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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Cordatus Wealth Management
Pennsylvania
$541K +$2.27K +24 +0.4%
BPA
677
Beacon Pointe Advisors
California
$539K +$53K +561 +10%
CWM
678
Congress Wealth Management
Massachusetts
$536K +$13.3K +141 +2%
GWM
679
Geneos Wealth Management
Colorado
$535K -$6.71K -71 -1%
SF
680
Summit Financial
New Jersey
$532K +$39K +413 +7%
MWM
681
Mosley Wealth Management
California
$532K +$44K +466 +9%
EAM
682
Everstar Asset Management
North Carolina
$530K -$464K -4,908 -44%
CL
683
Choreo LLC
Illinois
$526K +$2.74K +29 +0.5%
FHA
684
Flagship Harbor Advisors
Massachusetts
$523K -$106K -1,124 -15%
SEIA
685
Signature Estate & Investment Advisors
California
$518K -$23K -243 -4%
CL
686
COWA LLC
Oklahoma
$516K +$285K +3,021 +98%
JIC
687
Johnson Investment Counsel
Ohio
$516K +$575K +6,086 New
HA
688
HC Advisors
Georgia
$515K -$97.5K -1,032 -15%
CCM
689
Cohen Capital Management
California
$514K -$234K -2,480 -29%
AWA
690
Aaron Wealth Advisors
Illinois
$508K +$132K +1,395 +30%
SC
691
Sierra Capital
Florida
$506K +$35.9K +380 +7%
IAN
692
Integrated Advisors Network
Texas
$505K -$118K -1,249 -17%
SG
693
StoneX Group
New York
$501K +$559K +5,914 New
SCP
694
Steamboat Capital Partners
New York
$497K -$12.4K -131 -2%
WFI
695
West Family Investments
California
$496K +$38K +402 +7%
GA
696
Geller Advisors
New York
$495K -$94 -1 -0%
RCA
697
Ranch Capital Advisors
Florida
$495K -$20.5K -217 -4%
CW
698
CreativeOne Wealth
Kansas
$495K +$89.4K +946 +19%
HCP
699
Hardin Capital Partners
South Carolina
$491K +$23.3K +247 +4%
IP
700
Ignite Planners
California
$491K +$13.2K +140 +3%
26 27
28
29 30