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Name Holding Trade Value Shares
Change
Change in
Stake
AA
676
Altrafin AG
$452K
BGA
677
Battery Global Advisors
Massachusetts
$450K
LAM
678
Lewis Asset Management
California
$448K +$538K +2,775 New
UB
679
UMB Bank
Missouri
$447K -$26.6K -137 -5%
ACS
680
Archford Capital Strategies
Illinois
$447K
BWA
681
Bordeaux Wealth Advisors
California
$445K -$655K -3,380 -55%
II
682
Inspire Investing
Idaho
$441K +$97.5K +503 +23%
DJSG
683
D.J. St. Germain
Massachusetts
$439K +$527K +2,718 New
AT
684
Arden Trust
Delaware
$430K -$20.9K -108 -4%
DA
685
Doliver Advisors
Texas
$430K -$1.18M -6,060 -69%
RPCONE
686
Retirement Planning Company of New England
Rhode Island
$430K +$516K +2,662 New
LSPW
687
Lake Street Private Wealth
Illinois
$430K +$85.3K +440 +20%
WAS
688
Wealth Advisory Solutions
Indiana
$428K +$184K +950 +56%
NFSG
689
Newbridge Financial Services Group
Florida
$423K +$99.9K +515 +24%
FZCM
690
Flynn Zito Capital Management
New York
$423K +$507K +2,615 New
SWM
691
Spire Wealth Management
Virginia
$418K -$498K -2,569 -50%
DT
692
Diversified Trust
Tennessee
$417K -$155K -800 -24%
IAIM
693
International Assets Investment Management
Florida
$413K +$3.3K +17 +0.7%
CCM
694
Cohen Capital Management
California
$412K +$494K +2,550 New
BM
695
Brandywine Managers
Delaware
$412K
WA
696
Wealth Alliance
New York
$411K +$494K +2,546 New
FFA
697
Farther Finance Advisors
California
$408K +$164K +847 +50%
GAG
698
GM Advisory Group
New York
$407K -$28.1K -145 -5%
CA
699
Cornerstone Advisory
Maryland
$405K +$200K +1,032 +70%
UM
700
Ulysses Management
New York
$404K +$485K +2,500 New