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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
451
Next Financial Group
Texas
$176K +$70.9K +885 +65%
SSC
452
Syverson Strege & Co
Iowa
$165K +$169K +2,112 New
AF
453
Advisornet Financial
Minnesota
$158K -$4.01K -50 -2%
CFO
454
CVA Family Office
Colorado
$156K – – –
CA
455
Clearstead Advisors
Ohio
$156K +$160K +2,000 New
SC
456
Steph & Co
Wisconsin
$152K – – –
PFBT
457
Parkside Financial Bank & Trust
Missouri
$145K -$7.53K -94 -5%
BAM
458
Belpointe Asset Management
Nevada
$142K +$20K +250 +16%
MMG
459
Monetary Management Group
Missouri
$137K – – –
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
$126K +$7.21K +90 +6%
HPC
461
HM Payson & Co
Maine
$122K – – –
PCG
462
Private Capital Group
Connecticut
$119K -$3.77K -47 -3%
SFPG
463
Stonebridge Financial Planning Group
Florida
$117K – – –
QCG
464
Quadrant Capital Group
Ohio
$116K -$26.3K -328 -18%
AssetMark Inc
465
AssetMark Inc
California
$116K +$6.57K +82 +6%
M
466
MOTCO
Texas
$114K – – –
BWM
467
BerganKDV Wealth Management
Minnesota
$109K +$2.24K +28 +2%
AWM
468
Avior Wealth Management
Nebraska
$108K +$9.94K +124 +10%
RWA
469
Ropes Wealth Advisors
Massachusetts
$108K +$43.7K +545 +65%
FDCDDQ
470
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K +$91.5K +1,142 +508%
NIM
471
NuWave Investment Management
New Jersey
$98K +$87.3K +1,089 +660%
BCWM
472
Bartlett & Co Wealth Management
Ohio
$97K +$1.12K +14 +1%
BC
473
Bartlett & Co
Ohio
$97K +$1.12K +14 +1%
AP
474
Atwood & Palmer
Missouri
$94K – – –
SFS
475
Sowell Financial Services
Arkansas
$91K +$20.7K +258 +28%