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Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
2226
Aristotle Capital Management
California
$912K
CAM
2227
CPA Asset Management
Florida
$911K
WH
2228
Wallace Hart
Kentucky
$909K +$886K +1,241 New
CS
2229
Capital Square
Tennessee
$909K -$86.4K -121 -9%
DWM
2230
Drive Wealth Management
Utah
$908K -$93.5K -131 -10%
BW
2231
BIP Wealth
Georgia
$905K +$235K +329 +36%
CWA
2232
Canvas Wealth Advisors
Kansas
$905K -$72.8K -102 -7%
PL
2233
Parthenon LLC
Kentucky
$900K -$42.8K -60 -5%
SCM
2234
Sage Capital Management
New Jersey
$899K +$34.3K +48 +4%
CCG
2235
Ceeto Capital Group
Florida
$899K
WAAG
2236
Wealth Alliance Advisory Group
Kansas
$899K +$57.1K +80 +7%
SG
2237
Sharper & Granite
California
$897K -$10.7K -15 -1%
GBWM
2238
Granite Bay Wealth Management
New Hampshire
$897K +$874K +1,224 New
NP
2239
Ninepoint Partners
Ontario, Canada
$897K
XWM
2240
Xcel Wealth Management
Florida
$897K +$27.8K +39 +3%
QWM
2241
Quadcap Wealth Management
Texas
$896K +$34.3K +48 +4%
IFS
2242
Intelligent Financial Strategies
Minnesota
$895K +$75.7K +106 +10%
AWM
2243
Arista Wealth Management
Nevada
$893K -$533K -746 -38%
TA
2244
Tactive Advisors
Florida
$892K +$378K +529 +77%
MSG
2245
Main Street Group
Virginia
$890K
GCP
2246
Gill Capital Partners
Colorado
$890K
SFP
2247
Sterling Financial Planning
New Jersey
$889K +$214K +300 +33%
EFA
2248
Evernest Financial Advisors
Indiana
$889K -$181K -253 -17%
LSA
2249
Leonteq Securities AG
Switzerland
$888K -$2.86K -4 -0.3%
PRWA
2250
Platte River Wealth Advisors
Colorado
$888K