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Name Holding Trade Value Shares
Change
Change in
Stake
SF
401
Synovus Financial
Georgia
$847K +$23.8K +642 +3%
FEG
402
Financial Enhancement Group
Indiana
$845K
LW
403
Linscomb Wealth
Texas
$844K -$31.5K -850 -3%
PFO
404
Pathstone Family Office
New Jersey
$844K -$11.7K -317 -1%
HCM
405
Howland Capital Management
Massachusetts
$842K -$260K -7,012 -23%
AWE
406
Avidian Wealth Enterprises
Texas
$834K -$32.2K -869 -4%
Wealth Enhancement Advisory Services
407
Wealth Enhancement Advisory Services
Minnesota
$832K -$40.3K -1,090 -4%
CP
408
Covenant Partners
Tennessee
$820K +$450K +12,152 +110%
ET
409
Equitable Trust
Tennessee
$812K
FFA
410
Founders Financial Alliance
North Carolina
$802K +$164K +4,432 +24%
MG
411
Mather Group
Illinois
$799K -$32.7K -884 -4%
FFM
412
Forum Financial Management
Illinois
$797K +$666 +18 +0.1%
OPWM
413
Oxinas Partners Wealth Management
Indiana
$796K -$43.9K -1,185 -5%
LC
414
Lindbrook Capital
California
$791K +$603K +16,297 +266%
DIA
415
Dana Investment Advisors
Wisconsin
$788K -$414K -11,175 -33%
RPC
416
Rossmore Private Capital
Connecticut
$788K -$74 -2 -0%
JGUA
417
John G. Ullman & Associates
New York
$787K
HT
418
HAP Trading
New York
$781K -$811K -21,912 -50%
WPA
419
Winning Points Advisors
Florida
$774K +$50.8K +1,373 +7%
DF
420
Donoghue Forlines
Massachusetts
$772K -$227K -6,129 -22%
KIA
421
KLR Investment Advisors
Rhode Island
$771K -$32.2K -870 -4%
LBWM
422
Left Brain Wealth Management
Illinois
$768K
HIS
423
Horizon Investment Services
Indiana
$767K
WIM
424
Wittenberg Investment Management
Massachusetts
$762K
ZB
425
Zions Bancorporation
Utah
$762K +$23.8K +642 +3%