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Name Holding Trade Value Shares
Change
Change in
Stake
FP
476
Financial Perspectives
Minnesota
$975K +$50.2K +75 +5%
Lido Advisors
477
Lido Advisors
California
$974K +$175K +262 +22%
RBFC
478
Roman Butler Fullerton & Co
Missouri
$971K -$1.1M -1,646 -53%
RWP
479
RWA Wealth Partners
Massachusetts
$957K -$2.68K -4 -0.3%
USCWA
480
U.S. Capital Wealth Advisors
Texas
$955K -$29.5K -44 -3%
PFPT
481
Pinnacle Financial Partners (Tennessee)
Tennessee
$952K +$1.34K +2 +0.1%
Thrivent Financial for Lutherans
482
Thrivent Financial for Lutherans
Minnesota
$945K -$2.04M -3,048 -69%
HF
483
HRT Financial
New York
$945K +$948K +1,415 New
CW
484
Connectus Wealth
Ohio
$943K +$792K +1,182 New
UMC
485
United Maritime Capital
New York
$938K +$318K +475 +51%
FTA
486
Financial & Tax Architects
Missouri
$932K +$75.7K +113 +9%
MLA
487
My Legacy Advisors
Oregon
$924K +$927K +1,384 New
MFW
488
Meristem Family Wealth
Minnesota
$916K -$11.4K -17 -1%
CHAM
489
Clear Harbor Asset Management
Connecticut
$910K +$16.7K +25 +2%
SI
490
Stephens Inc
Arkansas
$903K -$240K -358 -21%
BSG
491
Black Swift Group
Colorado
$902K +$904K +1,350 New
GA
492
GoalVest Advisory
New York
$902K +$904K +1,350 New
WFI
493
West Family Investments
California
$898K -$67K -100 -7%
FAFN
494
First Affirmative Financial Network
Colorado
$871K +$42.2K +63 +5%
CW
495
CreativeOne Wealth
Kansas
$868K +$78.4K +117 +10%
AT
496
American Trust
Kentucky
$868K +$871K +1,300 New
KCM
497
Knoll Capital Management
Florida
$855K
ECU
498
Eisler Capital (UK)
United Kingdom
$855K +$857K +1,280 New
CA
499
Continuum Advisory
Idaho
$843K +$360K +538 +56%
HWMA
500
Heritage Wealth Management (Arizona)
Arizona
$836K +$838K +1,251 New