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Name Holding Trade Value Shares
Change
Change in
Stake
WEG
426
World Equity Group
Illinois
$286K -$181K -3,727 -26%
GAM
427
Garrison Asset Management
Arkansas
$284K
PMA
428
Prudent Man Advisors
Illinois
$284K
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$253K +5,200 New
PA
430
Parallel Advisors
California
$282K +$40.1K +825 +19%
GLA
431
Good Life Advisors
Pennsylvania
$281K -$33.8K -695 -12%
MWM
432
Mission Wealth Management
California
$277K -$25.7K -529 -9%
KOC
433
Koss-Olinger Consulting
Florida
$277K -$7.93K -163 -3%
CWP
434
Curated Wealth Partners
California
$276K +$246K +5,067 New
GCM
435
Gallacher Capital Management
Colorado
$275K +$39K +801 +19%
TCOV
436
Trust Company of Vermont
Vermont
$274K -$15.1K -310 -6%
JCM
437
Jacobi Capital Management
Pennsylvania
$273K -$4.52K -93 -2%
BAM
438
Belpointe Asset Management
Nevada
$272K -$516K -10,611 -68%
ZF
439
Zhang Financial
Michigan
$272K -$20.1K -413 -8%
ECM
440
Estabrook Capital Management
New York
$271K
LF
441
Lantz Financial
Illinois
$269K +$241K +4,952 New
CFG
442
CKW Financial Group
Hawaii
$269K
CTC
443
Central Trust Company
Missouri
$268K -$5.88K -121 -2%
Koshinski Asset Management
444
Koshinski Asset Management
Illinois
$265K -$13.7K -282 -5%
BF
445
BOK Financial
Oklahoma
$264K -$682K -14,020 -74%
KIA
446
KLR Investment Advisors
Rhode Island
$263K -$196K -4,038 -46%
SCM
447
Stonebridge Capital Management
California
$260K -$114K -2,350 -33%
GAMC
448
Garner Asset Management Corp
Texas
$260K -$6.08K -125 -3%
EIP
449
Epoch Investment Partners
New York
$257K +$230K +4,728 New
EFS
450
Essex Financial Services
Connecticut
$256K +$26.7K +548 +13%