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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
876
Prospera Financial Services
Texas
$245K -$45.4K -339 -14%
CI
877
Conning Inc
Connecticut
$242K +$16.3K +122 +6%
EFS
878
Essex Financial Services
Connecticut
$240K +$32.7K +244 +14%
MG
879
Mather Group
Illinois
$239K +$81.5K +608 +44%
Koshinski Asset Management
880
Koshinski Asset Management
Illinois
$237K +$11.1K +83 +4%
LA
881
Legacy Advisors
Pennsylvania
$236K +$47K +351 +22%
DP
882
DDD Partners
Washington
$235K -$20K -149 -7%
MTIM
883
Marathon Trading Investment Management
Pennsylvania
$232K +$261K +1,946 New
LI
884
Lafayette Investments
Maryland
$232K +$261K +1,945 New
NWM
885
Northwest Wealth Management
Iowa
$231K +$259K +1,930 New
FFA
886
Fi3 Financial Advisors
Indiana
$229K +$257K +1,915 New
AWM
887
Avior Wealth Management
Nebraska
$228K -$107K -798 -29%
QWP
888
Quotient Wealth Partners
Texas
$227K +$46.8K +349 +22%
BP
889
Ballentine Partners
Massachusetts
$227K +$29.1K +217 +13%
FMLI
890
Fukoku Mutual Life Insurance
Japan
$227K +$254K +1,899 New
VWM
891
Venturi Wealth Management
Texas
$226K -$342K -2,556 -57%
VA
892
VestGen Advisors
Illinois
$223K +$250K +1,864 New
FCM
893
Firestone Capital Management
Florida
$222K – – –
SFA
894
Souders Financial Advisors
Ohio
$219K -$194K -1,451 -44%
FFA
895
Founders Financial Alliance
North Carolina
$218K +$245K +1,827 New
CWA
896
Centerline Wealth Advisors
Kentucky
$218K -$25.2K -188 -9%
GWM
897
GK Wealth Management
Nevada
$218K -$84K -627 -26%
MCA
898
Millennium Capital Advisors
Arkansas
$218K -$53.6K -400 -18%
RS
899
R Squared
Hong Kong
$217K +$60.8K +454 +33%
PWPS
900
Pinnacle Wealth Planning Services
Ohio
$217K +$243K +1,814 New