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Name Holding Trade Value Shares
Change
Change in
Stake
IA
776
Intellus Advisors
Florida
$822K +$946K +4,500 New
SFSG
777
Sound Financial Strategies Group
Mississippi
$820K +$98.4K +468 +12%
KNW
778
Kesler Norman & Wride
Utah
$812K -$163K -776 -15%
AFG
779
Atomi Financial Group
New York
$812K +$107K +508 +13%
SEP
780
Southland Equity Partners
Missouri
$807K +$5.68K +27 +0.6%
CD
781
Chapin Davis
Maryland
$802K
PCM
782
Prelude Capital Management
New York
$801K +$922K +4,385 New
IA
783
IFP Advisors
Florida
$798K +$367K +1,746 +67%
PPWM
784
Paragon Private Wealth Management
Kentucky
$795K +$134K +635 +17%
SPC
785
Sigma Planning Corp
Michigan
$793K +$296K +1,409 +48%
DS
786
DRW Securities
Illinois
$782K -$99.7K -474 -10%
RGF
787
Retirement Guys Formula
Ohio
$782K +$68.1K +324 +8%
AAP
788
Arax Advisory Partners
Colorado
$777K +$844K +4,014 +1,701%
BFC
789
Bedel Financial Consulting
Indiana
$768K
PFG
790
PAX Financial Group
Texas
$761K +$115K +549 +15%
CWP
791
Cyndeo Wealth Partners
Florida
$756K +$86.2K +410 +11%
LCGC
792
Legacy Capital Group California
California
$753K -$8.83K -42 -1%
AWCI
793
Alpine Woods Capital Investors
New York
$746K -$4.21K -20 -0.5%
MG
794
Mather Group
Illinois
$746K +$42.7K +203 +5%
WANY
795
Wealthspire Advisors (New York)
New York
$746K +$26.3K +125 +3%
FCFC
796
First Commonwealth Financial Corp
Pennsylvania
$745K -$119K -567 -12%
CB
797
CNB Bank
Pennsylvania
$743K -$25K -119 -3%
RBC
798
Romano Brothers & Co
Illinois
$742K -$63.1K -300 -7%
JA
799
JVL Associates
Michigan
$739K -$841 -4 -0.1%
FPAS
800
Focus Partners Advisor Solutions
Missouri
$737K +$189K +901 +29%