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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
676
Souders Financial Advisors
Ohio
$300K +$56.6K +72 +22%
GSEP
677
Golden State Equity Partners
California
$299K -$29.9K -38 -9%
FNBT
678
FineMark National Bank & Trust
Florida
$299K -$3.93K -5 -1%
PWM
679
Purus Wealth Management
California
$298K +$314K +400 New
RDWM
680
Red Door Wealth Management
Tennessee
$297K -$6.29K -8 -2%
ECG
681
Edge Capital Group
Georgia
$297K +$3.14K +4 +1%
MGIA
682
Moneta Group Investment Advisors
Missouri
$297K +$314K +399 New
VFA
683
Valeo Financial Advisors
Indiana
$296K +$312K +397 New
LW
684
Linscomb Wealth
Texas
$295K +$7.86K +10 +3%
SB
685
Strategic Blueprint
Georgia
$290K +$124K +158 +68%
CWM
686
Centric Wealth Management
Illinois
$288K – – –
CA
687
Claro Advisors
Massachusetts
$286K +$20.4K +26 +7%
RM
688
Resource Management
Louisiana
$284K +$63.7K +81 +27%
SPC
689
Sigma Planning Corp
Michigan
$284K +$299K +380 New
JFA
690
JNBA Financial Advisors
Minnesota
$283K – – –
BP
691
BBR Partners
New York
$281K -$8.65K -11 -3%
KA
692
Kovack Advisors
Florida
$280K +$17.3K +22 +6%
TAIM
693
TD Ameritrade Investment Management
Nebraska
$279K -$96.7K -123 -14%
TCA
694
Transcend Capital Advisors
New Jersey
$279K +$277K +353 New
FEM
695
Fulcrum Equity Management
Texas
$279K +$295K +375 New
BCAM
696
Boston Common Asset Management
Massachusetts
$278K -$3.93K -5 -1%
JWM
697
Jupiter Wealth Management
Colorado
$276K – – –
BMC
698
Benin Management Corp
Connecticut
$274K -$8.65K -11 -3%
MPW
699
Monterey Private Wealth
California
$274K – – –
EW
700
Evoke Wealth
California
$271K -$11K -14 -4%