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Name Holding Trade Value Shares
Change
Change in
Stake
WG
1451
Wealth Group
North Carolina
$702K +$781K +2,203 New
HNWAG
1452
High Net Worth Advisory Group
Florida
$701K
PCFFS
1453
Pacific Center for Financial Services
California
$700K
TTWM
1454
TCV Trust & Wealth Management
Virginia
$700K +$12.4K +35 +2%
NWAG
1455
Net Worth Advisory Group
Utah
$699K +$25.5K +72 +3%
DI
1456
Diligent Investors
California
$698K -$319K -900 -29%
GFG
1457
Goldstone Financial Group
Illinois
$698K +$55.6K +157 +8%
CIAM
1458
Caitong International Asset Management
Hong Kong
$696K +$774K +2,185 New
PM
1459
Phraction Management
Connecticut
$695K +$774K +2,183 New
JSW
1460
Journey Strategic Wealth
New Jersey
$694K -$120K -340 -13%
RCA
1461
Resonant Capital Advisors
Wisconsin
$693K -$34K -96 -4%
FFN
1462
Focus Financial Network
Minnesota
$691K +$72.3K +204 +10%
BWL
1463
Bogart Wealth LLC
Virginia
$687K -$134K -378 -15%
PL
1464
Perpetual Ltd
Australia
$686K -$437K -1,232 -36%
CP
1465
Covenant Partners
Tennessee
$686K
ACGA
1466
Atlanta Consulting Group Advisors
Georgia
$686K -$116K -327 -13%
7WCP
1467
71 West Capital Partners
Massachusetts
$685K +$762K +2,151 New
FFG
1468
Fiduciary Financial Group
California
$684K +$21.3K +60 +3%
BMCM
1469
Burns Matteson Capital Management
New York
$679K -$29.8K -84 -4%
Acadian Asset Management
1470
Acadian Asset Management
Massachusetts
$678K -$38.2M -107,845 -98%
CP
1471
CenterBook Partners
Connecticut
$677K +$753K +2,125 New
CI
1472
Conning Inc
Connecticut
$677K -$6.38K -18 -0.8%
SPF
1473
South Plains Financial
Texas
$675K +$81.2K +229 +12%
FSA
1474
Fort Sheridan Advisors
Illinois
$673K +$14.2K +40 +2%
CBB
1475
Citizens Business Bank
California
$673K -$1.77K -5 -0.2%