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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1401
Cassaday & Co Wealth Management
Virginia
$527K +$55.5K +192 +19%
RIL
1402
Rothschild Investment LLC
Illinois
$526K +$31.2K +108 +10%
IP
1403
Ignite Planners
California
$524K +$351K +1,214 New
AFG
1404
Allegheny Financial Group
Pennsylvania
$521K +$349K +1,208 New
PTP
1405
Platform Technology Partners
New York
$521K -$37.3K -129 -10%
CWP
1406
Concord Wealth Partners
Virginia
$520K -$122K -422 -26%
WPA
1407
West Paces Advisors
Georgia
$520K -$49.5K -171 -12%
LCAM
1408
London & Capital Asset Management
United Kingdom
$520K +$349K +1,205 New
MPWT
1409
MassMutual Private Wealth & Trust
Connecticut
$519K -$289 -1 -0.1%
CFG
1410
Carr Financial Group
Massachusetts
$519K -$119K -412 -26%
UWP
1411
Uniting Wealth Partners
Kansas
$518K +$347K +1,201 New
EA
1412
Emerald Advisors
Washington
$518K +$347K +1,200 New
HCMG
1413
Howard Capital Management Group
California
$518K +$347K +1,200 New
AWM
1414
Arista Wealth Management
Nevada
$515K +$345K +1,193 New
SMC
1415
Smith, Moore & Co
Missouri
$513K +$344K +1,189 New
IAS
1416
IMA Advisory Services
Colorado
$512K +$343K +1,185 +59,250%
OP
1417
Oslo Pensjonsforsikring
$512K -$185K -638 -35%
OFO
1418
OneAscent Family Office
Alabama
$511K +$342K +1,184 New
CIM
1419
Capital Investment Management
Missouri
$510K -$122K -422 -26%
PAG
1420
Poinciana Advisors Group
Florida
$509K -$144K -498 -30%
FMWA
1421
Forvis Mazars Wealth Advisors
Missouri
$504K +$338K +1,167 New
PL
1422
Plancorp LLC
Missouri
$503K -$51.2K -177 -13%
FCCM
1423
First City Capital Management
Georgia
$500K +$335K +1,159 New
MW
1424
Maia Wealth
Colorado
$498K +$334K +1,155 New
EV
1425
EJMK Ventures
Illinois
$498K -$77.8K -269 -19%