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Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Clearstead Advisors
Ohio
$382K +$8.42K +57 +2%
LNC
602
Lincoln National Corp
Pennsylvania
$378K +$58.8K +398 +18%
MWM
603
Mission Wealth Management
California
$378K -$8.42K -57 -2%
FAM
604
Formidable Asset Management
Ohio
$377K +$382K +2,590 New
PSP
605
Principal Street Partners
Tennessee
$373K -$398K -2,695 -51%
ABLA
606
Alan B. Lancz & Associates
Ohio
$371K
PTC
607
Private Trust Company
Ohio
$369K +$5.91K +40 +2%
GWMR
608
GC Wealth Management RIA
Massachusetts
$368K +$373K +2,526 New
SIA
609
SeaBridge Investment Advisors
New Jersey
$368K +$373K +2,525 New
FCI
610
Financial Counselors Inc
Kansas
$364K +$3.1K +21 +0.8%
3IP
611
3Chopt Investment Partners
Virginia
$363K +$368K +2,492 New
AP
612
Americana Partners
Texas
$362K -$138K -933 -27%
PNAA
613
Pictet North America Advisors
Switzerland
$361K -$255K -1,730 -41%
S
614
SimplyRich
California
$361K -$7.09K -48 -2%
AllianceBernstein
615
AllianceBernstein
Tennessee
$356K -$11.2K -76 -3%
PWAM
616
Pinnacle West Asset Management
Wyoming
$355K +$30.3K +205 +9%
QI
617
Qtron Investments
Massachusetts
$352K
FFM
618
Forum Financial Management
Illinois
$351K
SWM
619
Spire Wealth Management
Virginia
$351K +$41.9K +284 +13%
ICG
620
InterOcean Capital Group
Tennessee
$350K -$66.4K -450 -16%
PMG
621
ProVise Management Group
Florida
$349K +$886 +6 +0.3%
GM
622
GeoWealth Management
Illinois
$348K +$352K +2,386 New
SS
623
Sunbelt Securities
Texas
$347K -$7.38K -50 -2%
TW
624
TritonPoint Wealth
Maryland
$347K +$352K +2,381 New
Carson Wealth (CWM LLC)
625
Carson Wealth (CWM LLC)
Nebraska
$346K -$33.1K -224 -9%