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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1251
Gateway Investment Advisers
Ohio
$305K -$45K -171 -13%
QWP
1252
Quotient Wealth Partners
Texas
$305K -$13.4K -51 -4%
FNT
1253
First Nebraska Trust
Nebraska
$304K +$263 +1 +0.1%
MWS
1254
MFA Wealth Services
California
$304K +$287K +1,090 New
MG
1255
Mather Group
Illinois
$303K -$14.7K -56 -5%
MFS
1256
Mirabella Financial Services
United Kingdom
$299K -$69.8K -265 -20%
FAT
1257
First American Trust
California
$299K -$5.53K -21 -2%
NFG
1258
Nations Financial Group
Iowa
$297K -$86.1K -327 -23%
GL
1259
Gerber LLC
Ohio
$293K – – –
JWS
1260
Juncture Wealth Strategies
Arizona
$292K +$276K +1,047 New
SWGC
1261
Summit Wealth Group (Colorado)
Colorado
$290K +$8.96K +34 +3%
PE
1262
PCM Encore
Colorado
$290K -$15.8K -60 -5%
ST
1263
Smithfield Trust
Pennsylvania
$290K – – –
TNA
1264
True North Advisors
Texas
$289K +$14K +53 +5%
SWP
1265
Significant Wealth Partners
Illinois
$289K +$790 +3 +0.3%
AA
1266
Alta Advisers
United Kingdom
$287K – – –
CCMG
1267
Clark Capital Management Group
Pennsylvania
$286K -$85.1K -323 -24%
VDC
1268
Van Diest Capital
Iowa
$286K -$477K -1,811 -64%
SFSG
1269
Sound Financial Strategies Group
Mississippi
$285K +$17.6K +67 +7%
CAWM
1270
Capital Advisors Wealth Management
Washington
$283K +$1.32K +5 +0.5%
TCM
1271
Telos Capital Management
California
$283K +$7.11K +27 +3%
CWS
1272
Confluence Wealth Services
Pennsylvania
$283K +$267K +1,014 New
DW30
1273
Drucker Wealth 3.0
New Jersey
$282K -$13.4K -51 -5%
FFP
1274
FourThought Financial Partners
Florida
$280K +$56.6K +215 +27%
SIC
1275
Sigma Investment Counselors
Michigan
$280K – – –