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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1451
Castleview Partners
Texas
$686K +$166K +6,560 +31%
CAI
1452
Capital Advisors Inc
Oklahoma
$684K +$128K +5,055 +22%
CHAM
1453
Clear Harbor Asset Management
Connecticut
$683K +$6.66K +263 +1%
MA
1454
Montag & Associates
Georgia
$682K -$4.28K -169 -0.6%
FMI
1455
Frec Markets Inc
California
$682K +$695K +27,443 New
OWM
1456
OneAscent Wealth Management
Alabama
$681K -$13.4K -530 -2%
KFA
1457
Kelleher Financial Advisors
New York
$680K +$408K +16,107 +143%
MFG
1458
Magnus Financial Group
New York
$680K +$6.89K +272 +1%
BBI
1459
Baxter Bros Inc
Connecticut
$680K -$11.9K -469 -2%
MSWM
1460
McGlone Suttner Wealth Management
Wisconsin
$678K +$35.5K +1,404 +5%
GSIAS
1461
Garden State Investment Advisory Services
New Jersey
$676K -$433K -17,084 -39%
DJSG
1462
D.J. St. Germain
Massachusetts
$675K +$18.2K +720 +3%
GDP
1463
Great Diamond Partners
Maine
$670K -$2.07M -81,761 -75%
PJWM
1464
Philip James Wealth Mangement
Georgia
$669K +$46.9K +1,851 +7%
CWS
1465
Cypress Wealth Services
California
$668K +$311K +12,297 +84%
OPTFSNA
1466
Old Point Trust & Financial Services N A
Virginia
$667K -$58.6K -2,316 -8%
FFS
1467
Fortress Financial Solutions
Arizona
$666K -$5.82K -230 -0.9%
AP
1468
Advisortrust Partners
North Carolina
$666K +$678K +26,798 New
RPGNY
1469
Retirement Planning Group (New York)
New York
$665K +$20.3K +803 +3%
CFG
1470
Cooper Financial Group
California
$665K -$114K -4,508 -14%
AG
1471
AmeriFlex Group
Nevada
$664K -$92.4K -3,650 -12%
DM
1472
Diversified Management
Wisconsin
$663K +$676K +26,692 New
DFG
1473
Dynamic Financial Group
Iowa
$663K -$4.63K -183 -0.7%
ALAM
1474
Asahi Life Asset Management
Japan
$661K +$335K +13,247 +99%
LCWP
1475
Legacy Capital Wealth Partners
Arkansas
$658K -$11.2K -441 -2%