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Name Holding Trade Value Shares
Change
Change in
Stake
IA
651
IFP Advisors
Florida
$234K
FFA
652
First Foundation Advisors
California
$227K -$2.91K -35 -1%
PWPS
653
Pinnacle Wealth Planning Services
Ohio
$227K +$223K +2,686 New
SOW
654
State of Wyoming
Wyoming
$226K -$85.4K -1,028 -28%
IWM
655
IHT Wealth Management
Illinois
$225K -$13.3K -160 -6%
AWS
656
Atria Wealth Solutions
New York
$224K +$2.41K +29 +1%
JFGIW
657
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K -$151K -1,823 -41%
LSA
658
Leonteq Securities AG
Switzerland
$219K +$20.3K +245 +10%
KOC
659
Koss-Olinger Consulting
Florida
$219K -$107K -1,294 -33%
DWP
660
Destiny Wealth Partners
Florida
$219K +$129K +1,556 +150%
H6H
661
Hightower 6M Holding
Kansas
$218K +$83 +1 +0%
CCG
662
Cypress Capital Group
Florida
$215K -$995K -11,978 -83%
FHA
663
Flagship Harbor Advisors
Massachusetts
$215K
Flossbach Von Storch
664
Flossbach Von Storch
Germany
$215K
MW
665
Marcum Wealth
Ohio
$214K +$210K +2,529 New
VCM
666
Virtue Capital Management
Tennessee
$213K +$209K +2,512 New
CIBC World Market
667
CIBC World Market
Ontario, Canada
$204K -$3.65M -43,926 -95%
EFM
668
E Fund Management
China
$203K -$2.24K -27 -1%
SWP
669
Stratos Wealth Partners
Ohio
$203K +$199K +2,395 New
CIA
670
Choate Investment Advisors
Massachusetts
$202K -$1.37M -16,517 -87%
NP
671
NorthRock Partners
Minnesota
$201K +$197K +2,375 New
JCM
672
Jag Capital Management
Missouri
$201K +$197K +2,377 New
KPWS
673
Kestra Private Wealth Services
Texas
$200K -$190K -2,282 -49%
BJL
674
Brighton Jones LLC
Washington
$200K -$3.07K -37 -2%
PI
675
Putnam Investments
Massachusetts
$200K -$1.58K -19 -0.8%