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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
826
J.W. Cole Advisors
Florida
$273K -$2.98K -9 -1%
MAM
827
McLean Asset Management
Virginia
$273K – – –
PP
828
PDS Planning
Ohio
$273K +$8.27K +25 +3%
AWA
829
Amplius Wealth Advisors
Pennsylvania
$272K -$90.7K -274 -25%
Independent Advisor Alliance
830
Independent Advisor Alliance
North Carolina
$271K +$15.2K +46 +6%
KIA
831
KCM Investment Advisors
California
$268K -$496K -1,500 -64%
FW
832
FirstPurpose Wealth
Utah
$266K +$6.62K +20 +3%
IFP Advisors
833
IFP Advisors
Florida
$265K +$6.62K +20 +3%
Vise Technologies
834
Vise Technologies
New York
$264K +$269K +813 New
SFG
835
StrategIQ Financial Group
Indiana
$262K +$331 +1 +0.1%
CIS
836
Connors Investor Services
Pennsylvania
$259K – – –
IA
837
Inspire Advisors
Idaho
$258K – – –
VWM
838
Valley Wealth Managers
New Jersey
$252K +$11.9K +36 +5%
AWA
839
Aaron Wealth Advisors
Illinois
$251K -$3.31K -10 -1%
HT
840
Heritage Trust
Oklahoma
$249K – – –
Venture Visionary Partners
841
Venture Visionary Partners
Ohio
$249K -$35.1K -106 -12%
CS
842
Comerica Securities
Michigan
$246K -$8.27K -25 -3%
Aptus Capital Advisors
843
Aptus Capital Advisors
Alabama
$246K +$251K +760 New
CFGS
844
Concourse Financial Group Securities
Alabama
$246K -$314K -948 -56%
HCM
845
Hollencrest Capital Management
California
$245K – – –
Colony Group
846
Colony Group
Massachusetts
$244K -$7.28K -22 -3%
MWM
847
Maripau Wealth Management
Indiana
$243K +$248K +749 New
SWA
848
Stratos Wealth Advisors
Ohio
$242K +$246K +745 New
NCM
849
New Capital Management
Texas
$240K +$245K +741 New
Evergreen Capital Management
850
Evergreen Capital Management
Washington
$240K +$6.62K +20 +3%