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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
851
Financial Management Professionals
Texas
$643K +$25.2K +565 +4%
CA
852
Crumly & Associates
Illinois
$637K -$16.3K -367 -2%
HAG
853
HighPoint Advisor Group
Illinois
$636K -$33.3K -748 -5%
BFA
854
Buttonwood Financial Advisors
Maryland
$632K -$6.14K -138 -0.9%
SM
855
Southport Management
Wyoming
$629K +$668K +15,000 New
WTA
856
Washington Trust Advisors
Massachusetts
$628K
AWAP
857
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$628K +$39K +875 +6%
GLLW
858
Graves Light Lenhart Wealth
Virginia
$626K -$50.4K -1,132 -7%
MHIC
859
Marble Harbor Investment Counsel
Massachusetts
$624K -$50K -1,122 -7%
MRCM
860
M&R Capital Management
New Jersey
$622K +$10.7K +241 +2%
HAI
861
Hennessy Advisors Inc
California
$621K +$111K +2,500 +20%
CI
862
Cigna Investments
Connecticut
$616K -$14.7K -330 -2%
SWM
863
SeaCrest Wealth Management
New York
$615K -$24K -540 -4%
AWE
864
Avidian Wealth Enterprises
Texas
$615K +$17.4K +391 +3%
PSP
865
Principal Street Partners
Tennessee
$612K
LWAM
866
Legacy Wealth Asset Management
Minnesota
$612K +$6.99K +157 +1%
MMPW
867
Mitchell McLeod Pugh & Williams
Alabama
$608K -$27.7K -622 -4%
MOS
868
MGO One Seven
Ohio
$607K +$45.3K +1,017 +8%
FNBT
869
FineMark National Bank & Trust
Florida
$606K +$13.1K +295 +2%
DWP
870
Daymark Wealth Partners
Ohio
$606K -$1.29K -29 -0.2%
AIP
871
Ameritas Investment Partners
Nebraska
$603K -$29.3K -658 -4%
NHC
872
Nicholas Hoffman & Company
Georgia
$603K +$105K +2,367 +20%
GCM
873
Gallacher Capital Management
Colorado
$601K +$637K +14,315 New
JWCA
874
J.W. Cole Advisors
Florida
$600K -$54.3K -1,220 -8%
CSPIA
875
Cary Street Partners Investment Advisory
Virginia
$598K -$31.4K -706 -5%