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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
651
Sagespring Wealth Partners
Tennessee
$613K +$108K +2,286 +22%
AWM
652
Ariadne Wealth Management
California
$607K +$73.8K +1,558 +17%
PI
653
PFG Investments
New York
$607K -$7.25K -153 -1%
BRWA
654
B. Riley Wealth Advisors
Florida
$602K +$580K +12,235 New
SFC
655
SYM Financial Corp
Indiana
$602K -$138K -2,916 -19%
DA
656
Denali Advisors
California
$600K -$66.4K -1,400 -10%
OR
657
Olympiad Research
Connecticut
$599K +$71.8K +1,516 +14%
CCWM
658
Cassaday & Co Wealth Management
Virginia
$594K +$7.2K +152 +1%
IAIM
659
International Assets Investment Management
Florida
$589K +$17.4K +368 +3%
RIL
660
Rothschild Investment LLC
Illinois
$588K -$3.13K -66 -0.5%
OFS
661
OneAscent Financial Services
Alabama
$587K -$24.4K -515 -4%
SG Americas Securities
662
SG Americas Securities
New York
$586K -$5.9M -124,488 -91%
MMPW
663
Mitchell McLeod Pugh & Williams
Alabama
$582K +$569 +12 +0.1%
SWMP
664
Signature Wealth Management Partners
New Jersey
$580K -$3.56K -75 -0.6%
JSW
665
Journey Strategic Wealth
New Jersey
$580K +$333K +7,020 +147%
FLI
666
Family Legacy Inc
South Carolina
$576K
WPC
667
Wedmont Private Capital
Pennsylvania
$576K -$3.79K -80 -0.7%
BPWM
668
Badgley Phelps Wealth Managers
Washington
$573K -$2.99K -63 -0.5%
CW
669
CreativeOne Wealth
Kansas
$570K -$51.3K -1,083 -9%
JFGLC
670
Johnson Financial Group LLC (Colorado)
Colorado
$564K -$14.9K -314 -3%
AAS
671
Ameritas Advisory Services
Nebraska
$563K -$2.32K -49 -0.4%
AGP
672
Aspire Growth Partners
Florida
$559K -$7.3K -154 -1%
PCIA
673
Prime Capital Investment Advisors
Kansas
$544K -$187K -3,953 -26%
TSS
674
Two Sigma Securities
New York
$540K +$520K +10,964 New
HI
675
Harbour Investments
Wisconsin
$538K -$12.6K -266 -2%