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Name Holding Trade Value Shares
Change
Change in
Stake
KA
2576
Kearns & Associates
California
$760K
OFS
2577
OneAscent Financial Services
Alabama
$757K +$296K +1,292 +68%
RWS
2578
Resolute Wealth Strategies
Mississippi
$754K +$20.4K +89 +3%
JWM
2579
JGP Wealth Management
Oregon
$752K -$12.1K -53 -2%
WF
2580
WoodTrust Financial
Wisconsin
$752K -$44.4K -194 -6%
BIAS
2581
Beacon Investment Advisory Services
New Jersey
$751K -$20.8K -91 -3%
HCM
2582
Hutchinson Capital Management
California
$748K -$97.3K -425 -12%
IWA
2583
Intercontinental Wealth Advisors
Texas
$748K +$3.43K +15 +0.5%
D
2584
Diversified
Delaware
$748K -$9.38K -41 -1%
MIM
2585
MTM Investment Management
South Carolina
$746K +$2.52K +11 +0.4%
MCC
2586
Money Concepts Capital
Florida
$746K -$939K -4,104 -57%
LA
2587
Latitude Advisors
Florida
$745K -$182K -796 -20%
TWM
2588
TMD Wealth Management
Arizona
$744K +$153K +669 +27%
SIG
2589
Sargent Investment Group
Maryland
$744K +$6.87K +30 +1%
HCP
2590
Hexagon Capital Partners
Arkansas
$744K -$65.2K -285 -8%
CWP
2591
Curated Wealth Partners
California
$742K -$21.5K -94 -3%
PWM
2592
PBMares Wealth Management
Virginia
$741K -$37.1K -162 -5%
MIM
2593
Morningstar Investment Management
Illinois
$741K +$714K +3,119 New
SIAG
2594
Safeguard Investment Advisory Group
California
$739K +$46.2K +202 +7%
LOAMU
2595
Lombard Odier Asset Management (USA)
New York
$736K -$114K -500 -14%
MTWM
2596
Masso Torrence Wealth Management
New Jersey
$736K +$11K +48 +2%
AC
2597
Annandale Capital
Texas
$732K
JFG
2598
Jefferies Financial Group
New York
$730K +$554K +2,421 +370%
SG Americas Securities
2599
SG Americas Securities
New York
$729K -$944K -4,124 -57%
FPWM
2600
FSB Premier Wealth Management
Iowa
$729K -$3.89K -17 -0.6%