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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
651
Key Financial Inc
Pennsylvania
$824K
FTWA
652
Fifth Third Wealth Advisors
Ohio
$810K +$15.4K +85 +2%
KWM
653
KFG Wealth Management
Indiana
$810K -$212K -1,165 -21%
FHA
654
Flagship Harbor Advisors
Massachusetts
$807K -$355K -1,956 -31%
SWP
655
Significant Wealth Partners
Illinois
$806K +$101K +554 +15%
MMA
656
Miracle Mile Advisors
California
$803K -$50K -275 -6%
SVWAG
657
Sound View Wealth Advisors Group
Georgia
$802K +$1.27K +7 +0.2%
FMWA
658
Forvis Mazars Wealth Advisors
Missouri
$801K -$10.2K -56 -1%
BCCM
659
Bridge Creek Capital Management
Massachusetts
$799K -$18.2K -100 -2%
AWM
660
AE Wealth Management
Kansas
$798K -$13.8K -76 -2%
TA
661
Tectonic Advisors
Texas
$793K -$37.6K -207 -5%
IAG
662
Ipsen Advisor Group
Arkansas
$790K
GWMR
663
GC Wealth Management RIA
Massachusetts
$789K +$499K +2,745 +187%
RWA
664
River Wealth Advisors
Pennsylvania
$789K
VCA
665
Verdence Capital Advisors
Maryland
$783K
SC
666
Schulhoff & Co
Ohio
$782K
SIM
667
Stratos Investment Management
Ohio
$780K +$29.3K +161 +4%
FW
668
FullCircle Wealth
Texas
$778K -$6.72K -37 -0.8%
SFGP
669
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$777K -$6.18K -34 -0.8%
CCB
670
Country Club Bank
Missouri
$771K -$330K -1,814 -30%
HZ
671
Hixon Zuercher
Ohio
$770K +$4.72K +26 +0.6%
FC
672
Farringdon Capital
United Kingdom
$770K -$270K -1,484 -26%
BCWM
673
Bartlett & Co Wealth Management
Ohio
$765K +$2.54K +14 +0.3%
IWN
674
Independent Wealth Network
Iowa
$764K +$6.54K +36 +0.9%
HPC
675
HM Payson & Co
Maine
$760K +$115K +631 +18%