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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
676
9258 Wealth Management
Ohio
$246K +$221K +3,744 New
GWM
677
Gibbs Wealth Management
Georgia
$246K +$220K +3,736 New
C
678
CEDRUS
Colorado
$245K -$155K -2,622 -41%
CWM
679
CarsonAllaria Wealth Management
Illinois
$245K +$11.2K +190 +5%
YIA
680
YHB Investment Advisors
Connecticut
$241K +$216K +3,662 New
EW
681
Element Wealth
Mississippi
$241K +$216K +3,660 New
MIC
682
Meridian Investment Counsel
California
$237K +$212K +3,600 New
WCA
683
Westover Capital Advisors
Delaware
$237K +$212K +3,600 New
CIBC World Market
684
CIBC World Market
Ontario, Canada
$235K +$211K +3,574 New
EFG
685
Ethos Financial Group
Pennsylvania
$233K +$209K +3,538 New
SAM
686
Summit Asset Management
Tennessee
$230K +$206K +3,500 New
LEA
687
Legacy Edge Advisors
New York
$230K +$206K +3,496 New
NWAG
688
Net Worth Advisory Group
Utah
$227K +$203K +3,448 New
ACP
689
Aveo Capital Partners
Colorado
$227K -$34.1K -578 -14%
IWM
690
IHT Wealth Management
Illinois
$226K +$202K +3,422 New
NAS
691
Nicolet Advisory Services
Wisconsin
$225K +$200K +3,386 New
EFI
692
EHP Funds Inc
Canada
$224K +$200K +3,400 New
FFWA
693
FRG Family Wealth Advisors
Washington
$223K +$200K +3,390 New
SIA
694
Schechter Investment Advisors
Michigan
$223K +$199K +3,384 New
KWA
695
Kingswood Wealth Advisors
California
$222K +$199K +3,376 New
AWS
696
Atria Wealth Solutions
New York
$221K +$198K +3,356 New
RFS
697
Richardson Financial Services
Massachusetts
$221K
NP
698
NorthRock Partners
Minnesota
$220K +$197K +3,336 New
NMG
699
New Millennium Group
Utah
$219K +$171K +2,896 +658%
PWP
700
Phillips Wealth Planners
Mississippi
$219K +$192K +3,262 New