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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
776
Coldstream Capital Management
Washington
$920K -$12.5K -101 -1%
BFG
777
Beacon Financial Group
Texas
$915K – – –
PG
778
Prostatis Group
Maryland
$912K +$59.8K +483 +7%
HI
779
Harbour Investments
Wisconsin
$910K +$953K +7,695 New
GCP
780
GSA Capital Partners
United Kingdom
$904K +$946K +7,640 New
P
781
Paradiem
Louisiana
$902K +$350K +2,828 +57%
BWP
782
BSW Wealth Partners
Colorado
$897K -$124 -1 -0%
SGI
783
Summit Global Investments
Utah
$897K +$88.7K +716 +10%
CWM
784
Cordatus Wealth Management
Pennsylvania
$896K +$304K +2,452 +48%
Cerity Partners
785
Cerity Partners
New York
$889K +$263K +2,120 +39%
ACM
786
Alta Capital Management
Utah
$889K +$518K +4,185 +125%
OFS
787
OneAscent Financial Services
Alabama
$888K -$84K -678 -8%
TNB
788
TCF National Bank
South Dakota
$888K +$23.9K +193 +3%
GIA
789
GHP Investment Advisors
Colorado
$887K +$3.47K +28 +0.4%
MPCG
790
Matrix Private Capital Group
New York
$886K -$8.05K -65 -0.9%
JSAM
791
J. Safra Asset Management
New York
$884K +$926K +7,473 New
QI
792
Qtron Investments
Massachusetts
$879K -$268K -2,163 -23%
RWB
793
RMR Wealth Builders
New Jersey
$879K +$78.8K +636 +9%
ATPW
794
Ashton Thomas Private Wealth
Arizona
$879K +$160K +1,288 +21%
LNC
795
Lincoln National Corp
Pennsylvania
$878K -$258K -2,084 -22%
JCM
796
Jag Capital Management
Missouri
$867K +$908K +7,327 New
SXL
797
Summit X LLC
Missouri
$860K +$408K +3,297 +82%
PCIA
798
Prime Capital Investment Advisors
Kansas
$856K +$788K +6,361 +727%
SAM
799
Seelaus Asset Management
New Jersey
$849K -$9.91K -80 -1%
BWP
800
Baldwin Wealth Partners
Massachusetts
$847K +$60.7K +490 +7%