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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
476
Frank Rimerman Advisors
California
$277K +$261K +1,697 New
VC
477
VarCov Co
Connecticut
$270K +$254K +1,649 New
SAM
478
Smartleaf Asset Management
Massachusetts
$268K +$46.7K +304 +21%
NG
479
Norden Group
Utah
$261K +$245K +1,594 New
MWM
480
Meridian Wealth Management
Kentucky
$250K -$17.1K -111 -7%
AB
481
ANB Bank
Colorado
$246K -$67.8K -441 -23%
EA
482
Everpar Advisors
Oklahoma
$246K -$10.8K -70 -4%
SWP
483
Stratos Wealth Partners
Ohio
$246K -$20.8K -135 -8%
KIA
484
Knollwood Investment Advisory
Maryland
$245K
CW
485
CreativeOne Wealth
Kansas
$243K +$5.38K +35 +2%
AFG
486
Allegheny Financial Group
Pennsylvania
$242K -$307 -2 -0.1%
IAA
487
Independent Advisor Alliance
North Carolina
$234K +$5.38K +35 +3%
JSW
488
Journey Strategic Wealth
New Jersey
$234K +$40.3K +262 +22%
DWM
489
Dynasty Wealth Management
Florida
$233K +$219K +1,422 New
WA
490
Wealth Alliance
New York
$232K +$4.3K +28 +2%
DWM
491
Diversify Wealth Management
Utah
$230K +$262K +1,704 New
FT
492
Fiduciary Trust
Massachusetts
$227K +$214K +1,389 New
OCA
493
OpenArc Corporate Advisory
Georgia
$218K +$205K +1,334 New
FCP
494
Fidelis Capital Partners
Florida
$217K +$8.3K +54 +4%
KAS
495
Kestra Advisory Services
Texas
$214K -$188K -1,224 -48%
JGGDR
496
JGP Global Gestao de Recursos
Brazil
$212K -$185K -1,203 -48%
CCM
497
Charter Capital Management
Wisconsin
$208K
LSA
498
Leonteq Securities AG
Switzerland
$208K -$266K -1,730 -58%
CBA
499
Coastal Bridge Advisors
Connecticut
$207K -$27.1K -176 -12%
BF
500
Brucke Financial
Indiana
$205K -$19.8K -129 -9%