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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
751
Schechter Investment Advisors
Michigan
$408K +$3.35K +70 +0.9%
LIM
752
Leavell Investment Management
Alabama
$408K -$717 -15 -0.2%
HI
753
Harbour Investments
Wisconsin
$408K +$28.9K +605 +8%
TGAM
754
TBH Global Asset Management
Tennessee
$407K +$15.3K +320 +4%
PAS
755
Park Avenue Securities
New York
$407K -$73.6K -1,540 -17%
MW
756
Marcum Wealth
Ohio
$407K +$372K +7,775 New
EI
757
Ellevest Inc
New York
$407K +$28.4K +595 +8%
CBTWT
758
Community Bank & Trust (Waco, Texas)
Texas
$406K – – –
GA
759
Geller Advisors
New York
$400K -$8.36K -175 -2%
CAGAS
760
Capital Advisory Group Advisory Services
Minnesota
$398K -$4.54K -95 -1%
KLI
761
Kelman-Lazarov Inc
Tennessee
$394K – – –
KFS
762
Kurt F. Somerville
$393K – – –
GWP
763
Gen-Wealth Partners
Michigan
$389K +$355K +7,435 New
BAM
764
Belpointe Asset Management
Nevada
$385K +$352K +7,360 New
FCA
765
Fortis Capital Advisors
Kansas
$385K +$352K +7,360 New
CW
766
CreativeOne Wealth
Kansas
$384K -$717 -15 -0.2%
KFS
767
Keynote Financial Services
Connecticut
$384K +$351K +7,335 New
BCWM
768
Bartlett & Co Wealth Management
Ohio
$383K +$478 +10 +0.1%
YMRC
769
Yorktown Management & Research Company
Virginia
$379K – – –
MAG
770
M3 Advisory Group
Massachusetts
$379K -$25.1K -525 -7%
PWG
771
Portside Wealth Group
Utah
$378K +$1.67K +35 +0.5%
LFAS
772
Level Four Advisory Services
Texas
$377K – – –
SI
773
Seeds Investor
New York
$375K -$211K -4,415 -38%
ATC
774
Argent Trust Co
Tennessee
$374K -$18.9K -395 -5%
BFW
775
Brady Family Wealth
Missouri
$374K -$5.97K -125 -2%
29 30
31
32 33