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Name Holding Trade Value Shares
Change
Change in
Stake
MA
851
Montag & Associates
Georgia
$244K -$1.68K -13 -0.6%
APP
852
Avantax Planning Partners
Iowa
$243K -$6.44K -50 -2%
PAI
853
Pittenger & Anderson Inc
Nebraska
$243K +$141K +1,095 +118%
TAM
854
Tocqueville Asset Management
New York
$242K -$9.53K -74 -4%
UPS
855
UHLMANN PRICE SECURITIES
Illinois
$242K +$515 +4 +0.2%
FWP
856
FAS Wealth Partners
Kansas
$242K +$129 +1 +0%
PP
857
Patten & Patten
Tennessee
$242K – – –
SWM
858
Segment Wealth Management
Texas
$242K – – –
SAA
859
Southeast Asset Advisors
Georgia
$241K – – –
Hudson Bay Capital Management
860
Hudson Bay Capital Management
Connecticut
$240K +$257K +1,994 New
MFG
861
Magnus Financial Group
New York
$239K +$7.47K +58 +3%
GD
862
Grandfield & Dodd
New York
$239K – – –
FFG
863
Fiduciary Financial Group
California
$239K +$281K +2,182 New
BAM
864
Blueshift Asset Management
New Jersey
$238K +$255K +1,977 New
LFS
865
Leibman Financial Services
Nebraska
$238K – – –
NP
866
Nilsine Partners
Colorado
$237K +$9.15K +71 +4%
FF
867
Francis Financial
$237K +$1.68K +13 +0.7%
PWA
868
Prairie Wealth Advisors
Nebraska
$237K – – –
HAS
869
Horizon Advisory Services
New York
$236K +$14.4K +112 +6%
DMBA
870
Deseret Mutual Benefit Administrators
Utah
$236K +$29.2K +227 +13%
MCA
871
Magnolia Capital Advisors
Mississippi
$235K +$129 +1 +0.1%
CF
872
Centaurus Financial
California
$235K +$251K +1,950 New
SW
873
SteelPeak Wealth
California
$235K +$221K +1,717 +763%
HW
874
Hancock Whitney
Mississippi
$233K -$150K -1,165 -38%
VVP
875
Venture Visionary Partners
Ohio
$233K +$250K +1,937 New