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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
751
Integrated Wealth Concepts
Massachusetts
$459K +$85.5K +539 +26%
TVM
752
True Vision MN
Minnesota
$459K +$417K +2,630 New
TYCC
753
Texas Yale Capital Corp
Florida
$459K
NP
754
NorthRock Partners
Minnesota
$452K +$411K +2,590 New
TW
755
Transform Wealth
Colorado
$452K -$28.9K -182 -7%
BWA
756
Bordeaux Wealth Advisors
California
$451K +$6.98K +44 +2%
AG
757
Ascent Group
Virginia
$451K -$42K -265 -10%
SSW
758
Smith Shellnut Wilson
Mississippi
$450K -$5.39K -34 -1%
HBT
759
Heartland Bank & Trust
Illinois
$449K -$24.6K -155 -6%
OFS
760
OneAscent Financial Services
Alabama
$447K +$32K +202 +9%
APA
761
Astoria Portfolio Advisors
New York
$446K -$72.1K -455 -16%
RA
762
RFG Advisory
Alabama
$444K -$44.7K -282 -10%
ATC
763
Adirondack Trust Company
New York
$444K
GL
764
Graypoint LLC
New York
$444K +$64.1K +404 +19%
MCI
765
MRP Capital Investments
Georgia
$440K -$622K -3,924 -61%
SFS
766
Security Financial Services
Indiana
$437K +$6.34K +40 +2%
AFG
767
Atomi Financial Group
New York
$437K +$398K +2,509 New
BCG
768
BayBridge Capital Group
California
$436K +$410K +2,584 New
SCA
769
Stonebridge Capital Advisors
Minnesota
$435K -$45.3K -286 -10%
I
770
InceptionR
California
$435K +$396K +2,499 New
PFBT
771
Parkside Financial Bank & Trust
Missouri
$433K +$6.98K +44 +2%
MP
772
McDonald Partners
Ohio
$432K
CAM
773
Cidel Asset Management
Ontario, Canada
$431K +$393K +2,479 New
PSFG
774
Prairie Sky Financial Group
Illinois
$428K +$159 +1 +0%
WSTAM
775
Wilbanks Smith & Thomas Asset Management
Virginia
$427K -$7.93K -50 -2%