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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
776
Integrated Investment Consultants
Michigan
$378K +$8.14M +175,686 +3,541%
PPWP
777
Premier Path Wealth Partners
New Jersey
$378K +$56.5K +1,219 +17%
RFN
778
RDA Financial Network
Iowa
$372K -$2.32K -50 -0.6%
Simplicity Wealth
779
Simplicity Wealth
New Jersey
$368K -$816K -17,602 -68%
Commerzbank Aktiengesellschaft
780
Commerzbank Aktiengesellschaft
Germany
$366K +$85.2K +1,838 +29%
PMG
781
ProVise Management Group
Florida
$366K – – –
Capital Investment Advisors
782
Capital Investment Advisors
Georgia
$366K +$7.88K +170 +2%
IEFM
783
IQ EQ Fund Management
Ireland
$365K – – –
SWM
784
Sendero Wealth Management
Texas
$364K +$24.6K +530 +7%
FFA
785
Florida Financial Advisors
Florida
$364K +$28.6K +618 +7%
Level Four Advisory Services
786
Level Four Advisory Services
Texas
$363K +$21.4K +461 +7%
ACM
787
Arcataur Capital Management
Wisconsin
$362K – – –
PWMAG
788
Pinnacle Wealth Management Advisory Group
New Jersey
$362K -$9.59K -207 -3%
IF
789
Insight Folios
North Carolina
$360K -$463 -10 -0.1%
Quadrant Capital Group
790
Quadrant Capital Group
Ohio
$359K -$8.67K -187 -2%
CWM
791
Cornerstone Wealth Management
Missouri
$359K +$45K +971 +14%
Blue Trust Inc
792
Blue Trust Inc
Georgia
$356K +$238K +5,144 +205%
SMA
793
Sage Mountain Advisors
Georgia
$356K -$28.6K -618 -7%
BMCM
794
Burns Matteson Capital Management
New York
$355K -$5.7K -123 -2%
Fiduciary Trust
795
Fiduciary Trust
Massachusetts
$355K -$31.7K -684 -8%
CCFM
796
Clear Creek Financial Management
Washington
$353K -$65.8K -1,419 -15%
PGF
797
Plan Group Financial
Oklahoma
$353K +$365K +7,874 New
DMBA
798
Deseret Mutual Benefit Administrators
Utah
$350K -$9.45K -204 -3%
GPA
799
Guerra Pan Advisors
New Jersey
$349K -$6.95K -150 -2%
RCA
800
Resonant Capital Advisors
Wisconsin
$349K +$50.5K +1,089 +16%