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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
1026
Premier Path Wealth Partners
New Jersey
$575K -$5.85K -17 -1%
BFA
1027
Beaumont Financial Advisors
Massachusetts
$574K -$6.88K -20 -1%
1SB
1028
1ST Source Bank
Indiana
$573K
GM
1029
GeoWealth Management
Illinois
$573K -$42.7K -124 -7%
MFS
1030
Madrona Financial Services
Washington
$569K -$7.23K -21 -1%
ACA
1031
Atlas Capital Advisors
Wyoming
$569K +$2.06K +6 +0.4%
PWMAG
1032
Pinnacle Wealth Management Advisory Group
New Jersey
$567K +$2.06K +6 +0.4%
CC
1033
Chicago Capital
Illinois
$565K
SWA
1034
Stratos Wealth Advisors
Ohio
$563K -$344 -1 -0.1%
ATS
1035
Ashton Thomas Securities
New York
$563K +$559K +1,625 New
WIA
1036
World Investment Advisors
California
$561K +$558K +1,620 New
FCP
1037
Fidelis Capital Partners
Florida
$559K -$23.1K -67 -4%
KB
1038
Kimelman & Baird
New York
$556K
DA
1039
Detalus Advisors
Missouri
$555K -$46.1K -134 -8%
FFN
1040
Focus Financial Network
Minnesota
$554K +$132K +383 +31%
FTWA
1041
Fifth Third Wealth Advisors
Ohio
$553K +$54K +157 +11%
CIS
1042
Capital International Sarl
California
$553K +$178K +517 +48%
HPM
1043
Hudson Portfolio Management
New York
$552K +$548K +1,592 New
LF
1044
LifePlan Financial
Minnesota
$551K -$8.61K -25 -2%
AFG
1045
Atomi Financial Group
New York
$551K +$48.2K +140 +10%
PWPS
1046
Pinnacle Wealth Planning Services
Ohio
$550K
MGAM
1047
McGowan Group Asset Management
Texas
$548K +$3.44K +10 +0.6%
CCG
1048
Catalina Capital Group
California
$548K +$3.1K +9 +0.6%
DLA
1049
Douglas Lane & Associates
New York
$547K -$18.2K -53 -3%
CWM
1050
Cornerstone Wealth Management
Missouri
$547K -$15.8K -46 -3%