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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
601
Callan Family Office
Pennsylvania
$820K -$26.8K -1,988 -3%
FMI
602
Frec Markets Inc
California
$809K +$343K +25,387 +77%
FSA
603
Fort Sheridan Advisors
Illinois
$808K – – –
CPWA
604
Cerro Pacific Wealth Advisors
California
$805K +$88.9K +6,591 +13%
Koshinski Asset Management
605
Koshinski Asset Management
Illinois
$803K -$34.3K -2,542 -4%
CWM
606
Cornerstone Wealth Management
Missouri
$801K -$112K -8,321 -13%
FRA
607
Frank Rimerman Advisors
California
$799K +$12.1K +899 +2%
Blackstone Inc
608
Blackstone Inc
New York
$799K +$775K +57,470 New
SB
609
SIG Brokerage
New York
$792K +$768K +56,958 New
BCG
610
Breakwater Capital Group
New Jersey
$787K +$12K +886 +2%
MCM
611
Mainstay Capital Management
Michigan
$780K -$30K -2,224 -4%
TPA
612
Trivium Point Advisory
Connecticut
$779K -$41K -3,040 -5%
GCP
613
GSA Capital Partners
United Kingdom
$777K -$2.25M -166,445 -75%
PIM
614
Plato Investment Management
Australia
$775K -$2.57M -190,302 -77%
RIA
615
Regal Investment Advisors
Michigan
$774K -$4.51K -334 -0.6%
MA
616
MONECO Advisors
Connecticut
$772K +$14.6K +1,079 +2%
SEIA
617
Signature Estate & Investment Advisors
California
$771K -$15.4K -1,141 -2%
LFG
618
Larson Financial Group
Missouri
$766K -$13K -960 -2%
LFAS
619
Level Four Advisory Services
Texas
$759K -$130K -9,611 -15%
FWM
620
Foguth Wealth Management
Michigan
$757K -$29.1K -2,155 -4%
CWS
621
Cypress Wealth Services
California
$754K +$1.43K +106 +0.2%
CFFP
622
Center for Financial Planning
Michigan
$749K -$12.9K -959 -2%
SWM
623
Silverlake Wealth Management
Vermont
$746K -$12.1K -896 -2%
VIP
624
Vista Investment Partners
Oklahoma
$744K +$27.3K +2,024 +4%
WAAG
625
Wealth Alliance Advisory Group
Kansas
$742K +$715 +53 +0.1%