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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
876
Dakota Wealth Management
Florida
$329K -$320K -963 -49%
SAI
877
Savvy Advisors Inc
New York
$328K +$29.9K +90 +10%
BWS
878
Broadway Wealth Solutions
Texas
$327K +$47.2K +142 +16%
BWM
879
BlackDiamond Wealth Management
New York
$324K -$4.32K -13 -1%
JFG
880
Jefferies Financial Group
New York
$324K -$40.6M -122,026 -99%
CIA
881
Choate Investment Advisors
Massachusetts
$322K -$26.3K -79 -7%
CI
882
Conning Inc
Connecticut
$319K -$64.5K -194 -16%
1IA
883
1834 Investment Advisors
Wisconsin
$318K -$26.3K -79 -7%
CP
884
Creekside Partners
California
$317K
MMA
885
Miracle Mile Advisors
California
$315K -$323K -973 -50%
AHL
886
Abel Hall LLC
Louisiana
$313K +$71.5K +215 +28%
IP
887
Indivisible Partners
Florida
$313K +$27.9K +84 +9%
JWA
888
JFS Wealth Advisors
Pennsylvania
$312K -$6.65K -20 -2%
SMC
889
Smith, Moore & Co
Missouri
$311K
CPSAC
890
Chas P. Smith & Associates (CPS)
Florida
$311K
CPA
891
Capital Planning Advisors
California
$309K -$3.54M -10,658 -92%
BGDI
892
BW Gestao de Investimentos
Brazil
$308K +$317K +954 New
JCM
893
Jacobi Capital Management
Pennsylvania
$308K +$24.6K +74 +8%
TCA
894
Transcend Capital Advisors
New Jersey
$307K +$34.2K +103 +12%
Los Angeles Capital Management
895
Los Angeles Capital Management
California
$306K
IAS
896
Insigneo Advisory Services
Florida
$306K -$164K -493 -34%
TP
897
Tranquility Partners
Tennessee
$305K +$28.6K +86 +10%
FA
898
FDx Advisors
Illinois
$302K +$311K +935 New
SLI
899
Sumitomo Life Insurance
Japan
$299K +$9.64K +29 +3%
DWM
900
Ducere Wealth Management
California
$297K -$101K -304 -25%