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Name Holding Trade Value Shares
Change
Change in
Stake
GM
1251
GeoWealth Management
Illinois
$222K +$12.3K +57 +6%
DW30
1252
Drucker Wealth 3.0
New Jersey
$222K +$221K +1,026 New
MWM
1253
Modern Wealth Management
Kansas
$222K +$215K +998 New
SGI
1254
Summit Global Investments
Utah
$222K -$3.23K -15 -1%
EHC
1255
Everett Harris & Co
California
$222K – – –
IAS
1256
Investment Advisory Services
Texas
$222K +$214K +996 New
FCM
1257
Fourpath Capital Management
Oklahoma
$220K – – –
BPWM
1258
BCS Private Wealth Management
New Jersey
$220K +$213K +988 New
FNT
1259
First National Trust
Pennsylvania
$219K – – –
MWAM
1260
Manhattan West Asset Management
California
$219K +$212K +984 New
SIA
1261
Soltis Investment Advisors
Utah
$218K +$211K +978 New
TFP
1262
Tilia Fiduciary Partners
North Carolina
$217K +$210K +974 New
MAWA
1263
Moss Adams Wealth Advisors
Washington
$217K +$209K +972 New
SIM
1264
Sentry Investment Management
Wisconsin
$215K – – –
LFAS
1265
Level Four Advisory Services
Texas
$214K +$207K +961 New
IAIM
1266
International Assets Investment Management
Florida
$214K +$206K +958 New
AWA
1267
Arkadios Wealth Advisors
Georgia
$213K +$206K +957 New
BA
1268
Bridgewater Advisors
New York
$213K +$206K +955 New
QFA
1269
Quantum Financial Advisors
California
$212K +$205K +953 New
CFGW
1270
Chancellor Financial Group WB
Pennsylvania
$212K +$205K +952 New
FG
1271
Foster Group
Iowa
$212K +$205K +951 New
CWP
1272
Capital Wealth Planning
Florida
$212K +$204K +949 New
RAG
1273
RIA Advisory Group
Iowa
$212K -$1.12M -5,200 -85%
CFD
1274
Creative Financial Designs
Indiana
$211K -$7.75K -36 -4%
OIS
1275
OneAscent Investment Solutions
Alabama
$210K -$46.3K -215 -19%