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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1051
Choate Investment Advisors
Massachusetts
$377K -$121K -1,207 -27%
APW
1052
Aventura Private Wealth
Florida
$376K -$7.3K -73 -2%
SF
1053
Synovus Financial
Georgia
$375K +$20.6K +206 +7%
APW
1054
Acima Private Wealth
Virginia
$375K
SAM
1055
Strive Asset Management
Ohio
$373K -$378K -3,783 -54%
DAS
1056
Dynamic Advisor Solutions
Arizona
$372K -$77.5K -775 -19%
FSA
1057
Fort Sheridan Advisors
Illinois
$370K
EA
1058
Everpar Advisors
Oklahoma
$369K -$28.3K -283 -8%
OAM
1059
Occidental Asset Management
California
$366K -$52.8K -528 -14%
FNBT
1060
FineMark National Bank & Trust
Florida
$366K +$3.4K +34 +1%
WAAG
1061
Wealth Alliance Advisory Group
Kansas
$365K +$3K +30 +1%
PFM
1062
Potomac Fund Management
Florida
$364K +$6.4K +64 +2%
FM
1063
Family Management
New York
$361K +$60.5K +605 +24%
OPWM
1064
Oxinas Partners Wealth Management
Indiana
$361K -$1.2K -12 -0.4%
GIP
1065
Greatmark Investment Partners
Georgia
$360K
AG
1066
Algert Global
California
$360K +$50.1K +501 +19%
SI
1067
Sprott Inc
Ontario, Canada
$359K -$10.1K -101 -3%
MA
1068
MJP Associates
Connecticut
$359K +$311K +3,108 New
RYIA
1069
Roehl & Yi Investment Advisors
Oregon
$358K -$8.2K -82 -3%
SFCL
1070
Strengthening Families & Communities LLC
Massachusetts
$357K -$104K -1,041 -25%
JSSH
1071
J. Safra Sarasin Holding
$357K +$71.6K +716 +30%
RRWA
1072
Rainey & Randall Wealth Advisors
Florida
$357K
BCMLT
1073
Beacon Capital Management LLC (Tennessee)
Tennessee
$357K -$17.3K -173 -5%
FHC
1074
First Heartland Consultants
Missouri
$357K -$500 -5 -0.2%
SG
1075
StoneX Group
New York
$354K -$250K -2,503 -45%