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Name Holding Trade Value Shares
Change
Change in
Stake
FFN
676
Focus Financial Network
Minnesota
$228K +$217K +4,655 New
KFP
677
Keystone Financial Planning
Ohio
$228K -$10.4M -222,804 -98%
NAM
678
NTV Asset Management
West Virginia
$227K +$216K +4,630 New
KCPG
679
Kavar Capital Partners Group
Kansas
$225K -$13.4K -288 -6%
VWM
680
Venturi Wealth Management
Texas
$225K +$214K +4,582 New
RG
681
Rathbones Group
United Kingdom
$225K -$303K -6,500 -59%
TWP
682
Tempus Wealth Planning
California
$224K -$16.8K -360 -7%
RPC
683
Rossmore Private Capital
Connecticut
$223K +$211K +4,518 New
AFW
684
Atlantic Family Wealth
Florida
$221K -$54.3K -1,164 -21%
CIBC Private Wealth Group
685
CIBC Private Wealth Group
Georgia
$220K -$34.6K -741 -14%
SMA
686
Seven Mile Advisory
New Jersey
$220K +$209K +4,491 New
RA
687
Ransom Advisory
Rhode Island
$219K +$27.1K +582 +15%
FNBT
688
FineMark National Bank & Trust
Florida
$219K +$209K +4,472 New
WQ
689
Wealth Quarterback
New Jersey
$218K +$207K +4,446 New
LOWM
690
Laurel Oak Wealth Management
New Jersey
$218K +$207K +4,440 New
EW
691
Evoke Wealth
California
$217K +$205K +4,395 New
GVAG
692
Great Valley Advisor Group
Delaware
$216K +$205K +4,388 New
HPC
693
HM Payson & Co
Maine
$215K
TL
694
Tradewinds LLC
North Carolina
$214K +$203K +4,359 New
DWM
695
Dakota Wealth Management
Florida
$213K +$203K +4,350 New
ACA
696
Atlas Capital Advisors
Wyoming
$213K +$202K +4,335 New
EHWM
697
Eads & Heald Wealth Management
Georgia
$210K +$200K +4,291 New
TCM
698
TruNorth Capital Management
Michigan
$210K
SWGC
699
Summit Wealth Group (Colorado)
Colorado
$210K +$200K +4,279 New
QPWM
700
Quadrant Private Wealth Management
Pennsylvania
$210K +$198K +4,239 New