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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1101
Realta Investment Advisors
Delaware
$217K +$197K +1,094 New
SWP
1102
Summit Wealth Partners
Florida
$216K +$196K +1,091 New
FNT
1103
First Nebraska Trust
Nebraska
$216K +$196K +1,090 New
TAM
1104
Tealwood Asset Management
Minnesota
$215K +$195K +1,085 New
HSA
1105
HBK Sorce Advisory
Pennsylvania
$214K +$194K +1,080 New
ILI
1106
Invesco LLC (Illinois)
Illinois
$213K +$193K +1,075 New
KP
1107
Keel Point
Alabama
$213K +$193K +1,073 New
DWM
1108
Drive Wealth Management
Utah
$211K +$191K +1,062 New
TW
1109
Transform Wealth
Colorado
$211K +$190K +1,059 New
ACM
1110
Arcataur Capital Management
Wisconsin
$210K +$190K +1,059 New
BFG
1111
Berger Financial Group
Minnesota
$210K -$97.5K -542 -34%
UCB
1112
United Community Bank
South Carolina
$209K -$8.09K -45 -4%
FFM
1113
Forum Financial Management
Illinois
$209K +$189K +1,052 New
SBCM
1114
Silverberg Bernstein Capital Management
New York
$209K +$189K +1,052 New
GL
1115
Gerber LLC
Ohio
$208K +$189K +1,050 New
PFA
1116
Pure Financial Advisors
California
$207K +$188K +1,045 New
MCM
1117
Manchester Capital Management
Vermont
$207K +$36.7K +204 +24%
TFIPS
1118
Towarzystwo Funduszy Inwestycyjnych PZU SA
$206K +$187K +1,040 New
MAM
1119
Magellan Asset Management
Australia
$206K
MWM
1120
Mattern Wealth Management
Kansas
$205K +$186K +1,035 New
CAGAS
1121
Capital Advisory Group Advisory Services
Minnesota
$205K +$186K +1,034 New
FFP
1122
FourThought Financial Partners
Florida
$205K -$133K -741 -42%
RCG
1123
Regatta Capital Group
California
$205K +$186K +1,033 New
CC
1124
Corton Capital
Ontario, Canada
$205K +$186K +1,032 New
MOS
1125
MGO One Seven
Ohio
$205K +$186K +1,032 New