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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
476
Caitong International Asset Management
Hong Kong
$33.9K +$30.6K +174 New
BWAM
477
Boyd Watterson Asset Management
Ohio
$33.1K
KFI
478
Key Financial Inc
Pennsylvania
$33.1K +$1.41K +8 +5%
CA
479
Continuum Advisory
Idaho
$32.3K
SC
480
SouthState Corp
Florida
$32.1K
PAM
481
Parvin Asset Management
South Dakota
$31.7K +$28.7K +163 New
CAS
482
Coppell Advisory Solutions
Texas
$31.3K -$4.05K -23 -13%
TCOV
483
Trust Company of Vermont
Vermont
$31.1K +$15K +85 +113%
MA
484
Modus Advisors
Minnesota
$30.6K +$27.6K +157 New
AF
485
Advisornet Financial
Minnesota
$29.6K -$10.6K -60 -28%
Bessemer Group
486
Bessemer Group
New Jersey
$29K +$704 +4 +3%
WTFG
487
Wood Tarver Financial Group
Idaho
$29K +$27.1K +154 New
CCA
488
Criterion Capital Advisors
Tennessee
$28.7K
SVCP
489
Silicon Valley Capital Partners
California
$28.1K +$352 +2 +1%
GKIM
490
GW&K Investment Management
Massachusetts
$28K
HWP
491
Highline Wealth Partners
California
$27.3K -$2.11K -12 -8%
BONH
492
Bank of New Hampshire
New Hampshire
$26.3K
MSG
493
Main Street Group
Virginia
$26.1K +$23.6K +134 New
VHAM
494
Van Hulzen Asset Management
California
$25.9K +$23.4K +133 New
CT
495
Coastline Trust
Rhode Island
$25.1K +$4.57K +26 +25%
TFGT
496
TS Financial Group (TSFG)
Illinois
$25K +$352 +2 +2%
CSC
497
Caldwell Sutter Capital
California
$24.7K
VWM
498
Venturi Wealth Management
Texas
$23.7K -$2.29K -13 -10%
PFA
499
Pathway Financial Advisers
Indiana
$23.2K +$176 +1 +0.8%
BIA
500
Bell Investment Advisors
California
$22.6K +$880 +5 +5%