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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
826
Amplius Wealth Advisors
Pennsylvania
$272K -$90.7K -274 -25%
IAA
827
Independent Advisor Alliance
North Carolina
$271K +$15.2K +46 +6%
KIA
828
KCM Investment Advisors
California
$268K -$496K -1,500 -64%
FW
829
FirstPurpose Wealth
Utah
$266K +$6.62K +20 +3%
IA
830
IFP Advisors
Florida
$265K +$6.62K +20 +3%
VT
831
Vise Technologies
New York
$264K +$269K +813 New
SFG
832
StrategIQ Financial Group
Indiana
$262K +$331 +1 +0.1%
CIS
833
Connors Investor Services
Pennsylvania
$259K
IA
834
Inspire Advisors
Idaho
$258K
VWM
835
Valley Wealth Managers
New Jersey
$252K +$11.9K +36 +5%
AWA
836
Aaron Wealth Advisors
Illinois
$251K -$3.31K -10 -1%
HT
837
Heritage Trust
Oklahoma
$249K
VVP
838
Venture Visionary Partners
Ohio
$249K -$35.1K -106 -12%
CS
839
Comerica Securities
Michigan
$246K -$8.27K -25 -3%
ACA
840
Aptus Capital Advisors
Alabama
$246K +$251K +760 New
CFGS
841
Concourse Financial Group Securities
Alabama
$246K -$314K -948 -56%
HCM
842
Hollencrest Capital Management
California
$245K
CG
843
Colony Group
Massachusetts
$244K -$7.28K -22 -3%
MWM
844
Maripau Wealth Management
Indiana
$243K +$248K +749 New
SWA
845
Stratos Wealth Advisors
Ohio
$242K +$246K +745 New
NCM
846
New Capital Management
Texas
$240K +$245K +741 New
ECM
847
Evergreen Capital Management
Washington
$240K +$6.62K +20 +3%
PI
848
Putnam Investments
Massachusetts
$240K -$3.31K -10 -1%
CG
849
Clifford Group
Massachusetts
$237K +$15.2K +46 +7%
CIA
850
Choate Investment Advisors
Massachusetts
$237K +$242K +731 New