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Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
801
Sheaff Brock Investment Advisors
Indiana
$408K +$17.5K +308 +5%
ACM
802
Advisors Capital Management
New Jersey
$406K +$8.26K +145 +2%
IIA
803
ICW Investment Advisors
Arizona
$404K +$2.96K +52 +0.7%
EP
804
Edgestream Partners
New Jersey
$404K -$427K -7,494 -52%
Jones Financial Companies
805
Jones Financial Companies
Missouri
$403K +$262K +4,594 +189%
ACG
806
Allen Capital Group
Nebraska
$402K +$91.7K +1,610 +30%
RP
807
Rice Partnership
Hawaii
$400K – – –
AZ
808
Alpha Zero
Florida
$398K +$395K +6,934 New
WANY
809
Wealthspire Advisors (New York)
New York
$393K -$38.7K -680 -9%
MWM
810
Maripau Wealth Management
Indiana
$390K +$387K +6,796 New
FMLI
811
Fukoku Mutual Life Insurance
Japan
$389K – – –
TWP
812
Triad Wealth Partners
Kansas
$387K +$384K +6,742 New
MPCG
813
Matrix Private Capital Group
New York
$386K +$18.3K +322 +5%
JCM
814
Janney Capital Management
Pennsylvania
$383K – – –
ICP
815
Impact Capital Partners
Colorado
$380K +$377K +6,626 New
LWAM
816
Legacy Wealth Asset Management
Minnesota
$379K -$35.6K -625 -9%
VT
817
Vise Technologies
New York
$378K +$375K +6,588 New
JCM
818
J2 Capital Management
Michigan
$376K +$373K +6,544 New
PWPS
819
Pinnacle Wealth Planning Services
Ohio
$374K -$154K -2,705 -29%
PCG
820
Prosperity Consulting Group
Maryland
$373K +$37.3K +655 +11%
CPIG
821
Chicago Partners Investment Group
Illinois
$373K +$19.8K +348 +6%
FFA
822
Farther Finance Advisors
California
$371K -$10.6K -186 -3%
SC
823
Syon Capital
California
$371K +$80.9K +1,421 +28%
FHC
824
First Heartland Consultants
Missouri
$365K +$6.15K +108 +2%
AIM
825
Acropolis Investment Management
Missouri
$364K – – –