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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1026
CAAS Capital Management
New York
$388K +$394K +1,400 New
ACP
1027
Ashfield Capital Partners
California
$384K
TFS
1028
TrustCore Financial Services
Tennessee
$380K -$32.4K -115 -8%
CWP
1029
Concord Wealth Partners
Virginia
$377K +$3.94K +14 +1%
KFSC
1030
Keystone Financial Services (Colorado)
Colorado
$374K -$37.1K -132 -10%
LSA
1031
Leonteq Securities AG
Switzerland
$373K +$25.6K +91 +7%
ST
1032
Smithfield Trust
Pennsylvania
$373K -$7.88K -28 -2%
CW
1033
CreativeOne Wealth
Kansas
$368K +$63.9K +227 +21%
PWMG
1034
Prestige Wealth Management Group
New Jersey
$367K +$13.5K +48 +4%
HPWM
1035
Highland Private Wealth Management
Washington
$367K +$18.3K +65 +5%
MOS
1036
MGO One Seven
Ohio
$366K -$64.7K -230 -15%
IAA
1037
Independent Advisor Alliance
North Carolina
$365K -$92.6K -329 -20%
SC
1038
Sierra Capital
Florida
$365K -$563 -2 -0.2%
GCP
1039
GSA Capital Partners
United Kingdom
$365K +$370K +1,316 New
FHA
1040
Flagship Harbor Advisors
Massachusetts
$364K +$106K +378 +40%
CWS
1041
Confluence Wealth Services
Pennsylvania
$363K -$44.7K -159 -11%
VF
1042
Virtu Financial
New York
$363K +$368K +1,309 New
JFA
1043
JNBA Financial Advisors
Minnesota
$362K -$21.7K -77 -6%
ST
1044
Spinnaker Trust
Maine
$361K
CAAS
1045
Capital Asset Advisory Services
Michigan
$360K -$4.5K -16 -1%
CIA
1046
Citadel Investment Advisory
Ohio
$358K +$2.25K +8 +0.6%
PI
1047
Pettee Investors
Connecticut
$356K
CFG
1048
Cooper Financial Group
California
$356K +$64.2K +228 +22%
LC
1049
LCNB Corp
Ohio
$355K -$56.3K -200 -14%
BSA
1050
Bull Street Advisors
Georgia
$355K