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Name Holding Trade Value Shares
Change
Change in
Stake
LC
951
Lincoln Capital
Nebraska
$214K
PCA
952
Prosperity Capital Advisors
Ohio
$213K +$214K +1,420 New
GI
953
Gradient Investments
Minnesota
$213K -$7.22K -48 -3%
BFA
954
Bragg Financial Advisors
North Carolina
$213K +$13.8K +92 +7%
GAG
955
GM Advisory Group
New York
$212K
CIA
956
Capital Investment Advisors
Georgia
$211K -$5.12K -34 -2%
WG
957
Wealth Group
North Carolina
$210K -$91.6K -609 -30%
EIP
958
Epoch Investment Partners
New York
$210K -$50.5K -336 -19%
PP
959
PDS Planning
Ohio
$210K +$16.9K +112 +9%
GWAM
960
Guardian Wealth Advisors (Minnesota)
Minnesota
$209K +$451 +3 +0.2%
MWP
961
Meridian Wealth Partners
Pennsylvania
$208K -$4.21K -28 -2%
ATC
962
Argent Trust Co
Tennessee
$207K -$5.42K -36 -3%
ISWM
963
Independent Solutions Wealth Management
New York
$206K -$7.52K -50 -4%
KI
964
Kapitalo Investimentos
Brazil
$206K -$237K -1,575 -54%
FMLI
965
Fukoku Mutual Life Insurance
Japan
$205K
SCM
966
Shelton Capital Management
Colorado
$205K -$13.4K -89 -6%
LA
967
Lifeworks Advisors
Michigan
$204K +$205K +1,360 New
SCM
968
Sollinda Capital Management
Florida
$204K
BAM
969
Belpointe Asset Management
Nevada
$203K -$9.78K -65 -5%
SWM
970
Shelton Wealth Management
Texas
$203K +$2.26K +15 +1%
EWA
971
Exencial Wealth Advisors
Oklahoma
$203K +$602 +4 +0.3%
STA
972
Summit Trail Advisors
New York
$203K +$202K +1,342 New
EWM
973
Evercore Wealth Management
New York
$201K
PP
974
Patron Partners
Texas
$200K +$1.8K +12 +0.9%
CB
975
CNB Bank
Pennsylvania
$193K