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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
851
Premier Path Wealth Partners
New Jersey
$627K +$52.6K +279 +9%
QI
852
Qtron Investments
Massachusetts
$626K -$441K -2,341 -41%
CP
853
Canopy Partners
Ohio
$624K +$146K +774 +30%
MIP
854
Marietta Investment Partners
Wisconsin
$620K -$412K -2,188 -40%
PA
855
Prossimo Advisors
California
$620K +$621K +3,296 New
CB
856
CNB Bank
Pennsylvania
$617K -$6.59K -35 -1%
TCA
857
Transcend Capital Advisors
New Jersey
$617K +$618K +3,282 New
SRA
858
Secured Retirement Advisors
Minnesota
$617K +$54.1K +287 +10%
JSSH
859
J. Safra Sarasin Holding
$617K -$178K -944 -22%
SWP
860
Sagespring Wealth Partners
Tennessee
$613K -$143K -757 -19%
AIC
861
Argus Investors Counsel
New York
$613K +$36.5K +194 +6%
CI
862
Cigna Investments
Connecticut
$610K -$30.9K -164 -5%
KAS
863
KPP Advisory Services
Kentucky
$610K +$36K +191 +6%
AI
864
Axecap Investments
Ohio
$607K – – –
XWL
865
XXI Wealth LLC
Illinois
$607K +$608K +3,226 New
PF
866
Phoenix Financial
Israel
$606K +$179K +950 +42%
NWMG
867
National Wealth Management Group
Ohio
$602K +$565 +3 +0.1%
HSA
868
HBK Sorce Advisory
Pennsylvania
$602K +$8.48K +45 +1%
MO
869
McMillan Office
Michigan
$602K +$603K +3,200 New
AWM
870
Accurate Wealth Management
Florida
$600K +$53.1K +282 +10%
SG
871
StoneX Group
New York
$596K +$94.2K +500 +19%
CCG
872
Cypress Capital Group
Florida
$596K – – –
RE
873
Rydar Equities
Texas
$595K +$92.7K +492 +18%
KWA
874
Kellett Wealth Advisors
Ohio
$595K -$42.9K -228 -7%
TSMHT
875
Thurston Springer Miller Herd & Titak
Indiana
$594K +$219K +1,162 +58%