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Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
601
Encompass More Asset Management
California
$315K +$276K +732 New
BWP
602
Balboa Wealth Partners
Arizona
$314K +$1.13K +3 +0.4%
WA
603
Wealthstream Advisors
New York
$307K +$7.17K +19 +3%
JCIA
604
Jackson Creek Investment Advisors
Colorado
$305K +$268K +709 New
GWP
605
Gen-Wealth Partners
Michigan
$304K +$377 +1 +0.1%
SFA
606
Sequoia Financial Advisors
Ohio
$300K +$20.4K +54 +8%
TW
607
TrinityPoint Wealth
Connecticut
$299K +$262K +694 New
RW
608
Rockport Wealth
Ohio
$297K +$260K +690 New
MAM
609
McLean Asset Management
Virginia
$296K +$377 +1 +0.1%
FL
610
Fort LP
Maryland
$294K -$99.6K -264 -28%
WA
611
Wealth Alliance
New York
$292K -$113K -300 -31%
Kovitz Investment Group Partners
612
Kovitz Investment Group Partners
Illinois
$285K +$396K +1,050 New
CIG
613
CHB Investment Group
Pennsylvania
$285K +$249K +661 New
ACM
614
Advisors Capital Management
New Jersey
$284K +$249K +660 New
PFS
615
Prospera Financial Services
Texas
$283K +$377 +1 +0.2%
PWM
616
Paulson Wealth Management
Illinois
$282K +$1.13K +3 +0.5%
B
617
Bensler
Washington
$282K +$377 +1 +0.2%
AFG
618
Atomi Financial Group
New York
$281K -$7.55K -20 -3%
MWM
619
Mindset Wealth Management
Indiana
$281K +$246K +653 New
EI
620
Ellevest Inc
New York
$276K +$2.27K +6 +0.9%
VSQM
621
V-Square Quantitative Management
Illinois
$274K +$755 +2 +0.3%
AWA
622
Arkadios Wealth Advisors
Georgia
$272K +$30.2K +80 +15%
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
$271K -$327K -867 -58%
CC
624
Capital Counsel
New York
$267K
LCM
625
Lazari Capital Management
California
$266K +$19.2K +51 +9%