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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
1301
Naples Global Advisors
Florida
$224K -$96.1K -737 -29%
AWE
1302
Avidian Wealth Enterprises
Texas
$223K -$392K -3,006 -63%
TSMHT
1303
Thurston Springer Miller Herd & Titak
Indiana
$222K +$123K +941 +114%
CSPIA
1304
Cary Street Partners Investment Advisory
Virginia
$220K -$254K -1,945 -53%
SSA
1305
South Street Advisors
New York
$219K
KWA
1306
Kingswood Wealth Advisors
California
$219K +$227K +1,740 New
SC
1307
Summa Corp
Texas
$219K -$3.13K -24 -1%
OC
1308
Oarsman Capital
Wisconsin
$218K -$34.4K -264 -13%
RPC
1309
Rossmore Private Capital
Connecticut
$218K +$33.7K +258 +18%
ODFS
1310
O'Donnell Financial Services
California
$216K -$18.9K -145 -8%
SHFA
1311
SC&H Financial Advisors
Maryland
$216K -$67.7K -519 -23%
TF
1312
Trek Financial
Arizona
$216K +$224K +1,718 New
TWP
1313
Tyche Wealth Partners
Texas
$216K +$224K +1,717 New
SIA
1314
Sit Investment Associates
Minnesota
$216K
WFA
1315
Wellspring Financial Advisors
Ohio
$215K +$223K +1,711 New
OC
1316
Opal Capital
Florida
$215K +$223K +1,709 New
RA
1317
RFG Advisory
Alabama
$215K +$10.4K +80 +5%
JAG
1318
Journey Advisory Group
Kentucky
$215K -$391 -3 -0.2%
LA
1319
Legacy Advisors
Pennsylvania
$214K +$222K +1,702 New
MCWS
1320
McKinley Carter Wealth Services
West Virginia
$214K +$3.78K +29 +2%
CFP
1321
Catalyst Financial Partners
Massachusetts
$214K -$52.2K -400 -19%
KSB
1322
Kennebec Savings Bank
Maine
$213K -$167K -1,283 -43%
IIM
1323
Ipswich Investment Management
Massachusetts
$212K
SFC
1324
SYM Financial Corp
Indiana
$210K -$99.7K -764 -31%
IPW
1325
Inlet Private Wealth
Florida
$210K