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Name Holding Trade Value Shares
Change
Change in
Stake
IA
451
IFP Advisors
Florida
$1.12M -$1.78K -29 -0.2%
BAM
452
Belpointe Asset Management
Nevada
$1.12M -$44.9K -730 -4%
SWM
453
Selective Wealth Management
Virginia
$1.11M -$968K -15,753 -50%
WSC
454
Wellington Shields & Co
New York
$1.11M
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$1.1M +$27.8K +452 +3%
GVAG
456
Great Valley Advisor Group
Delaware
$1.08M -$17.3K -281 -2%
USAA
457
United Services Automobile Association
Texas
$1.07M
SMC
458
Smith, Moore & Co
Missouri
$1.06M +$29.1K +473 +3%
KRSITF
459
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.05M
TCWM
460
Total Clarity Wealth Management
Illinois
$1.04M +$976K +15,880 New
LFAS
461
Level Four Advisory Services
Texas
$1.03M -$29.3K -476 -3%
KWM
462
Kingsview Wealth Management
Oregon
$1.03M -$11.8K -192 -1%
MNBTD
463
Moody National Bank Trust Division
Texas
$998K -$13.6K -222 -1%
FHB
464
First Hawaiian Bank
Hawaii
$994K +$436K +7,093 +88%
CW
465
CreativeOne Wealth
Kansas
$991K +$21.6K +351 +2%
Group One Trading
466
Group One Trading
Illinois
$987K +$923K +15,027 New
OPA
467
Old Port Advisors
Maine
$987K +$16.3K +266 +2%
PL
468
Parkwood LLC
Ohio
$982K -$84.9K -1,381 -8%
PM
469
Penbrook Management
New York
$975K
BL
470
Balentine LLC
Georgia
$969K +$907K +14,752 New
SWM
471
Stockman Wealth Management
Montana
$954K +$1.6K +26 +0.2%
AI
472
AdvisorShares Investments
Maryland
$949K -$122K -1,979 -12%
BWM
473
Buckley Wealth Management
Nevada
$943K -$4.61K -75 -0.5%
HH
474
Hilltop Holdings
Texas
$938K +$115K +1,869 +15%
SMH
475
Sanders Morris Harris
Texas
$933K