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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
626
Proficio Capital Partners
Massachusetts
$266K +$283K +1,363 New
SF
627
Sun Financial
Utah
$265K +$20.1K +97 +9%
BAM
628
Blueshift Asset Management
New Jersey
$264K +$281K +1,357 New
CAM
629
Claret Asset Management
Quebec, Canada
$264K +$281K +1,357 New
AFCM
630
Applied Finance Capital Management
Puerto Rico
$263K -$67.2K -324 -19%
SW
631
SkyOak Wealth
Michigan
$260K +$85.2K +411 +45%
CCA
632
Childress Capital Advisors
Texas
$259K +$276K +1,330 New
BJL
633
Brighton Jones LLC
Washington
$256K +$272K +1,314 New
SGAM
634
Smith Group Asset Management
Texas
$251K -$207K -1,000 -44%
MG
635
Marex Group
$251K +$267K +1,287 New
AF
636
Allworth Financial
California
$251K +$56K +270 +27%
FRA
637
Frank Rimerman Advisors
California
$248K -$266K -1,281 -50%
PWP
638
Phillips Wealth Planners
Mississippi
$247K -$829 -4 -0.4%
SYBT
639
Stock Yards Bank & Trust
Kentucky
$245K +$2.07K +10 +0.8%
FCP
640
Fidelis Capital Partners
Florida
$245K -$8.71K -42 -3%
AI
641
Atom Investors
Texas
$244K +$260K +1,253 New
AIP
642
Ameritas Investment Partners
Nebraska
$244K -$11.2K -54 -4%
IFG
643
Independent Financial Group
California
$243K -$77.3K -373 -23%
MCC
644
Malaga Cove Capital
California
$243K +$258K +1,247 New
CTC
645
Central Trust Company
Missouri
$243K -$85.6K -413 -25%
CFP
646
Catalyst Financial Partners
Massachusetts
$243K +$63.2K +305 +32%
SW
647
Simplicity Wealth
New Jersey
$239K +$42.9K +207 +20%
KFS
648
Keynote Financial Services
Connecticut
$237K
PS
649
Principal Securities
Iowa
$237K +$8.71K +42 +4%
MWM
650
Mission Wealth Management
California
$236K +$251K +1,213 New