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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
926
IMA Advisory Services
Colorado
$659K +$724K +995 New
MWM
927
Meridian Wealth Management
Kentucky
$656K +$124K +170 +21%
IP
928
Investment Partners
Ohio
$655K -$6.55K -9 -0.9%
OWA
929
One Wealth Advisors
California
$653K +$717K +985 New
FPF
930
First Pacific Financial
Washington
$651K -$69.1K -95 -9%
FCP
931
Fidelis Capital Partners
Florida
$650K +$50.9K +70 +8%
AWE
932
Avidian Wealth Enterprises
Texas
$647K +$133K +183 +23%
CWM
933
Cordatus Wealth Management
Pennsylvania
$646K +$37.8K +52 +6%
DCM
934
Dimension Capital Management
Florida
$644K +$103K +141 +17%
SBIA
935
Sheaff Brock Investment Advisors
Indiana
$643K +$9.46K +13 +1%
AO
936
Advisor OS
Illinois
$641K +$23.3K +32 +3%
AWM
937
Aprio Wealth Management
Georgia
$639K +$183K +251 +35%
PFG
938
PAX Financial Group
Texas
$638K +$439K +604 +169%
TAM
939
Titleist Asset Management
Texas
$637K -$1.38M -1,903 -66%
TGCMU
940
Titan Global Capital Management USA
New York
$635K -$455K -626 -40%
SW
941
SVB Wealth
Massachusetts
$633K -$225K -309 -24%
SFS
942
Sowell Financial Services
Arkansas
$633K +$695K +955 New
FCM
943
Family Capital Management
Michigan
$629K -$24.7K -34 -3%
BMCM
944
Black Maple Capital Management
Wisconsin
$629K – – –
SF
945
Synovus Financial
Georgia
$624K +$185K +254 +37%
CCMG
946
Clark Capital Management Group
Pennsylvania
$619K -$30.6K -42 -4%
PA
947
Procyon Advisors
Connecticut
$614K +$106K +146 +19%
VVP
948
Venture Visionary Partners
Ohio
$612K +$389K +535 +138%
SC
949
Savant Capital
Illinois
$609K +$9.46K +13 +1%
DG
950
DMC Group
Alabama
$609K +$58.9K +81 +10%