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Name Holding Trade Value Shares
Change
Change in
Stake
RW
1151
Rede Wealth
Virginia
$432K +$25.1K +35 +7%
DBRC
1152
D.B. Root & Company
Pennsylvania
$431K
AWM
1153
Alterna Wealth Management
Texas
$429K +$15.1K +21 +4%
CTC
1154
Cetera Trust Company
Minnesota
$429K +$30.9K +43 +9%
XC
1155
XY Capital
Hong Kong
$427K -$220K -307 -37%
SFG
1156
Synergy Financial Group
California
$426K -$19.4K -27 -5%
MAS
1157
Meeder Advisory Services
Ohio
$426K -$27.3K -38 -7%
FWP
1158
Forefront Wealth Partners
Texas
$426K -$73.9K -103 -14%
BCG
1159
BayBridge Capital Group
California
$426K +$7.18K +10 +2%
FFWA
1160
FRG Family Wealth Advisors
Washington
$426K
SWA
1161
SFMG Wealth Advisors
Texas
$422K
FHA
1162
First Horizon Advisors
Tennessee
$421K +$6.46K +9 +2%
PGF
1163
Plan Group Financial
Oklahoma
$421K +$89.7K +125 +31%
VFIC
1164
Valley Forge Investment Consultants
Pennsylvania
$421K +$377K +525 New
PFSC
1165
Peoples Financial Services Corp
Pennsylvania
$421K +$82.5K +115 +28%
Aberdeen Group
1166
Aberdeen Group
United Kingdom
$419K +$375K +523 New
SI
1167
Seeds Investor
New York
$416K -$75.4K -105 -17%
HL
1168
HeadInvest LLC
Maine
$415K +$12.9K +18 +4%
SMA
1169
Sage Mountain Advisors
Georgia
$414K -$61K -85 -14%
GPW
1170
Genesis Private Wealth
Virginia
$413K +$78.2K +109 +27%
MAM
1171
McLean Asset Management
Virginia
$411K
BL
1172
Balentine LLC
Georgia
$411K +$368K +513 New
GL
1173
Graypoint LLC
New York
$411K -$6.46K -9 -2%
GIA
1174
Gateway Investment Advisers
Ohio
$410K -$545K -759 -60%
TYCC
1175
Texas Yale Capital Corp
Florida
$410K