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Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1051
Smith Anglin Financial
Texas
$235K +$246K +5,120 New
B
1052
BetterWealth
California
$234K +$245K +5,110 New
SPC
1053
Sigma Planning Corp
Michigan
$233K -$103K -2,140 -30%
Loomis, Sayles & Company
1054
Loomis, Sayles & Company
Massachusetts
$232K -$411K -8,560 -63%
LWM
1055
LJI Wealth Management
Indiana
$231K +$1.92K +40 +0.8%
PPC
1056
Park Place Capital
Alabama
$230K – – –
ET
1057
Equitable Trust
Tennessee
$230K +$23.5K +490 +11%
JAG
1058
Journey Advisory Group
Kentucky
$230K +$10.1K +210 +4%
CPA
1059
Court Place Advisors
Maryland
$229K – – –
LCM
1060
Lewis Capital Management
California
$229K – – –
ESCM
1061
Echo Street Capital Management
New York
$227K +$6.71K +140 +3%
TA
1062
TruWealth Advisors
Louisiana
$227K – – –
JSW
1063
Journey Strategic Wealth
New Jersey
$227K -$67.1K -1,400 -22%
BHWM
1064
Bar Harbor Wealth Management
New Hampshire
$225K +$4.8K +100 +2%
PWMG
1065
Provence Wealth Management Group
California
$225K +$235K +4,900 New
AM
1066
AGF Management
Ontario, Canada
$224K +$235K +4,890 New
CBA
1067
Coastal Bridge Advisors
Connecticut
$223K – – –
DWM
1068
Drive Wealth Management
Utah
$223K +$22.5K +470 +11%
FL
1069
Fort LP
Maryland
$222K +$233K +4,850 New
CWP
1070
Concord Wealth Partners
Virginia
$222K -$4.8K -100 -2%
Cohen & Steers
1071
Cohen & Steers
New York
$222K -$201K -4,200 -46%
IFG
1072
Independent Financial Group
California
$221K -$59.5K -1,240 -20%
LIM
1073
Leavell Investment Management
Alabama
$221K +$25.4K +530 +12%
CWM
1074
Centurion Wealth Management
Virginia
$221K +$231K +4,820 New
PCIG
1075
Partners Capital Investment Group
Massachusetts
$220K +$230K +4,800 New