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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
901
Physicians Financial Services
North Carolina
$366K +$318K +3,355 New
RIL
902
Rothschild Investment LLC
Illinois
$365K -$722K -7,614 -69%
CAAS
903
Capital Asset Advisory Services
Michigan
$365K +$316K +3,333 New
IWM
904
IHT Wealth Management
Illinois
$364K +$51.4K +542 +19%
ACM
905
Alta Capital Management
Utah
$363K -$278K -2,935 -47%
BHC
906
Bowen Hanes & Co
Florida
$363K
PWM
907
Perigon Wealth Management
California
$362K +$40.6K +428 +15%
KA
908
Kovack Advisors
Florida
$362K +$315K +3,323 New
AWE
909
Avidian Wealth Enterprises
Texas
$358K -$4.93K -52 -2%
SCM
910
Southport Capital Management
Tennessee
$358K +$5.79K +61 +2%
AP
911
Appleton Partners
Massachusetts
$355K +$309K +3,257 New
AIM
912
Acropolis Investment Management
Missouri
$354K -$23.2K -245 -7%
JIC
913
Joel Isaacson & Co
New York
$354K
XM
914
XTX Markets
New York
$353K +$307K +3,240 New
WI
915
Wintrust Investments
Illinois
$349K +$7.02K +74 +2%
MMA
916
Miracle Mile Advisors
California
$349K +$28.5K +300 +10%
LDFR
917
Lehman & Derafelo Financial Resources
Pennsylvania
$348K
AC
918
Athanor Capital
New York
$348K +$302K +3,188 New
BHWM
919
Bar Harbor Wealth Management
New Hampshire
$345K -$11.5K -121 -4%
RB
920
Renasant Bank
Mississippi
$345K +$300K +3,160 New
XSC
921
X-Square Capital
Puerto Rico
$344K
VA
922
Valmark Advisers
Ohio
$343K +$298K +3,143 New
MHR
923
Matthew Hamilton Rosenberg
$342K
FPC
924
Falcon Point Capital
California
$342K +$25.7K +271 +9%
P
925
Palladiem
Pennsylvania
$342K +$297K +3,132 New