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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
826
Soltis Investment Advisors
Utah
$273K +$18.3K +201 +7%
DIM
827
Delta Investment Management
California
$273K +$1.73K +19 +0.6%
PA
828
ProCore Advisors
California
$272K +$280K +3,080 New
CFAM
829
Center For Asset Management
Florida
$272K -$37.4K -411 -12%
KWA
830
Kingswood Wealth Advisors
California
$271K +$49.2K +540 +21%
BFA
831
Beaumont Financial Advisors
Massachusetts
$270K +$2.82K +31 +1%
ETC
832
Exchange Traded Concepts
Oklahoma
$267K +$30.7K +337 +13%
CFP
833
Catalyst Financial Partners
Massachusetts
$267K +$36.6K +402 +15%
DTC
834
Davidson Trust Company
Washington
$266K -$137K -1,506 -33%
CSF
835
Capital Squared Financial
Maryland
$265K – – –
HCM
836
Hodges Capital Management
Texas
$265K – – –
IGGA
837
Iron Gate Global Advisors
Utah
$265K – – –
WSC
838
Wellington Shields & Co
New York
$265K – – –
TLP
839
Trinity Legacy Partners
Texas
$264K -$3.46K -38 -1%
CFO
840
Cambient Family Office
Michigan
$264K +$270K +2,970 New
VDI
841
Vaughan David Investments
Illinois
$264K – – –
PPWP
842
Premier Path Wealth Partners
New Jersey
$264K +$45.1K +495 +20%
Fisher Asset Management
843
Fisher Asset Management
Washington
$264K -$20.4K -224 -7%
AWM
844
Aviso Wealth Management
Washington
$263K -$5.46K -60 -2%
EA
845
Everpar Advisors
Oklahoma
$262K -$105K -1,156 -28%
TCWA
846
Turtle Creek Wealth Advisors
Texas
$260K +$1.27K +14 +0.5%
1SB
847
1ST Source Bank
Indiana
$260K – – –
MPWT
848
MassMutual Private Wealth & Trust
Connecticut
$259K -$8.1K -89 -3%
FMI
849
Frec Markets Inc
California
$259K +$267K +2,929 New
LWP
850
LeClair Wealth Partners
Ohio
$258K -$7.47K -82 -3%