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Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
526
Point View Wealth Management
New Jersey
$254K -$10.9K -238 -4%
IA
527
IFG Advisory
Georgia
$253K +$50.1K +1,090 +25%
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$253K +$253K +5,508 New
JWCA
529
J.W. Cole Advisors
Florida
$252K -$462K -10,052 -65%
WMA
530
Wealth Management Associates
New Jersey
$251K -$15.7K -341 -6%
FP
531
Financial Perspectives
Minnesota
$250K -$73.4K -1,597 -23%
FWM
532
Frontier Wealth Management
Missouri
$250K -$26.6K -578 -10%
MA
533
Mutual Advisors
Nebraska
$250K -$1.42K -31 -0.6%
SFG
534
SevenBridge Financial Group
Pennsylvania
$248K +$248K +5,394 New
RG
535
Rathbones Group
United Kingdom
$247K
AWA
536
Arete Wealth Advisors
Illinois
$247K +$19.3K +421 +9%
AS
537
Altshuler Shaham
Israel
$247K +$30.9K +672 +14%
PFO
538
Pathstone Family Office
New Jersey
$247K +$125K +2,724 +155%
WIA
539
Wealthstreet Investment Advisors
Texas
$246K +$965 +21 +0.4%
FFA
540
Founders Financial Alliance
North Carolina
$246K +$20.2K +440 +9%
VCA
541
Verdence Capital Advisors
Maryland
$245K -$552K -12,009 -69%
DP
542
Dearborn Partners
Illinois
$237K -$17.3K -376 -7%
LWAC
543
Laurel Wealth Advisors (California)
California
$235K +$11.2K +243 +5%
Credit Agricole
544
Credit Agricole
France
$235K +$165K +3,600 +237%
TWP
545
Tempus Wealth Planning
California
$234K -$110K -2,400 -32%
WCM
546
Washington Capital Management
Washington
$232K +$232K +5,052 New
V
547
Veritable
Delaware
$231K -$59.2K -1,289 -20%
SLWA
548
San Luis Wealth Advisors
California
$230K +$230K +5,010 New
IMOV
549
Investment Management of Virginia
Virginia
$228K +$9.19K +200 +4%
MP
550
McDonald Partners
Ohio
$228K +$228K +4,957 New