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Name Holding Trade Value Shares
Change
Change in
Stake
BPAMU
876
BTG Pactual Asset Management US
New York
$345K +$352K +416 New
BAM
877
Blueshift Asset Management
New Jersey
$344K +$30.5K +36 +9%
CI
878
Cigna Investments
Connecticut
$342K -$11K -13 -3%
CFP
879
Catalyst Financial Partners
Massachusetts
$342K +$18.6K +22 +6%
PFG
880
Prosperity Financial Group
California
$340K +$20.3K +24 +6%
TWP
881
Tower Wealth Partners
Pennsylvania
$338K +$6.77K +8 +2%
KV
882
Kickstand Ventures
New York
$337K – – –
PWMAG
883
Pinnacle Wealth Management Advisory Group
New Jersey
$337K +$343K +406 New
PCM
884
Prelude Capital Management
New York
$335K -$57.5K -68 -14%
KA
885
Klingman & Associates
New York
$334K -$32.1K -38 -9%
FOA
886
Five Oceans Advisors
California
$334K -$5.08K -6 -1%
KAS
887
KPP Advisory Services
Kentucky
$333K +$1.69K +2 +0.5%
SMA
888
Seven Mile Advisory
New Jersey
$333K +$3.38K +4 +1%
ATC
889
Adirondack Trust Company
New York
$332K – – –
PUI
890
Purpose Unlimited Inc
$332K – – –
PPWM
891
Paragon Private Wealth Management
Kentucky
$330K -$10.2K -12 -3%
BWM
892
Biltmore Wealth Management
Arizona
$330K +$64.3K +76 +24%
JWCA
893
J.W. Cole Advisors
Florida
$327K -$1.1M -1,296 -77%
ACM
894
Absolute Capital Management
Pennsylvania
$325K -$22.8K -27 -6%
DCM
895
Donaldson Capital Management
Indiana
$325K +$332K +392 New
LWA
896
LifeGoal Wealth Advisors
New York
$324K +$11K +13 +3%
PWM
897
Power Wealth Management
Georgia
$324K +$331K +391 New
PTCG
898
Pring Turner Capital Group
California
$324K – – –
Fisher Asset Management
899
Fisher Asset Management
Washington
$323K +$329K +389 New
DWM
900
Drive Wealth Management
Utah
$320K +$54.1K +64 +20%