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Name Holding Trade Value Shares
Change
Change in
Stake
LCG
1301
Lakeshore Capital Group
Illinois
$3.45M +$6.19K +18 +0.2%
GFPC
1302
Global Financial Private Client
Florida
$3.44M +$119K +345 +4%
FWA
1303
Fulcrum Wealth Advisors
Washington
$3.43M -$607K -1,764 -15%
CP
1304
Canopy Partners
Ohio
$3.43M -$83.6K -243 -2%
CCM
1305
Cox Capital Management
Massachusetts
$3.41M -$3.41M -9,895 -50%
Beutel, Goodman & Co
1306
Beutel, Goodman & Co
Ontario, Canada
$3.4M -$4.65M -13,505 -57%
BTD
1307
BankPlus Trust Department
Mississippi
$3.4M +$695K +2,020 +25%
S
1308
SharpePoint
Arizona
$3.39M -$425K -1,236 -11%
CRI
1309
Colonial River Investments
Virginia
$3.38M -$675K -1,962 -16%
Avidian Wealth Enterprises
1310
Avidian Wealth Enterprises
Texas
$3.38M +$567K +1,649 +20%
HH
1311
Hilltop Holdings
Texas
$3.38M -$3.02M -8,783 -47%
PensionDanmark
1312
PensionDanmark
Denmark
$3.38M +$3.44M +10,000 New
Dai-ichi Life Insurance Company
1313
Dai-ichi Life Insurance Company
Japan
$3.37M -$332K -966 -9%
VFA
1314
Voya Financial Advisors
Connecticut
$3.35M -$211K -614 -6%
BWP
1315
BSW Wealth Partners
Colorado
$3.35M +$52.7K +153 +2%
Boston Partners
1316
Boston Partners
Massachusetts
$3.34M -$3.44K -10 -0.1%
PIM
1317
Penobscot Investment Management
Massachusetts
$3.32M +$119K +345 +4%
FFS
1318
Founders Financial Securities
Maryland
$3.32M +$286K +832 +10%
ML
1319
Maniro Ltd
$3.31M +$3.37M +9,800 New
DJSG
1320
D.J. St. Germain
Massachusetts
$3.31M +$52.7K +153 +2%
Circle Wealth Management
1321
Circle Wealth Management
New Jersey
$3.3M -$2.29M -6,659 -41%
FFG
1322
Floyd Financial Group
Missouri
$3.29M +$13.1K +38 +0.4%
SteelPeak Wealth
1323
SteelPeak Wealth
California
$3.29M +$466K +1,355 +16%
LWAM
1324
Legacy Wealth Asset Management
Minnesota
$3.29M -$231K -670 -6%
GCM
1325
GKV Capital Management
California
$3.28M +$608K +1,766 +22%