -22%
PAS
567
Park Avenue Securities
New York
$328K +$16.5K +272 +7%
CT
568
Caldwell Trust
Florida
$327K -$41.4K -683 -14%
HWAM
569
Hennion & Walsh Asset Management
New Jersey
$326K +$246K +4,057 New
BAIA
570
Bel Air Investment Advisors
California
$324K +$245K +4,035 New
BFA
571
Bragg Financial Advisors
North Carolina
$323K -$24.5K -405 -9%
LIM
572
Longfellow Investment Management
Massachusetts
$321K -$35.9K -593 -13%
NPPM
573
North Point Portfolio Managers
Ohio
$321K – – –
BC
574
Bridgefront Capital
Texas
$318K -$250K -4,132 -51%
WP
575
WealthShield Partners
North Carolina
$318K +$240K +3,965 New