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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
2151
Main Street Financial Solutions
Pennsylvania
$718K +$126K +366 +21%
XSC
2152
X-Square Capital
Puerto Rico
$717K
CWS
2153
Cypress Wealth Services
California
$716K -$36.8K -107 -5%
SWA
2154
SFMG Wealth Advisors
Texas
$715K -$29.6K -86 -4%
GWANC
2155
Guardian Wealth Advisors (North Carolina)
North Carolina
$715K -$21.3K -62 -3%
OC
2156
Oakworth Capital
Alabama
$713K +$315K +915 +77%
ECA
2157
Elevate Capital Advisors
Colorado
$713K +$726K +2,110 New
PWA
2158
Provenance Wealth Advisors
Florida
$711K -$22.7K -66 -3%
CBT
2159
Crews Bank & Trust
Florida
$709K +$21K +61 +3%
RCG
2160
Regatta Capital Group
California
$707K -$48.9K -142 -6%
DG
2161
DMC Group
Alabama
$707K +$242K +702 +51%
NCG
2162
Newport Capital Group
New Jersey
$706K +$66.4K +193 +10%
HI
2163
Hoey Investments
Pennsylvania
$706K +$20.3K +59 +3%
PCM
2164
Palisade Capital Management
New Jersey
$706K +$119K +347 +20%
DF
2165
Dunhill Financial
United Kingdom
$704K +$42.7K +124 +6%
ATI
2166
Act Two Investors
California
$702K
FCA
2167
Fortis Capital Advisors
Kansas
$702K +$357K +1,036 +100%
HP
2168
Holistic Planning
Texas
$701K +$102K +297 +17%
SHFG
2169
S Harris Financial Group
Texas
$701K +$87.4K +254 +14%
CCC
2170
Compass Capital Corp
Massachusetts
$701K
KWM
2171
KFG Wealth Management
Indiana
$700K -$14.8K -43 -2%
LPT
2172
Legacy Private Trust
Wisconsin
$699K
NCM
2173
Novare Capital Management
North Carolina
$693K +$169K +490 +31%
CFA
2174
Capstone Financial Advisors
Illinois
$693K +$333K +968 +89%
MCP
2175
Mirador Capital Partners
California
$692K +$62.6K +182 +10%