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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
776
Premier Path Wealth Partners
New Jersey
$378K +$56.5K +1,219 +17%
RFN
777
RDA Financial Network
Iowa
$372K -$2.32K -50 -0.6%
SW
778
Simplicity Wealth
New Jersey
$368K -$816K -17,602 -68%
CA
779
Commerzbank Aktiengesellschaft
Germany
$366K +$85.2K +1,838 +29%
PMG
780
ProVise Management Group
Florida
$366K
CIA
781
Capital Investment Advisors
Georgia
$366K +$7.88K +170 +2%
IEFM
782
IQ EQ Fund Management
Ireland
$365K
SWM
783
Sendero Wealth Management
Texas
$364K +$24.6K +530 +7%
FFA
784
Florida Financial Advisors
Florida
$364K +$28.6K +618 +7%
LFAS
785
Level Four Advisory Services
Texas
$363K +$21.4K +461 +7%
ACM
786
Arcataur Capital Management
Wisconsin
$362K
PWMAG
787
Pinnacle Wealth Management Advisory Group
New Jersey
$362K -$9.59K -207 -3%
IF
788
Insight Folios
North Carolina
$360K -$463 -10 -0.1%
QCG
789
Quadrant Capital Group
Ohio
$359K -$8.67K -187 -2%
CWM
790
Cornerstone Wealth Management
Missouri
$359K +$45K +971 +14%
BTI
791
Blue Trust Inc
Georgia
$356K +$238K +5,144 +205%
SMA
792
Sage Mountain Advisors
Georgia
$356K -$28.6K -618 -7%
BMCM
793
Burns Matteson Capital Management
New York
$355K -$5.7K -123 -2%
FT
794
Fiduciary Trust
Massachusetts
$355K -$31.7K -684 -8%
CCFM
795
Clear Creek Financial Management
Washington
$353K -$65.8K -1,419 -15%
PGF
796
Plan Group Financial
Oklahoma
$353K +$365K +7,874 New
DMBA
797
Deseret Mutual Benefit Administrators
Utah
$350K -$9.45K -204 -3%
GPA
798
Guerra Pan Advisors
New Jersey
$349K -$6.95K -150 -2%
RCA
799
Resonant Capital Advisors
Wisconsin
$349K +$50.5K +1,089 +16%
FWM
800
Forza Wealth Management
Florida
$348K +$25K +540 +7%