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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1076
Optimum Investment Advisors
Illinois
$378K
TWM
1077
TriaGen Wealth Management
California
$377K
EP
1078
Edgestream Partners
New Jersey
$377K -$26.9K -254 -7%
CPRC
1079
Consolidated Portfolio Review Corp
New York
$377K +$359K +3,388 New
WW
1080
Waterfront Wealth
Kansas
$376K
Empower Advisory Group
1081
Empower Advisory Group
Colorado
$376K -$42.9K -404 -11%
PIM
1082
Plato Investment Management
Australia
$375K +$3.18K +30 +0.9%
FGWP
1083
Founders Grove Wealth Partners
Virginia
$374K
CWG
1084
Cornerstone Wealth Group
North Carolina
$374K -$39.6K -373 -10%
AWM
1085
Aries Wealth Management
Maine
$374K
SIS
1086
Sound Income Strategies
Florida
$372K +$9.76K +92 +3%
ONST
1087
Old North State Trust
North Carolina
$372K
PP
1088
PDS Planning
Ohio
$371K +$27.6K +260 +8%
EWA
1089
EverSource Wealth Advisors
Alabama
$371K +$67.4K +635 +24%
DWM
1090
Diversify Wealth Management
Utah
$371K -$318 -3 -0.1%
RG
1091
Renaissance Group
Kentucky
$370K -$13.8K -130 -4%
CAGAS
1092
Capital Advisory Group Advisory Services
Minnesota
$370K +$49.7K +469 +16%
DAM
1093
Delta Asset Management
Tennessee
$369K
DOA
1094
D'Orazio & Associates
Virginia
$369K +$5.3K +50 +2%
GS
1095
GTS Securities
Florida
$366K -$83.5K -787 -19%
PFBT
1096
Parkside Financial Bank & Trust
Missouri
$366K +$13K +123 +4%
SOS
1097
Silver Oak Securities
Tennessee
$365K +$86.9K +819 +33%
PFGIA
1098
Patriot Financial Group Insurance Agency
Massachusetts
$363K +$18.8K +177 +5%
HBT
1099
Heartland Bank & Trust
Illinois
$361K
CP
1100
Canopy Partners
Ohio
$361K