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Name Holding Trade Value Shares
Change
Change in
Stake
Venture Visionary Partners
801
Venture Visionary Partners
Ohio
$265K +$9.29K +30 +4%
Prime Capital Investment Advisors
802
Prime Capital Investment Advisors
Kansas
$263K +$258K +833 New
Congress Wealth Management
803
Congress Wealth Management
Massachusetts
$263K -$6.19K -20 -2%
CFP
804
Catalyst Financial Partners
Massachusetts
$262K -$13.3K -43 -5%
Chicago Partners Investment Group
805
Chicago Partners Investment Group
Illinois
$262K -$26.9K -87 -10%
WFA
806
Wellspring Financial Advisors
Ohio
$261K +$257K +829 New
CBFP
807
Cedar Brook Financial Partners
Ohio
$261K +$310 +1 +0.1%
HCM
808
Hollencrest Capital Management
California
$259K +$177K +571 +227%
CS
809
Comerica Securities
Michigan
$258K +$84.2K +272 +50%
SFG
810
StrategIQ Financial Group
Indiana
$254K +$13.9K +45 +6%
CPRC
811
Consolidated Portfolio Review Corp
New York
$253K +$249K +804 New
ETH
812
Exos TFP Holdings
New York
$253K +$181K +585 +270%
CIS
813
Connors Investor Services
Pennsylvania
$252K -$61.9K -200 -20%
IA
814
Inspire Advisors
Idaho
$249K – – –
ADL
815
Asset Dedication LLC
California
$249K +$133K +430 +119%
Clearstead Advisors
816
Clearstead Advisors
Ohio
$248K +$54.8K +177 +29%
FW
817
FirstPurpose Wealth
Utah
$243K -$50.5K -163 -17%
Buckingham Strategic Wealth
818
Buckingham Strategic Wealth
Missouri
$242K – – –
Putnam Investments
819
Putnam Investments
Massachusetts
$236K +$7.12K +23 +3%
MWM
820
Maripau Wealth Management
Indiana
$236K +$310 +1 +0.1%
CW
821
Channel Wealth
California
$236K +$232K +748 New
VWM
822
Valley Wealth Managers
New Jersey
$235K -$13.3K -43 -5%
Great Valley Advisor Group
823
Great Valley Advisor Group
Delaware
$235K +$230K +743 New
NCM
824
New Capital Management
Texas
$234K – – –
EL
825
Essex LLC
Illinois
$233K – – –