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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
551
Impact Partnership Wealth
Georgia
$380K +$59.7K +168 +23%
AZ
552
Alpha Zero
Florida
$376K +$331K +932 New
KF
553
Krilogy Financial
Missouri
$368K +$315K +885 New
CIA
554
Concurrent Investment Advisors
Florida
$367K +$314K +883 New
BC
555
Bridgefront Capital
Texas
$366K -$436K -1,227 -58%
EHAM
556
Eagle Harbor Asset Management
Washington
$365K -$54.7K -154 -15%
SWP
557
Sagespring Wealth Partners
Tennessee
$363K +$21.7K +61 +8%
RS
558
R Squared
Hong Kong
$362K +$310K +871 New
GVAG
559
Great Valley Advisor Group
Delaware
$354K – – –
CFO
560
Callan Family Office
Pennsylvania
$347K +$7.46K +21 +3%
Blackstone Inc
561
Blackstone Inc
New York
$345K +$26.3K +74 +10%
PWM
562
Perigon Wealth Management
California
$345K +$295K +829 New
FFA
563
Farther Finance Advisors
California
$342K +$124K +348 +73%
AWA
564
Arkadios Wealth Advisors
Georgia
$335K +$286K +806 New
CIAM
565
Caitong International Asset Management
Hong Kong
$326K +$279K +784 New
BHC
566
Bull Harbor Capital
Maryland
$326K +$278K +783 New
Cambridge Investment Research Advisors
567
Cambridge Investment Research Advisors
Iowa
$325K +$10.7K +30 +4%
DWM
568
Drive Wealth Management
Utah
$325K +$4.62K +13 +2%
AF
569
Allworth Financial
California
$324K +$224K +629 +419%
CFG
570
Citizens Financial Group
Rhode Island
$322K +$275K +775 New
VA
571
VestGen Advisors
Illinois
$320K +$18.1K +51 +7%
AIM
572
Aigen Investment Management
New York
$318K -$73.6K -207 -21%
SAG
573
SageView Advisory Group
California
$317K +$5.33K +15 +2%
RFC
574
Regions Financial Corp
Alabama
$317K +$270K +761 New
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$316K – – –