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Name Holding Trade Value Shares
Change
Change in
Stake
LFP
1251
Leeward Financial Partners
Washington
$281K +$1.71K +15 +0.6%
QPBE
1252
Quintet Private Bank (Europe)
Luxembourg
$280K – – –
TFS
1253
Targeted Financial Services
Florida
$279K +$279K +2,447 New
PWPS
1254
Pinnacle Wealth Planning Services
Ohio
$279K -$119K -1,043 -30%
PFWA
1255
Paces Ferry Wealth Advisors
Georgia
$279K -$14.7K -129 -5%
AC
1256
Apella Capital
Connecticut
$278K -$14.6K -128 -5%
BA
1257
Ballast Advisors
Minnesota
$278K +$13.1K +115 +5%
SC
1258
SouthState Corp
Florida
$277K – – –
JFG
1259
Jefferies Financial Group
New York
$276K -$97.2K -852 -26%
SIMG
1260
Stephens Investment Management Group
Texas
$276K +$13.4K +117 +5%
OFG
1261
Oxford Financial Group
Indiana
$275K -$104K -913 -28%
Koshinski Asset Management
1262
Koshinski Asset Management
Illinois
$274K -$34.2K -300 -11%
TPWA
1263
Twin Peaks Wealth Advisors
California
$274K -$24.2K -212 -8%
VCP
1264
Verus Capital Partners
Arizona
$274K +$3.77K +33 +1%
MWM
1265
Maripau Wealth Management
Indiana
$274K +$29.4K +258 +12%
WAG
1266
Wallace Advisory Group
California
$273K -$255K -2,234 -48%
WC
1267
Wynn Capital
Georgia
$272K -$571 -5 -0.2%
BP
1268
BNP Paribas
France
$272K -$757K -6,635 -74%
BAM
1269
Belpointe Asset Management
Nevada
$271K +$27.4K +240 +11%
FCA
1270
Fortis Capital Advisors
Kansas
$271K +$27.4K +240 +11%
FHC
1271
First Heartland Consultants
Missouri
$271K -$49.8K -436 -16%
CAM
1272
Cidel Asset Management
Ontario, Canada
$271K +$8.22K +72 +3%
MFG
1273
Magnus Financial Group
New York
$270K +$61.3K +537 +29%
RIP
1274
Reliant Investment Partners
North Carolina
$270K – – –
FFS
1275
Founders Financial Securities
Maryland
$270K -$9.02K -79 -3%