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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
2651
Bell Investment Advisors
California
$135K +$20.8K +782 +19%
PCFFS
2652
Pacific Center for Financial Services
California
$134K +$7.03K +264 +6%
OCWP
2653
Owl Creek Wealth Partners
Colorado
$131K +$125K +4,681 New
CH
2654
Canton Hathaway
Rhode Island
$131K +$24K +900 +24%
FUBT
2655
First United Bank & Trust
Maryland
$130K
B
2656
Bayban
Minnesota
$130K +$985 +37 +0.8%
RF
2657
Roxbury Financial
New Jersey
$130K -$62.5K -2,349 -34%
SMBT
2658
Southern Michigan Bank & Trust
Michigan
$129K +$123K +4,610 New
FMP
2659
Financial Management Professionals
Texas
$128K +$23.9K +896 +24%
CPG
2660
Cornerstone Planning Group
New Jersey
$127K +$12.4K +467 +11%
CWM
2661
Cranbrook Wealth Management
Michigan
$127K
SIS
2662
Strategic Investment Solutions
Illinois
$127K -$9.24K -347 -7%
W
2663
WealthCollab
Washington
$125K
DAM
2664
Davis Asset Management
California
$124K +$118K +4,428 New
GAA
2665
Global Assets Advisory
Florida
$123K +$117K +4,389 New
EP
2666
Essential Partners
California
$123K +$19.3K +724 +20%
MIP
2667
Mondrian Investment Partners
United Kingdom
$122K +$116K +4,360 New
WBC
2668
West Branch Capital
Massachusetts
$122K
HWM
2669
HighMark Wealth Management
Minnesota
$122K -$1.28K -48 -1%
FFL
2670
Financial Freedom LLC
Ohio
$121K +$6.12K +230 +6%
AAMU
2671
AEGON Asset Management (UK)
United Kingdom
$120K
T
2672
TrustBank
Illinois
$120K +$31.1K +1,168 +38%
LWM
2673
Lodestone Wealth Management
Washington
$118K -$8.71K -327 -7%
DWP
2674
Destiny Wealth Partners
Florida
$118K +$112K +4,209 New
Kayne Anderson Rudnick Investment Management
2675
Kayne Anderson Rudnick Investment Management
California
$117K -$111K -4,183 -50%