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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
551
Level Four Advisory Services
Texas
$396K -$57.1K -1,053 -13%
SRC
552
Sage Rhino Capital
California
$395K +$13.3K +246 +4%
EFS
553
Essex Financial Services
Connecticut
$392K +$58.1K +1,073 +18%
RWM
554
RKL Wealth Management
Pennsylvania
$391K
MEAC
555
M.E. Allison & Co
Texas
$387K
IWP
556
Innova Wealth Partners
Pennsylvania
$383K -$54.8K -1,011 -13%
PT
557
Plimoth Trust
Massachusetts
$382K
OFS
558
OneAscent Financial Services
Alabama
$379K +$120K +2,207 +47%
CW
559
CreativeOne Wealth
Kansas
$377K -$20.7K -382 -5%
CCM
560
Canal Capital Management
Virginia
$375K
SCA
561
Snowden Capital Advisors
New York
$374K -$220K -4,053 -38%
GF
562
Gabelli Funds
New York
$373K
V
563
ViaWealth
Kansas
$372K -$54 -1 -0%
PWS
564
Proactive Wealth Strategies
Georgia
$369K +$362K +6,688 New
ASC
565
Atalanta Sosnoff Capital
New York
$368K -$2.76K -51 -0.8%
HH
566
Hilltop Holdings
Texas
$367K -$554K -10,215 -61%
SFWA
567
Summit Financial Wealth Advisors
Louisiana
$364K +$2.71K +50 +0.8%
WFI
568
West Family Investments
California
$361K -$197K -3,643 -36%
CPA
569
Cardiff Park Advisors
California
$360K +$353K +6,520 New
DAS
570
Dynamic Advisor Solutions
Arizona
$359K +$4.28K +79 +1%
MSA
571
Marino Stram & Associates
Massachusetts
$357K +$4.23K +78 +1%
USCWA
572
U.S. Capital Wealth Advisors
Texas
$357K -$9.14M -168,623 -96%
IFG
573
Independent Financial Group
California
$356K -$51.8K -955 -13%
VCA
574
Verdence Capital Advisors
Maryland
$356K -$1.25M -23,046 -78%
PP
575
PDS Planning
Ohio
$355K +$1.14K +21 +0.3%