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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
876
180 Wealth Advisors
Washington
$303K -$489K -7,830 -64%
VWM
877
Venturi Wealth Management
Texas
$301K +$271K +4,334 New
CAGAS
878
Capital Advisory Group Advisory Services
Minnesota
$301K -$18.7K -300 -6%
DAS
879
Diversify Advisory Services
Utah
$300K -$106K -1,701 -29%
UBG
880
United Bank (Georgia)
Georgia
$299K -$5.19K -83 -2%
WI
881
Wahed Invest
New York
$299K -$10.5K -168 -4%
CFP
882
Catalyst Financial Partners
Massachusetts
$299K +$269K +4,304 New
CFO
883
CVA Family Office
Colorado
$297K +$1.81K +29 +0.7%
SWA
884
Strategies Wealth Advisors
Michigan
$296K -$11.7K -188 -4%
MG
885
Marex Group
$296K +$266K +4,262 New
FIA
886
Foundations Investment Advisors
Arizona
$296K -$155K -2,484 -37%
FFG
887
Fortress Financial Group
Minnesota
$292K +$1.13K +18 +0.4%
CPCM
888
Cardinal Point Capital Management
Ontario, Canada
$291K
KW
889
KWB Wealth
California
$291K +$262K +4,188 New
FMI
890
Frec Markets Inc
California
$287K +$259K +4,139 New
CW
891
CreativeOne Wealth
Kansas
$287K -$34.1K -546 -12%
PWA
892
Physician Wealth Advisors
Utah
$285K -$1.13K -18 -0.4%
SHFP
893
Second Half Financial Partners
Florida
$285K
CAL
894
Capital Analysts LLC
Pennsylvania
$283K -$5.37K -86 -2%
RA
895
Riversedge Advisors
Delaware
$283K +$254K +4,072 New
CA
896
Calton & Associates
Florida
$282K +$62 +1 +0%
WAP
897
Wealthcare Advisory Partners
Pennsylvania
$282K +$254K +4,062 New
PPW
898
PACK Private Wealth
Minnesota
$282K -$10.6K -170 -4%
SFWC
899
Strategic Family Wealth Counselors
New Jersey
$281K +$260K +4,161 New
AA
900
Armis Advisers
Georgia
$280K +$6.37K +102 +2%