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Name Holding Trade Value Shares
Change
Change in
Stake
JSW
476
Journey Strategic Wealth
New Jersey
$416K +$26.5K +302 +6%
LFA
477
Legacy Financial Advisors
Kentucky
$412K -$1.75K -20 -0.4%
PIA
478
Prakash Investment Advisors
Massachusetts
$407K -$350K -4,000 -44%
OWP
479
Obermeyer Wealth Partners
Colorado
$407K
DG
480
DMC Group
Alabama
$407K +$28.6K +327 +7%
PFS
481
Prospera Financial Services
Texas
$407K +$438K +4,995 New
JCIA
482
Jackson Creek Investment Advisors
Colorado
$405K -$311K -3,549 -42%
FHA
483
Flagship Harbor Advisors
Massachusetts
$404K +$32.4K +370 +8%
IAIM
484
International Assets Investment Management
Florida
$404K +$39.2K +447 +10%
IPW
485
Impact Partnership Wealth
Georgia
$402K +$30K +342 +7%
DCM
486
DGS Capital Management
New Jersey
$400K +$63.1K +720 +17%
FFA
487
Farther Finance Advisors
California
$399K +$290K +3,312 +219%
SFG
488
Synergy Financial Group
California
$394K +$52.1K +595 +14%
PA
489
Parallel Advisors
California
$388K +$174K +1,991 +72%
FAM
490
Formidable Asset Management
Ohio
$386K -$29.8K -340 -7%
US Bancorp
491
US Bancorp
Minnesota
$378K +$61.8K +706 +18%
VCM
492
Versant Capital Management
Arizona
$375K +$225K +2,571 +126%
PP
493
Pingora Partners
Wyoming
$374K
Kovitz Investment Group Partners
494
Kovitz Investment Group Partners
Illinois
$370K -$92.7K -1,058 -19%
CIC
495
Chilton Investment Company
Connecticut
$370K +$398K +4,540 New
1C
496
111 Capital
France
$366K -$1.28M -14,631 -76%
WIA
497
World Investment Advisors
California
$365K +$162K +1,852 +70%
PJWM
498
Philip James Wealth Mangement
Georgia
$364K -$50.4K -575 -11%
GAM
499
Griffin Asset Management
New York
$362K
O
500
Ossiam
France
$362K -$101K -1,157 -21%