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Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
1076
D.B. Root & Company
Pennsylvania
$1.45M +$4K +13 +0.3%
MS
1077
Mizuho Securities
Japan
$1.45M +$1.25M +4,060 New
AWM
1078
Axxcess Wealth Management
California
$1.44M +$639K +2,074 +106%
NW
1079
Naviter Wealth
Arkansas
$1.44M -$15.4K -50 -1%
PPG
1080
Peak Planning Group
Colorado
$1.43M -$394K -1,278 -24%
PL
1081
Perpetual Ltd
Australia
$1.43M -$285K -926 -19%
A
1082
Argentarii
Ohio
$1.43M -$42.2K -137 -3%
RCS
1083
Retirement Capital Strategies
California
$1.43M
IWA
1084
Invera Wealth Advisors
Oregon
$1.42M -$4.93K -16 -0.4%
KA
1085
KLCM Advisors
Wisconsin
$1.42M -$1.82M -5,900 -60%
SCI
1086
Stableford Capital II
Arizona
$1.41M +$1.11M +3,604 New
PWP
1087
Prasad Wealth Partners
Ohio
$1.41M +$260K +844 +27%
CS
1088
Capital Square
Tennessee
$1.41M -$123K -398 -9%
STCG
1089
Speece Thorson Capital Group
Minnesota
$1.4M
ZIC
1090
ZWJ Investment Counsel
Georgia
$1.4M -$28.3K -92 -2%
S
1091
Sunpointe
Missouri
$1.4M +$1.21M +3,917 New
BCG
1092
Breakwater Capital Group
New Jersey
$1.4M +$241K +784 +25%
FW
1093
FullCircle Wealth
Texas
$1.39M +$1.85K +6 +0.2%
WWM
1094
Western Wealth Management
Colorado
$1.38M +$80.1K +260 +7%
UBG
1095
United Bank (Georgia)
Georgia
$1.38M +$230K +748 +24%
CWP
1096
Cyndeo Wealth Partners
Florida
$1.38M +$804K +2,611 +209%
CI
1097
Cigna Investments
Connecticut
$1.38M -$30.2K -98 -2%
BWM
1098
Buckley Wealth Management
Nevada
$1.37M -$3.08K -10 -0.3%
BWM
1099
Biltmore Wealth Management
Arizona
$1.37M -$38.2K -124 -3%
AC
1100
Avestar Capital
New York
$1.37M +$160K +520 +16%