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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1151
Catalyst Financial Partners
Massachusetts
$182K +$22.9K +1,765 +14%
SFG
1152
SNS Financial Group
Minnesota
$182K +$3.13K +241 +2%
BTI
1153
Blue Trust Inc
Georgia
$181K -$8.23K -634 -5%
MFG
1154
Midwest Financial Group
Kansas
$181K -$6.01K -463 -3%
AAM
1155
Auxier Asset Management
Oregon
$181K -$1.82K -140 -1%
WP
1156
WealthSource Partners
California
$180K -$20.6K -1,588 -10%
WP
1157
WMS Partners
Maryland
$180K -$48.5K -3,734 -21%
BW
1158
Bison Wealth
Georgia
$179K -$7.65K -589 -4%
XT
1159
XTX Topco
Cayman Islands
$179K +$187K +14,398 New
LWM
1160
LJI Wealth Management
Indiana
$178K -$582K -44,790 -76%
BFS
1161
Bard Financial Services
Connecticut
$178K -$6.49K -500 -3%
SA
1162
Scarborough Advisors
Maryland
$177K +$185K +14,246 New
EP
1163
Edgestream Partners
New Jersey
$177K -$395K -30,415 -68%
MCM
1164
Maple Capital Management
Vermont
$176K +$17.7K +1,361 +11%
FFA
1165
Founders Financial Alliance
North Carolina
$176K -$6.05K -466 -3%
SFG
1166
Sovereign Financial Group
Connecticut
$176K -$1.44K -111 -0.8%
RWA
1167
River Wealth Advisors
Pennsylvania
$175K -$10.4K -800 -5%
QC
1168
QCM Cayman
Texas
$175K +$183K +14,064 New
PCS
1169
Personal CFO Solutions
New Jersey
$175K +$9.83K +757 +6%
DLCIG
1170
D.L. Carlson Investment Group
New Hampshire
$174K -$47.9K -3,686 -21%
TLP
1171
Trinity Legacy Partners
Texas
$174K -$33.7K -2,598 -16%
IW
1172
Imprint Wealth
South Carolina
$173K +$935 +72 +0.5%
KWM
1173
Kolinsky Wealth Management
New Jersey
$173K +$1.52K +117 +0.8%
TW
1174
TrinityPoint Wealth
Connecticut
$173K -$107K -8,227 -37%
SWM
1175
Selective Wealth Management
Virginia
$173K -$19.5K -1,500 -9%