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Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
1426
J. Safra Sarasin Holding
$638K +$631K +28,027 New
RZH
1427
Relyea Zuckerberg Hanson
Connecticut
$638K +$154K +6,838 +32%
GFP
1428
Gryphon Financial Partners
Ohio
$635K -$170K -7,576 -21%
AIA
1429
Affinity Investment Advisors
California
$634K -$280K -12,449 -31%
DWP
1430
Daymark Wealth Partners
Ohio
$633K +$27.3K +1,212 +5%
HCM
1431
Horrell Capital Management
Arkansas
$630K +$1.71K +76 +0.3%
CRI
1432
Colonial River Investments
Virginia
$630K -$92.2K -4,097 -13%
MCM
1433
Mainstream Capital Management
California
$630K
MSFS
1434
Main Street Financial Solutions
Pennsylvania
$629K -$244K -10,859 -28%
QFA
1435
Quantum Financial Advisors
California
$629K -$2.7K -120 -0.4%
CCM
1436
Chilton Capital Management
Texas
$629K +$6.35K +282 +1%
AWMG
1437
Alliance Wealth Management Group
New Jersey
$628K +$11.2K +496 +2%
OWM
1438
OneAscent Wealth Management
Alabama
$625K +$4.41K +196 +0.7%
FZCM
1439
Flynn Zito Capital Management
New York
$625K +$38.1K +1,692 +7%
LAM
1440
L2 Asset Management
Massachusetts
$625K -$19.6K -872 -3%
SCA
1441
SMH Capital Advisors
Texas
$625K -$29.6K -1,315 -5%
LWM
1442
Lakeridge Wealth Management
Ohio
$623K +$3.2K +142 +0.5%
SWP
1443
Strategic Wealth Partners
Ohio
$621K -$383K -17,039 -41%
LA
1444
LexAurum Advisors
Kansas
$620K -$341K -15,151 -36%
FCA
1445
FLC Capital Advisors
California
$619K
MWM
1446
MinichMacGregor Wealth Management
New York
$618K +$384K +17,068 +170%
RAS
1447
RPS Advisory Solutions
Kentucky
$617K -$4.95K -220 -0.8%
TC
1448
Trust Company
Kansas
$617K -$147K -6,532 -19%
AFPL
1449
Advus Financial Partners, LLC
Florida
$616K +$214K +9,511 +54%
CNB
1450
Camden National Bank
Maine
$616K +$31.5K +1,400 +5%