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Name Holding Trade Value Shares
Change
Change in
Stake
FCP
751
Fidelis Capital Partners
Florida
$316K -$34.9K -92 -9%
AWM
752
AE Wealth Management
Kansas
$315K -$9.04M -23,849 -96%
AWMT
753
AAFMAA Wealth Management & Trust
North Carolina
$312K -$1.56M -4,126 -82%
BOH
754
Bank of Hawaii
Hawaii
$312K
WAG
755
Wallace Advisory Group
California
$312K +$32.2K +85 +14%
OPWM
756
Oxinas Partners Wealth Management
Indiana
$310K +$758 +2 +0.2%
NJBEST
757
New Jersey Better Educational Savings Trust
New Jersey
$310K
VWA
758
Visionary Wealth Advisors
Illinois
$309K +$114K +300 +51%
WSTAM
759
Wilbanks Smith & Thomas Asset Management
Virginia
$308K -$2.27K -6 -0.7%
HI
760
Hoey Investments
Pennsylvania
$307K -$387K -1,020 -54%
NP
761
NorthRock Partners
Minnesota
$305K -$67.5K -178 -17%
HSA
762
HBK Sorce Advisory
Pennsylvania
$304K +$332K +875 New
DS
763
DRW Securities
Illinois
$301K +$329K +868 New
AA
764
Ancora Advisors
Ohio
$298K
MG
765
Meritage Group
California
$298K +$326K +860 New
MFIM
766
Mesirow Financial Investment Management
Illinois
$297K -$2.45M -6,473 -88%
IPW
767
Impact Partnership Wealth
Georgia
$297K +$140K +369 +76%
SWP
768
Significant Wealth Partners
Illinois
$294K +$116K +307 +57%
Westfield Capital Management
769
Westfield Capital Management
Massachusetts
$294K +$321K +847 New
IFS
770
Ifrah Financial Services
Arkansas
$288K +$379 +1 +0.1%
PBC
771
Pavion Blue Capital
California
$286K -$14.8K -39 -5%
PWM
772
Perigon Wealth Management
California
$286K +$61.4K +162 +24%
SWM
773
Sendero Wealth Management
Texas
$283K +$310K +817 New
HIA
774
Harbor Investment Advisory
Maryland
$283K +$303K +800 +4,706%
FPAS
775
Focus Partners Advisor Solutions
Missouri
$282K +$309K +814 New