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Name Holding Trade Value Shares
Change
Change in
Stake
SG
951
StoneX Group
New York
$371K +$369K +100 New
GWM
952
Gitterman Wealth Management
New Jersey
$371K +$369K +100 New
PAS
953
Professional Advisory Services
Florida
$371K
EFS
954
Essex Financial Services
Connecticut
$368K -$22.1K -6 -6%
IWA
955
IVC Wealth Advisors
Pennsylvania
$368K -$3.69K -1 -1%
AWM
956
Aprio Wealth Management
Georgia
$368K +$11.1K +3 +3%
GIA
957
Gladstone Institutional Advisory
Florida
$368K +$159K +43 +77%
GCP
958
GSA Capital Partners
United Kingdom
$364K +$73.7K +20 +26%
MCWA
959
Meadow Creek Wealth Advisors
Georgia
$364K -$36.9K -10 -9%
CG
960
Cynosure Group
Utah
$364K
FNBT
961
FineMark National Bank & Trust
Florida
$364K +$3.69K +1 +1%
SWM
962
Seed Wealth Management
Illinois
$360K
OIS
963
OneAscent Investment Solutions
Alabama
$360K +$358K +97 New
SAG
964
SageView Advisory Group
California
$357K -$40.5K -11 -10%
DWA
965
Douglass Winthrop Advisors
New York
$356K -$18.4K -5 -5%
CW
966
Code Waechter
Florida
$356K
SCP
967
Sivia Capital Partners
California
$356K +$354K +96 New
DWM
968
Drive Wealth Management
Utah
$353K -$18.4K -5 -5%
MWA
969
Meridian Wealth Advisors
Texas
$353K
GDP
970
Great Diamond Partners
Maine
$349K -$18.4K -5 -5%
AWM
971
Angeles Wealth Management
California
$349K +$25.8K +7 +8%
BTI
972
Blue Trust Inc
Georgia
$349K +$18.4K +5 +6%
QWP
973
Quotient Wealth Partners
Texas
$349K +$33.2K +9 +11%
CA
974
Clearstead Advisors
Ohio
$345K -$144K -39 -30%
CCWM
975
Cassaday & Co Wealth Management
Virginia
$345K +$7.37K +2 +2%