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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1501
Insigneo Advisory Services
Florida
$454K -$235K -2,885 -32%
ML
1502
McAdam LLC
Pennsylvania
$454K +$170K +2,090 +56%
TYCC
1503
Texas Yale Capital Corp
Florida
$454K -$127K -1,560 -21%
WKWM
1504
Walter & Keenan Wealth Management
Indiana
$453K -$8.14K -100 -2%
SPFA
1505
Summit Place Financial Advisors
New Jersey
$452K -$189K -2,325 -29%
CAM
1506
Chesapeake Asset Management
New York
$450K +$22.2K +273 +5%
VCA
1507
Verdence Capital Advisors
Maryland
$450K -$272K -3,344 -37%
CFP
1508
Catalyst Financial Partners
Massachusetts
$449K -$23.5K -288 -5%
BI
1509
BlueSpruce Investments
Illinois
$448K +$469K +5,760 New
FFS
1510
Founders Financial Securities
Maryland
$447K -$41K -504 -8%
CJ
1511
Caitlin John
Michigan
$443K +$439K +5,385 +1,754%
BEAM
1512
Baker Ellis Asset Management
Washington
$443K -$13.8K -170 -3%
ODG
1513
O'Dell Group
Ohio
$443K
PP
1514
Patten & Patten
Tennessee
$442K -$36.2K -445 -7%
MP
1515
McDonald Partners
Ohio
$441K -$31.6K -388 -6%
FNBSF
1516
First National Bank Sioux Falls
South Dakota
$440K +$461K +5,655 New
AMCA
1517
Arthur M. Cohen & Associates
Illinois
$439K -$79K -970 -15%
PB
1518
Pinnacle Bancorp
Nebraska
$439K +$3.26K +40 +0.7%
Federated Hermes
1519
Federated Hermes
Pennsylvania
$438K -$5.15M -63,190 -92%
STA
1520
Smith Thornton Advisors
Alabama
$437K +$457K +5,609 New
AP
1521
Appleton Partners
Massachusetts
$434K -$5.28M -64,861 -92%
JFGIW
1522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$433K +$214K +2,633 +90%
ATS
1523
Ashton Thomas Securities
New York
$433K +$464K +5,703 New
PCS
1524
Personal CFO Solutions
New Jersey
$430K -$82.8K -1,017 -16%
BW
1525
Bison Wealth
Georgia
$427K