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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1101
Diversify Wealth Management
Utah
$352K -$1.16K -11 -0.3%
PIM
1102
Plato Investment Management
Australia
$351K +$525 +5 +0.1%
IPW
1103
Invictus Private Wealth
Colorado
$348K -$53K -504 -13%
DOA
1104
D'Orazio & Associates
Virginia
$346K -$4.1K -39 -1%
PFGIA
1105
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$315 +3 +0.1%
PP
1106
PDS Planning
Ohio
$343K -$8.93K -85 -3%
HBT
1107
Heartland Bank & Trust
Illinois
$343K
Fuller & Thaler Asset Management
1108
Fuller & Thaler Asset Management
California
$341K
CP
1109
Canopy Partners
Ohio
$341K -$1.58K -15 -0.5%
HVIA
1110
Hudson Valley Investment Advisors
New York
$340K
NAS
1111
NWF Advisory Services
California
$339K +$116K +1,103 +52%
AR
1112
Apeiron RIA
Texas
$338K
MFG
1113
Marmo Financial Group
Tennessee
$338K +$40.8K +388 +14%
LAI
1114
Legal Advantage Investments
California
$337K -$42K -400 -11%
WC
1115
Woodstock Corp
Massachusetts
$337K
DAM
1116
Delta Asset Management
Tennessee
$337K -$12.6K -120 -4%
RB
1117
Rodgers Brothers
Pennsylvania
$336K
SWM
1118
Seed Wealth Management
Illinois
$336K
MF
1119
Magnetar Financial
Illinois
$335K +$334K +3,178 New
1SB
1120
1ST Source Bank
Indiana
$333K +$1.16K +11 +0.3%
ONST
1121
Old North State Trust
North Carolina
$332K -$47K -447 -12%
NLWP
1122
Next Level Wealth Planning
Idaho
$332K +$20.2K +192 +6%
KA
1123
Kovack Advisors
Florida
$332K -$2.63K -25 -0.8%
SPC
1124
Spirepoint Private Client
Florida
$331K
AWM
1125
Affinity Wealth Management
Delaware
$331K +$3.99K +38 +1%