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Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
Clearstead Advisors
Ohio
$860K +$285K +5,320 +40%
TTIC
827
Tower Trust & Investment Company
Iowa
$858K +$15.2K +283 +2%
SWP
828
Sagespring Wealth Partners
Tennessee
$855K +$4.23K +79 +0.4%
GI
829
Gradient Investments
Minnesota
$838K -$3.54K -66 -0.4%
SL
830
Sentry LLC
Tennessee
$831K
HPC
831
HM Payson & Co
Maine
$824K +$53.6K +1,000 +6%
JMA
832
J.M. Arbour
Maine
$823K +$32.8K +612 +4%
KWA
833
Kingswood Wealth Advisors
California
$821K -$21K -391 -2%
BAM
834
Belpointe Asset Management
Nevada
$819K -$645K -12,034 -41%
DBIA
835
Dumont & Blake Investment Advisors
New Jersey
$814K -$97.9K -1,827 -9%
BPW
836
Bingham Private Wealth
California
$812K +$140K +2,619 +18%
MHC
837
Meyer Handelman Company
New York
$800K
CFG
838
Citizens Financial Group
Rhode Island
$793K +$101K +1,881 +12%
ATPW
839
Ashton Thomas Private Wealth
Arizona
$793K -$44.6K -832 -5%
CMANY
840
Capital Management Associates (New York)
New York
$790K
AWE
841
Avidian Wealth Enterprises
Texas
$775K -$6.7K -125 -0.7%
FMN
842
Financial Management Network
California
$773K -$133K -2,478 -13%
NFGCM
843
Norman Fields Gottscho Capital Management
New York
$766K +$519K +9,685 +142%
MWM
844
Manske Wealth Management
Texas
$766K -$26.8K -500 -3%
CL
845
CSS LLC
Illinois
$766K -$57K -1,063 -6%
PAM
846
Panagora Asset Management
Massachusetts
$764K
CFB
847
Cullen/Frost Bankers
Texas
$759K -$2.95M -54,983 -77%
ISL
848
Ingalls & Snyder LLC
New York
$758K -$288K -5,376 -25%
FPL
849
Fortress Private Ledger
North Carolina
$755K +$29.1K +543 +3%
CPW
850
Cove Private Wealth
New York
$752K