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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1501
ARS Wealth Advisors
Florida
$997K -$294K -10,752 -19%
BCM
1502
Bayesian Capital Management
New York
$994K -$445K -16,288 -27%
VVP
1503
Venture Visionary Partners
Ohio
$993K +$101K +3,700 +9%
FMW
1504
Farr Miller & Washington
District of Columbia
$988K +$72.5K +2,653 +6%
PFBT
1505
Parkside Financial Bank & Trust
Missouri
$988K +$110K +4,012 +10%
CT
1506
Columbia Trust
Oregon
$988K +$135K +4,937 +12%
AWE
1507
Avidian Wealth Enterprises
Texas
$987K +$119K +4,369 +11%
SAM
1508
Sawgrass Asset Management
Florida
$986K -$78.1K -2,859 -6%
TCM
1509
Towercrest Capital Management
Pennsylvania
$983K -$136K -4,972 -10%
GEA
1510
Glen Eagle Advisors
New Jersey
$982K -$21.6K -789 -2%
WAS
1511
Wealth Advisory Solutions
Indiana
$975K +$636K +23,284 +111%
BFM
1512
Boston Financial Management
Massachusetts
$974K +$6.12K +224 +0.5%
BRM
1513
Boston Research & Management
Massachusetts
$973K -$23.8K -870 -2%
CTA
1514
Colonial Trust Advisors
South Carolina
$973K +$46.9K +1,715 +4%
GPFA
1515
Game Plan Financial Advisors
Ohio
$972K -$65.5K -2,397 -5%
CC
1516
Cannell & Co
New York
$971K -$6.94M -253,897 -85%
CA
1517
Claro Advisors
Massachusetts
$971K -$2.73K -100 -0.2%
YIA
1518
YHB Investment Advisors
Connecticut
$968K +$89.6K +3,279 +8%
BHBT
1519
Burke & Herbert Bank & Trust
Virginia
$967K +$628 +23 +0.1%
CA
1520
Continuum Advisory
Idaho
$966K +$55.9K +2,047 +5%
CA
1521
Cornerstone Advisory
Maryland
$966K +$174K +6,351 +17%
KWMG
1522
King Wealth Management Group
Florida
$965K -$99.3K -3,633 -8%
CBA
1523
Coastal Bridge Advisors
Connecticut
$965K +$2.95K +108 +0.2%
PP
1524
PagnatoKarp Partners
Virginia
$964K +$70K +2,562 +6%
SBWM
1525
Sunflower Bank Wealth Management
Arizona
$959K -$386K -14,140 -24%