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Name Holding Trade Value Shares
Change
Change in
Stake
VA
301
VestGen Advisors
Illinois
$405K +$92.8K +2,419 +50%
DILIC
302
Dai-ichi Life Insurance Company
Japan
$403K
GIA
303
Gladstone Institutional Advisory
Florida
$403K +$806 +21 +0.2%
CL
304
Choreo LLC
Illinois
$402K -$55.6K -1,449 -9%
PWM
305
Perigon Wealth Management
California
$398K +$67.8K +1,766 +15%
IFWM
306
Institute for Wealth Management
Colorado
$394K +$524K +13,665 New
IFG
307
Independent Financial Group
California
$394K -$22.8K -593 -4%
WMP
308
Wealth Management Partners
Arizona
$393K +$23.1K +602 +5%
LB
309
Legacy Bridge
Iowa
$389K +$52.4K +1,365 +11%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$376K +$204K +5,312 +69%
RG
311
Rathbones Group
United Kingdom
$376K +$57.6K +1,500 +13%
BP
312
BBR Partners
New York
$374K +$38.4K +1,000 +8%
CCFM
313
Clear Creek Financial Management
Washington
$373K +$21.2K +553 +4%
VWA
314
Visionary Wealth Advisors
Illinois
$370K +$18.6K +485 +4%
CA
315
Clearstead Advisors
Ohio
$368K +$49.4K +1,287 +11%
AWM
316
AE Wealth Management
Kansas
$367K +$101K +2,641 +26%
William Blair & Company
317
William Blair & Company
Illinois
$361K +$5.72K +149 +1%
TWM
318
Triton Wealth Management
Arizona
$361K -$2.84K -74 -0.6%
MC
319
Matisse Capital
Oregon
$360K +$41.8K +1,090 +10%
AAIS
320
ABN AMRO Investment Solutions
$355K +$11.3K +295 +2%
PCIA
321
Prime Capital Investment Advisors
Kansas
$355K +$24K +625 +5%
PP
322
PDS Planning
Ohio
$349K -$17.1K -445 -4%
MA
323
Modus Advisors
Minnesota
$349K +$127K +3,300 +38%
US Bancorp
324
US Bancorp
Minnesota
$342K -$109K -2,834 -19%
DWP
325
Daymark Wealth Partners
Ohio
$339K +$121K +3,153 +37%