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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
851
Cladis Investment Advisory
Montana
$1.01M
CAM
852
Cozad Asset Management
Illinois
$1.01M
WA
853
Wealth Alliance
New York
$1,000K +$43.6K +468 +5%
CPM
854
Connective Portfolio Management
New York
$995K +$899K +9,660 New
DAS
855
Dynamic Advisor Solutions
Arizona
$995K -$160K -1,716 -15%
MWM
856
Meridian Wealth Management
Kentucky
$991K -$371K -3,987 -29%
SFO
857
Stokes Family Office
Louisiana
$990K -$128K -1,372 -12%
GS
858
GTS Securities
Florida
$987K +$910K +9,783 New
EFS
859
Essex Financial Services
Connecticut
$987K -$16.7K -179 -2%
SAM
860
Storebrand Asset Management
Norway
$982K +$541K +5,813 +149%
JWM
861
Janiczek Wealth Management
Colorado
$980K +$26.1K +280 +3%
II
862
Inspire Investing
Idaho
$975K +$899K +9,662 New
Hudson Bay Capital Management
863
Hudson Bay Capital Management
Connecticut
$967K +$891K +9,577 New
DJSG
864
D.J. St. Germain
Massachusetts
$966K +$891K +9,574 New
HIM
865
Herald Investment Management
United Kingdom
$959K
SYBT
866
Stock Yards Bank & Trust
Kentucky
$956K -$462K -4,966 -34%
FAFN
867
First Affirmative Financial Network
Colorado
$951K +$138K +1,488 +19%
SIMG
868
Sonora Investment Management Group
Arizona
$951K -$169K -1,814 -16%
ONGA
869
O'Neil Global Advisors
California
$949K +$875K +9,400 New
NFG
870
Nations Financial Group
Iowa
$948K +$16.1K +173 +2%
MYLI
871
Meiji Yasuda Life Insurance
Japan
$947K -$18.3K -197 -2%
BPA
872
Beacon Pointe Advisors
California
$945K -$176K -1,889 -17%
PCG
873
Prosperity Consulting Group
Maryland
$940K -$51.3K -551 -6%
AIIMS
874
Analyst IMS Investment Management Services
Israel
$931K
BSW
875
Buckingham Strategic Wealth
Missouri
$924K +$130K +1,394 +18%