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Name Holding Trade Value Shares
Change
Change in
Stake
CF
726
Centaurus Financial
California
$553K +$158K +672 +38%
C1AG
727
Client 1st Advisory Group
Florida
$551K -$9.41K -40 -2%
JCIA
728
Jackson Creek Investment Advisors
Colorado
$549K +$574K +2,442 New
CIC
729
Cutler Investment Counsel
Oregon
$548K
EWM
730
Evercore Wealth Management
New York
$548K +$235 +1 +0%
PCS
731
Personal CFO Solutions
New Jersey
$547K +$72.7K +309 +15%
HH
732
Hilltop Holdings
Texas
$545K +$166K +705 +41%
BPC
733
Bryce Point Capital
New York
$543K +$568K +2,415 New
FMC
734
First Merchants Corp
Indiana
$542K
HI
735
Horizon Investments
North Carolina
$541K +$6.58K +28 +1%
RGC
736
Roberts, Glore & Co
Illinois
$540K
Jones Financial Companies
737
Jones Financial Companies
Missouri
$537K +$382K +1,625 +212%
NP
738
NorthRock Partners
Minnesota
$534K -$2.59K -11 -0.5%
AWA
739
Arkadios Wealth Advisors
Georgia
$533K +$35.5K +151 +7%
QWM
740
Quadcap Wealth Management
Texas
$531K -$8.94K -38 -2%
IPW
741
Impact Partnership Wealth
Georgia
$530K +$74.3K +316 +15%
HHRDM
742
H&H Retirement Design & Management
Nevada
$527K -$95.2K -405 -16%
GS
743
GTS Securities
Florida
$520K -$126K -534 -19%
AIM
744
Anchor Investment Management
South Carolina
$519K -$3.76K -16 -0.7%
FFA
745
Farther Finance Advisors
California
$518K +$171K +725 +46%
SACTSONJ
746
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$517K
KWM
747
KFG Wealth Management
Indiana
$516K +$27.3K +116 +5%
BCG
748
BayBridge Capital Group
California
$514K -$2.35K -10 -0.4%
WB
749
WesBanco Bank
West Virginia
$514K -$1.65K -7 -0.3%
MOS
750
MGO One Seven
Ohio
$512K -$20.5K -87 -4%