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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
876
Sagespring Wealth Partners
Tennessee
$555K +$65.2K +707 +14%
RT
877
Rockland Trust
Massachusetts
$552K -$254K -2,761 -33%
CPA
878
Capital Performance Advisors
California
$551K +$520K +5,638 New
BFG
879
Berger Financial Group
Minnesota
$551K -$225K -2,440 -30%
MMA
880
Miracle Mile Advisors
California
$550K +$36.6K +397 +8%
QWM
881
Quadcap Wealth Management
Texas
$550K +$51.1K +554 +11%
PC
882
Parrish Capital
Georgia
$547K +$516K +5,596 New
CCM
883
Chickasaw Capital Management
Tennessee
$547K -$112K -1,215 -18%
BAM
884
Belpointe Asset Management
Nevada
$547K +$1.2K +13 +0.2%
KCP
885
Kera Capital Partners
California
$547K +$478K +5,182 New
KIA
886
KCM Investment Advisors
California
$546K -$142K -1,543 -22%
PVI
887
Pine Valley Investments
New Jersey
$540K -$3.65M -39,653 -88%
SFWC
888
Strategic Family Wealth Counselors
New Jersey
$540K +$202K +2,192 +80%
AC
889
AlphaCore Capital
California
$535K +$164K +1,783 +48%
MWM
890
Manske Wealth Management
Texas
$535K +$33.1K +359 +7%
UCB
891
United Community Bank
South Carolina
$533K -$55.5K -602 -10%
JWM
892
Jeppson Wealth Management
California
$531K +$17.6K +191 +4%
SS
893
SBI Securities
Japan
$530K -$112K -1,210 -18%
SG
894
StoneX Group
New York
$529K +$4.15K +45 +0.8%
GCM
895
Gallacher Capital Management
Colorado
$529K -$36.9K -400 -7%
KPPF
896
Klein Pavlis & Peasley Financial
California
$529K +$184 +2 +0%
Koshinski Asset Management
897
Koshinski Asset Management
Illinois
$522K -$46.5K -505 -9%
VA
898
Valmark Advisers
Ohio
$522K -$14.7K -160 -3%
NHT
899
New Hampshire Trust
New Hampshire
$522K -$62.5K -678 -11%
LBC
900
Lowe Brockenbrough & Co
Virginia
$521K -$173K -1,874 -26%