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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
276
JPL Wealth Management
Colorado
$26.5K +$26.9K +139 New
CIAS
277
CBIZ Investment Advisory Services
Ohio
$25.6K -$387 -2 -1%
FHC
278
First Horizon Corporation
Tennessee
$23.8K +$24.2K +125 New
FMP
279
Financial Management Professionals
Texas
$21.9K -$7.16K -37 -24%
OP
280
ORG Partners
Indiana
$21.9K
PS
281
Principal Securities
Iowa
$20.4K -$4.06K -21 -16%
CA
282
Clearstead Advisors
Ohio
$20.2K -$54K -279 -72%
CWP
283
Clark Wealth Partners
Illinois
$19.8K -$12.2K -63 -33%
CPG
284
Cornerstone Planning Group
New Jersey
$19.6K +$18.4K +95 +317%
CA
285
Centerpoint Advisors
Massachusetts
$19K
CIAM
286
Caitong International Asset Management
Hong Kong
$17.5K +$17.8K +92 New
BTI
287
Blue Trust Inc
Georgia
$16.4K
QCG
288
Quadrant Capital Group
Ohio
$13.9K +$14.1K +73 New
RWS
289
Retirement Wealth Solutions
Wisconsin
$13.7K -$967 -5 -6%
ASN
290
Advisory Services Network
Georgia
$13.2K +$13.4K +69 New
BI
291
Binnacle Investments
Iowa
$13K +$1.35K +7 +11%
TH
292
TCTC Holdings
Texas
$12.8K
HC
293
Hurley Capital
New York
$11.3K
AF
294
Allworth Financial
California
$10.3K +$1.55K +8 +17%
BLC
295
Brown, Lisle/Cummings
Rhode Island
$9.53K
CFG
296
Clayton Financial Group
Missouri
$8.95K +$9.09K +47 New
MG
297
Mather Group
Illinois
$8.95K +$9.09K +47 New
AssetMark Inc
298
AssetMark Inc
California
$8K +$2.52K +13 +45%
AF
299
Advisornet Financial
Minnesota
$6.67K
BBHC
300
Brown Brothers Harriman & Co
New York
$5.14K +$5.22K +27 New