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Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
501
Pacific Capital Wealth Advisors
California
$32K +$30.6K +765 New
CTC
502
Central Trust Company
Missouri
$31K – – –
HFRG
503
Houlihan Financial Resource Group
Virginia
$31K +$26K +650 New
NICM
504
Neo Ivy Capital Management
New York
$31K +$29.8K +745 New
VFA
505
Valeo Financial Advisors
Indiana
$30K -$32.2K -806 -53%
RFA
506
Reilly Financial Advisors
California
$29K -$8.56K -214 -23%
AF
507
Allworth Financial
California
$29K +$120 +3 +0.4%
AW
508
Avion Wealth
Texas
$27K – – –
CFB
509
Cullen/Frost Bankers
Texas
$26K -$47.5K -1,188 -66%
BWA
510
Burt Wealth Advisors
Maryland
$26K – – –
SFS
511
Sowell Financial Services
Arkansas
$25K -$4.6K -115 -16%
JFA
512
JNBA Financial Advisors
Minnesota
$24K – – –
MWP
513
Meridian Wealth Partners
Pennsylvania
$24K +$280 +7 +1%
Federated Hermes
514
Federated Hermes
Pennsylvania
$23K -$4.32K -108 -17%
BCA
515
Berman Capital Advisors
Georgia
$22K -$320 -8 -1%
HFM
516
Harvest Fund Management
China
$21K -$193K -4,815 -91%
IRC
517
Investors Research Corp
Georgia
$21K – – –
SWM
518
Selective Wealth Management
Virginia
$21K +$40 +1 +0.2%
PWMG
519
Prestige Wealth Management Group
New Jersey
$20K – – –
GI
520
Gradient Investments
Minnesota
$20K +$2K +50 +11%
CI
521
CX Institutional
Indiana
$19K +$9.32K +233 +102%
WLPWM
522
Walled Lake Planning & Wealth Management
Illinois
$17K -$150K -3,762 -90%
IBOK
523
Independence Bank of Kentucky
Kentucky
$17K – – –
PFBT
524
Parkside Financial Bank & Trust
Missouri
$17K +$2K +50 +13%
CCM
525
Chiron Capital Management
Florida
$17K +$16K +400 New