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Name Holding Trade Value Shares
Change
Change in
Stake
SB
951
Sunflower Bank
Texas
$644K +$16K +126 +3%
IFG
952
Independent Financial Group
California
$644K -$142K -1,120 -19%
JWM
953
Jeppson Wealth Management
California
$642K -$12.5K -98 -2%
OL
954
Optas LLC
Texas
$642K +$11.7K +92 +2%
WSFS
955
Wilmington Savings Fund Society
Delaware
$642K +$47.1K +371 +8%
LF
956
LifePlan Financial
Minnesota
$639K -$429K -3,377 -41%
FA
957
Fiduciary Alliance
South Carolina
$634K -$18.2K -143 -3%
LWM
958
LJI Wealth Management
Indiana
$631K -$16K -126 -3%
EWM
959
Empirical Wealth Management
Washington
$631K +$184K +1,447 +43%
PCM
960
Penserra Capital Management
California
$631K -$445K -3,506 -42%
KIA
961
KCM Investment Advisors
California
$631K -$48.3K -380 -7%
PF
962
Phoenix Financial
Israel
$630K +$43.8K +345 +8%
OWP
963
ORG Wealth Partners
Texas
$629K +$612K +4,817 New
SSG
964
Summit Securities Group
New York
$628K -$415K -3,269 -40%
TCA
965
Transcend Capital Advisors
New Jersey
$627K +$205K +1,616 +51%
MSFS
966
Main Street Financial Solutions
Pennsylvania
$625K +$17.2K +135 +3%
CNBT
967
Canandaigua National Bank & Trust
New York
$625K +$608K +4,788 New
BWP
968
Balboa Wealth Partners
Arizona
$625K +$14.1K +111 +2%
CMAI
969
Capital Management Associates Inc
Minnesota
$625K +$5.84K +46 +1%
TYCC
970
Texas Yale Capital Corp
Florida
$625K
EDRH
971
Edmond de Rothschild Holding
Switzerland
$624K +$607K +4,781 New
AWM
972
Accurate Wealth Management
Florida
$623K +$324K +2,551 +124%
FTWA
973
Fifth Third Wealth Advisors
Ohio
$622K -$76.5K -602 -11%
Koshinski Asset Management
974
Koshinski Asset Management
Illinois
$622K +$29.5K +232 +5%
CSI
975
Cross Staff Investments
New York
$621K +$9.53K +75 +2%