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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1026
Carmel Capital Partners
California
$407K +$1.09K +10 +0.3%
IPW
1027
Invictus Private Wealth
Colorado
$407K -$54.4K -499 -11%
NCFG
1028
New Century Financial Group
New Jersey
$406K -$28.6K -262 -6%
CICC
1029
Capital Investment Counsel (Colorado)
Colorado
$404K -$80.8K -741 -16%
WHG
1030
Westwood Holdings Group
Texas
$403K +$425K +3,897 New
PTC
1031
Philadelphia Trust Company
Pennsylvania
$403K
GIA
1032
Gladstone Institutional Advisory
Florida
$400K -$13.6K -125 -3%
KFI
1033
Key Financial Inc
Pennsylvania
$400K
SWM
1034
Spire Wealth Management
Virginia
$400K +$195K +1,787 +86%
GVAG
1035
Great Valley Advisor Group
Delaware
$399K +$10.6K +97 +3%
NWM
1036
Northcape Wealth Management
New York
$399K -$15.9K -146 -4%
BPWM
1037
Badgley Phelps Wealth Managers
Washington
$397K
MCM
1038
Monument Capital Management
Virginia
$396K -$10.1K -93 -2%
LFP
1039
Lakeshore Financial Planning
Michigan
$394K +$327 +3 +0.1%
LIM
1040
Letson Investment Management
Georgia
$392K
Empower Advisory Group
1041
Empower Advisory Group
Colorado
$391K +$24.5K +225 +6%
FA
1042
Faithward Advisors
Pennsylvania
$389K +$4.69K +43 +1%
AFG
1043
ABLE Financial Group
Arizona
$389K -$6.11K -56 -1%
FWTB
1044
First Western Trust Bank
Colorado
$389K
NB
1045
Nicolet Bankshares
Wisconsin
$388K +$21.7K +199 +6%
SAM
1046
Smartleaf Asset Management
Massachusetts
$387K -$53.6K -492 -12%
CWG
1047
Cornerstone Wealth Group
North Carolina
$386K +$16K +147 +4%
IAA
1048
Ironsides Asset Advisors
North Carolina
$386K
CC
1049
Chicago Capital
Illinois
$386K
AG
1050
AlTi Global
New York
$386K +$327 +3 +0.1%