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Name Holding Trade Value Shares
Change
Change in
Stake
IA
726
IFP Advisors
Florida
$561K -$19.4K -298 -3%
RBFC
727
Roman Butler Fullerton & Co
Missouri
$558K +$2.41K +37 +0.4%
WHG
728
Westwood Holdings Group
Texas
$557K +$654K +10,030 New
RL
729
Rogco LP
Oklahoma
$556K +$651K +9,972 +22,664%
LD
730
Lipe & Dalton
New York
$555K
PDL
731
Portfolio Design Labs
California
$554K +$77K +1,180 +13%
WAP
732
Wealthcare Advisory Partners
Pennsylvania
$552K -$122K -1,865 -16%
BAM
733
Blueshift Asset Management
New Jersey
$550K +$646K +9,907 New
AWS
734
Aspen Wealth Strategies
Colorado
$549K
AIA
735
Affinity Investment Advisors
California
$548K +$11.4K +174 +2%
LRPA
736
L. Roy Papp & Associates
Arizona
$545K
AU
737
AlphaGrep UK
$539K +$216K +3,304 +52%
CPA
738
Capital Performance Advisors
California
$538K +$146K +2,242 +30%
FFS
739
Founders Financial Securities
Maryland
$536K +$29.7K +455 +5%
IWM
740
IHT Wealth Management
Illinois
$535K -$233K -3,570 -27%
CW
741
CreativeOne Wealth
Kansas
$534K -$90K -1,379 -13%
7WCP
742
71 West Capital Partners
Massachusetts
$533K +$144K +2,212 +30%
CFG
743
Citizens Financial Group
Rhode Island
$533K +$34.4K +527 +6%
MIFH
744
Migdal Insurance & Financial Holdings
Israel
$532K -$102K -1,557 -14%
TG
745
TCW Group
California
$530K -$12.1K -186 -2%
EAM
746
Erste Asset Management
Austria
$529K +$227K +3,472 +58%
PWM
747
Perigon Wealth Management
California
$529K -$35.4K -542 -5%
LCGC
748
Legacy Capital Group California
California
$528K -$13.8K -212 -2%
SOAM
749
SBI Okasan Asset Management
Japan
$526K -$137K -2,100 -18%
AWA
750
Aaron Wealth Advisors
Illinois
$523K +$77.7K +1,191 +14%