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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
726
Valeo Financial Advisors
Indiana
$261K -$37.7K -357 -14%
SFC
727
SYM Financial Corp
Indiana
$259K +$228K +2,163 New
CIAM
728
Caitong International Asset Management
Hong Kong
$259K +$228K +2,157 New
LWA
729
Lineweaver Wealth Advisors
Ohio
$254K -$19.1K -181 -8%
PA
730
Pinnacle Associates
New York
$253K -$862K -8,165 -79%
AC
731
AlphaCore Capital
California
$252K +$123K +1,168 +125%
MFG
732
Mosaic Financial Group
Illinois
$248K +$219K +2,070 New
NG
733
Norden Group
Utah
$246K +$217K +2,053 New
KCP
734
Kera Capital Partners
California
$245K +$216K +2,047 New
CPIG
735
Chicago Partners Investment Group
Illinois
$244K +$214K +2,031 New
FTWA
736
Fifth Third Wealth Advisors
Ohio
$243K +$214K +2,026 New
GFP
737
Gryphon Financial Partners
Ohio
$240K +$212K +2,005 New
NS
738
NBC Securities
Alabama
$239K +$161K +1,522 +321%
WC
739
Waterloo Capital
Texas
$239K +$210K +1,989 New
IAA
740
Independent Advisor Alliance
North Carolina
$236K +$208K +1,970 New
GSC
741
Ground Swell Capital
South Carolina
$235K +$207K +1,964 New
GPA
742
Guerra Pan Advisors
New Jersey
$231K +$203K +1,925 New
KPWS
743
Kestra Private Wealth Services
Texas
$230K +$203K +1,922 New
TM
744
TigerOak Management
New Mexico
$230K +$203K +1,919 New
AWA
745
Acorn Wealth Advisors
Michigan
$230K +$202K +1,915 New
TIAA Trust, National Association
746
TIAA Trust, National Association
North Carolina
$227K +$200K +1,895 New
GWMR
747
GC Wealth Management RIA
Massachusetts
$227K +$200K +1,890 New
CWP
748
Cyndeo Wealth Partners
Florida
$226K +$199K +1,882 New
FPB
749
First PREMIER Bank
South Dakota
$220K -$12.9K -122 -6%
FHC
750
First Horizon Corporation
Tennessee
$219K +$193K +1,824 New