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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1226
Insight Advisors
Pennsylvania
$319K -$3.95K -15 -1%
MLL
1227
Moody Lynn & Lieberson
Massachusetts
$319K -$1.58K -6 -0.5%
SEIA
1228
Signature Estate & Investment Advisors
California
$319K +$301K +1,143 New
SSCA
1229
South Shore Capital Advisors
Massachusetts
$318K -$1.84K -7 -0.6%
RC
1230
Rexford Capital
Texas
$317K
AFP
1231
Ausdal Financial Partners
Iowa
$317K +$263 +1 +0.1%
WMA
1232
West Michigan Advisors
Michigan
$315K -$3.95K -15 -1%
BWM
1233
Bullock Wealth Management
Indiana
$313K +$296K +1,124 New
LI
1234
LRI Investments
Florida
$313K +$2.9K +11 +1%
WWM
1235
Western Wealth Management
Colorado
$312K +$263 +1 +0.1%
MWM
1236
Mattern Wealth Management
Kansas
$312K +$2.37K +9 +0.8%
IFWM
1237
Institute for Wealth Management
Colorado
$310K +$56.1K +213 +24%
LWAM
1238
Legacy Wealth Asset Management
Minnesota
$310K
XT
1239
XTX Topco
Cayman Islands
$309K -$7.6M -28,838 -96%
SW
1240
Simplicity Wealth
New Jersey
$308K +$12.9K +49 +5%
WA
1241
WBH Advisory
Maryland
$308K +$26.3K +100 +10%
HBT
1242
Heartland Bank & Trust
Illinois
$307K -$3.69K -14 -1%
B
1243
Bellecapital
Switzerland
$306K
GIA
1244
Gateway Investment Advisers
Ohio
$305K -$45K -171 -13%
QWP
1245
Quotient Wealth Partners
Texas
$305K -$13.4K -51 -4%
FNT
1246
First Nebraska Trust
Nebraska
$304K +$263 +1 +0.1%
MWS
1247
MFA Wealth Services
California
$304K +$287K +1,090 New
MG
1248
Mather Group
Illinois
$303K -$14.7K -56 -5%
MFS
1249
Mirabella Financial Services
United Kingdom
$299K -$69.8K -265 -20%
FAT
1250
First American Trust
California
$299K -$5.53K -21 -2%