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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1451
Financial Management Professionals
Texas
$208K -$2.16K -10 -1%
CW
1452
CreativeOne Wealth
Kansas
$207K +$222K +1,028 New
CWG
1453
Cornerstone Wealth Group
North Carolina
$207K +$222K +1,026 New
SVWAG
1454
Sound View Wealth Advisors Group
Georgia
$206K +$221K +1,023 New
FFO
1455
Fiduciary Family Office
Florida
$206K +$221K +1,023 New
SIMG
1456
Sonora Investment Management Group
Arizona
$206K -$6.05K -28 -3%
BIM
1457
Baldwin Investment Management
Pennsylvania
$206K +$220K +1,020 New
PSP
1458
Principal Street Partners
Tennessee
$205K +$220K +1,017 New
SWM
1459
Silverlake Wealth Management
Vermont
$205K +$3.03K +14 +1%
IFU
1460
iSAM Funds (UK)
United Kingdom
$204K +$219K +1,013 New
EIG
1461
Ellenbecker Investment Group
Wisconsin
$204K -$8.43K -39 -4%
MAG
1462
MRA Advisory Group
New Jersey
$204K +$216 +1 +0.1%
Optiver Holding
1463
Optiver Holding
Netherlands
$203K -$1.85M -8,546 -89%
GW
1464
Griffith & Werner
Georgia
$203K +$4.54K +21 +2%
FA
1465
FDx Advisors
Illinois
$203K -$23.3K -108 -10%
SNBOSD
1466
Security National Bank of So Dak
Iowa
$202K +$217K +1,003 New
PCM
1467
Prelude Capital Management
New York
$202K +$216K +1,001 New
WTG
1468
West Tower Group
Virginia
$202K -$216K -1,000 -50%
CPC
1469
Consolidated Planning Corp
Georgia
$201K -$1.59M -7,377 -88%
RBWA
1470
RFG - Bristol Wealth Advisors
Massachusetts
$201K +$432 +2 +0.2%
1WM
1471
1900 Wealth Management
Texas
$201K +$1.3K +6 +0.6%
SWA
1472
SOA Wealth Advisors
New York
$201K +$1.08K +5 +0.5%
NIM
1473
Northeast Investment Management
Massachusetts
$200K -$17.3K -80 -7%
KBFS
1474
Kohmann Bosshard Financial Services
Ohio
$200K -$46.2K -214 -18%
Winslow Capital Management
1475
Winslow Capital Management
Minnesota
$198K -$22.7K -105 -10%