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Name Holding Trade Value Shares
Change
Change in
Stake
MG
1501
Mather Group
Illinois
$609K -$69K -500 -10%
WP
1502
WealthSource Partners
California
$609K -$7.45K -54 -1%
AAS
1503
Annex Advisory Services
Wisconsin
$605K -$75.9K -550 -11%
IPW
1504
Invictus Private Wealth
Colorado
$604K +$592K +4,290 New
PA
1505
PFG Advisors
Arizona
$604K +$17K +123 +3%
CWM
1506
Campbell Wealth Management
Virginia
$604K +$552 +4 +0.1%
LFA
1507
Lauterbach Financial Advisors
Texas
$602K +$590K +4,275 New
LIA
1508
LBMC Investment Advisors
Tennessee
$601K +$2.48K +18 +0.4%
BFC
1509
Bedel Financial Consulting
Indiana
$601K +$26.3K +191 +5%
HCM
1510
Hengehold Capital Management
Ohio
$600K +$127K +919 +28%
VCM
1511
Virtue Capital Management
Tennessee
$598K +$352K +2,551 +150%
AIA
1512
Armor Investment Advisors
North Carolina
$597K +$4.97K +36 +0.9%
PWM
1513
Palumbo Wealth Management
New York
$597K +$4.28K +31 +0.7%
BDFN
1514
Bond & Devick Financial Network
Minnesota
$597K -$34.5K -250 -6%
ETH
1515
Exos TFP Holdings
New York
$596K +$274K +1,989 +89%
NW
1516
NewEdge Wealth
Pennsylvania
$595K +$279K +2,026 +92%
SWMP
1517
Signature Wealth Management Partners
New Jersey
$594K
EWS
1518
Evergreen Wealth Solutions
Pennsylvania
$592K -$52.3K -379 -8%
Nomura Holdings
1519
Nomura Holdings
Japan
$592K +$425K +3,083 +276%
PM
1520
Penbrook Management
New York
$592K
TIMH
1521
Tilt Investment Management Holdings
New York
$590K +$578K +4,189 New
KFS
1522
Kurt F. Somerville
$590K -$15.2K -110 -3%
AA
1523
Addison Advisors
Vermont
$589K -$29K -210 -5%
HWA
1524
Heritage Wealth Advisors
Virginia
$588K -$2.76K -20 -0.5%
PIA
1525
Perennial Investment Advisors
California
$585K +$34.8K +252 +6%