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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1276
Avidian Wealth Enterprises
Texas
$1.68M +$101K +546 +8%
PWM
1277
Perigon Wealth Management
California
$1.68M +$280K +1,514 +26%
GCS
1278
Gordian Capital (Singapore)
Singapore
$1.68M -$185K -1,000 -12%
CSB
1279
City State Bank
Iowa
$1.67M +$140K +756 +11%
RA
1280
RFG Advisory
Alabama
$1.67M -$420K -2,269 -24%
GWM
1281
Greenwich Wealth Management
Connecticut
$1.67M +$71.5K +386 +6%
S
1282
Sunpointe
Missouri
$1.67M -$55.9K -302 -4%
GFP
1283
Gryphon Financial Partners
Ohio
$1.67M +$414K +2,233 +44%
ADMI
1284
Albert D. Mason Inc
Massachusetts
$1.66M -$92.4K -499 -6%
JIR
1285
James Investment Research
Ohio
$1.65M -$89.8K -485 -6%
TBC
1286
Ted Buchan & Co
California
$1.65M +$233K +1,259 +21%
FC
1287
Forte Capital
New York
$1.65M +$556 +3 +0%
WC
1288
Westerkirk Capital
$1.64M +$1.34M +7,250 New
1IA
1289
1620 Investment Advisors
Massachusetts
$1.64M +$10.6K +57 +0.8%
DSA
1290
Davis Selected Advisers
Arizona
$1.63M +$1.33M +7,200 New
AAS
1291
Ameritas Advisory Services
Nebraska
$1.63M -$806K -4,353 -38%
GFG
1292
Greystone Financial Group
Michigan
$1.62M -$395K -2,131 -23%
WAM
1293
WealthTrust Asset Management
Florida
$1.62M +$5K +27 +0.4%
HSA
1294
HBK Sorce Advisory
Pennsylvania
$1.61M -$13.7K -74 -1%
ONST
1295
Old North State Trust
North Carolina
$1.6M +$309K +1,670 +31%
CWM
1296
Connecticut Wealth Management
Connecticut
$1.6M -$51.3K -277 -4%
BWM
1297
BigSur Wealth Management
Florida
$1.6M +$13.3K +72 +1%
WR
1298
WD Rutherford
Oregon
$1.6M -$4.63K -25 -0.4%
PPWP
1299
Premier Path Wealth Partners
New Jersey
$1.59M -$59.7K -322 -4%
BFG
1300
Beacon Financial Group
Texas
$1.59M +$19.6K +106 +2%