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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
701
Cardiff Park Advisors
California
$439K +$3.54K +59 +0.8%
CC
702
Courier Capital
New York
$438K -$1.2K -20 -0.3%
DWM
703
Drive Wealth Management
Utah
$438K -$1.44K -24 -0.3%
NFC
704
Northeast Financial Consultants
Connecticut
$438K
SCP
705
Syntal Capital Partners
Texas
$438K +$86.2K +1,436 +25%
AFP
706
Ausdal Financial Partners
Iowa
$436K -$2.64K -44 -0.6%
JCM
707
Jacobi Capital Management
Pennsylvania
$435K -$43.6K -726 -9%
CCM
708
Coldstream Capital Management
Washington
$432K +$13.6K +226 +3%
BAM
709
Berkshire Asset Management
Pennsylvania
$430K -$3.6K -60 -0.8%
CRC
710
Curi RMB Capital
Illinois
$429K +$720 +12 +0.2%
BBI
711
Baxter Bros Inc
Connecticut
$428K -$9K -150 -2%
HL
712
HeadInvest LLC
Maine
$428K -$50K -833 -11%
DAS
713
Dynamic Advisor Solutions
Arizona
$426K -$8.82K -147 -2%
SG Americas Securities
714
SG Americas Securities
New York
$426K +$29.2K +487 +7%
RPC
715
Rossmore Private Capital
Connecticut
$425K
SFG
716
Summit Financial Group
West Virginia
$424K
LWM
717
Laidlaw Wealth Management
New York
$421K -$19.3K -321 -4%
EG
718
Ellerson Group
Maryland
$421K
OWA
719
One Wealth Advisors
California
$420K -$6.42K -107 -2%
CT
720
Cambridge Trust
Massachusetts
$420K -$3K -50 -0.7%
RWA
721
Ropes Wealth Advisors
Massachusetts
$418K +$107K +1,780 +35%
MNBTD
722
Moody National Bank Trust Division
Texas
$417K
AC
723
Avant Capital
Louisiana
$416K
SW
724
StrongBox Wealth
Missouri
$416K +$119K +1,985 +40%
SWM
725
Spire Wealth Management
Virginia
$415K +$18.5K +309 +5%