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Name Holding Trade Value Shares
Change
Change in
Stake
CM
1426
Cercano Management
Washington
$289K – – –
VWA
1427
Visionary Wealth Advisors
Illinois
$289K -$55.4K -234 -14%
OL
1428
Optas LLC
Texas
$289K +$112K +474 +51%
RCM
1429
Requisite Capital Management
Texas
$288K -$7.58K -32 -2%
AF
1430
Advisornet Financial
Minnesota
$288K +$6.4K +27 +2%
FOFP
1431
Fee-Only Financial Planning
South Carolina
$288K – – –
TRIA
1432
Trail Ridge Investment Advisors
Colorado
$288K -$640K -2,701 -66%
PWM
1433
Palumbo Wealth Management
New York
$287K -$9.24K -39 -3%
VIP
1434
Viewpoint Investment Partners
Alberta, Canada
$287K +$332K +1,400 New
SC
1435
Sierra Capital
Florida
$286K – – –
IA
1436
IFG Advisory
Georgia
$285K +$329K +1,390 New
Blackstone Inc
1437
Blackstone Inc
New York
$285K +$91.2K +385 +38%
FFA
1438
Florida Financial Advisors
Florida
$284K -$49.7K -210 -13%
AAA
1439
American Alpha Advisors
New York
$284K +$4.5K +19 +1%
PCG
1440
Prosperity Consulting Group
Maryland
$281K +$9K +38 +3%
RA
1441
Riversedge Advisors
Delaware
$281K +$66.3K +280 +26%
CFP
1442
Catalyst Financial Partners
Massachusetts
$278K -$355K -1,500 -52%
BDFN
1443
Bond & Devick Financial Network
Minnesota
$278K +$10.7K +45 +3%
TCM
1444
Triumph Capital Management
Colorado
$278K +$65.1K +275 +25%
JTWM
1445
Jackson Thornton Wealth Management
Alabama
$278K +$1.18K +5 +0.4%
SA
1446
SPWM Advisors
Michigan
$278K -$70.6K -298 -20%
WG
1447
Welch Group
Alabama
$278K +$83.4K +352 +35%
RAM
1448
Readystate Asset Management
Illinois
$277K +$320K +1,352 New
QWM
1449
Quadcap Wealth Management
Texas
$277K -$4.5K -19 -1%
BCG
1450
BayBridge Capital Group
California
$276K +$319K +1,348 New