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Name Holding Trade Value Shares
Change
Change in
Stake
RC
876
Rovin Capital
Arizona
$303K -$15.6K -250 -5%
1WA
877
180 Wealth Advisors
Washington
$303K -$489K -7,830 -64%
VWM
878
Venturi Wealth Management
Texas
$301K +$271K +4,334 New
CAGAS
879
Capital Advisory Group Advisory Services
Minnesota
$301K -$18.7K -300 -6%
DAS
880
Diversify Advisory Services
Utah
$300K -$106K -1,701 -29%
UBG
881
United Bank (Georgia)
Georgia
$299K -$5.19K -83 -2%
WI
882
Wahed Invest
New York
$299K -$10.5K -168 -4%
CFP
883
Catalyst Financial Partners
Massachusetts
$299K +$269K +4,304 New
CFO
884
CVA Family Office
Colorado
$297K +$1.81K +29 +0.7%
SWA
885
Strategies Wealth Advisors
Michigan
$296K -$11.7K -188 -4%
MG
886
Marex Group
$296K +$266K +4,262 New
FIA
887
Foundations Investment Advisors
Arizona
$296K -$155K -2,484 -37%
FFG
888
Fortress Financial Group
Minnesota
$292K +$1.13K +18 +0.4%
CPCM
889
Cardinal Point Capital Management
Ontario, Canada
$291K – – –
KW
890
KWB Wealth
California
$291K +$262K +4,188 New
FMI
891
Frec Markets Inc
California
$287K +$259K +4,139 New
CW
892
CreativeOne Wealth
Kansas
$287K -$34.1K -546 -12%
PWA
893
Physician Wealth Advisors
Utah
$285K -$1.13K -18 -0.4%
SHFP
894
Second Half Financial Partners
Florida
$285K – – –
CAL
895
Capital Analysts LLC
Pennsylvania
$283K -$5.37K -86 -2%
RA
896
Riversedge Advisors
Delaware
$283K +$254K +4,072 New
CA
897
Calton & Associates
Florida
$282K +$62 +1 +0%
WAP
898
Wealthcare Advisory Partners
Pennsylvania
$282K +$254K +4,062 New
PPW
899
PACK Private Wealth
Minnesota
$282K -$10.6K -170 -4%
SFWC
900
Strategic Family Wealth Counselors
New Jersey
$281K +$260K +4,161 New