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Name Holding Trade Value Shares
Change
Change in
Stake
CA
726
Clearstead Advisors
Ohio
$305K -$1.22K -29 -0.4%
FCH
727
Freestone Capital Holdings
Washington
$304K +$282K +6,711 New
KWM
728
Kingsview Wealth Management
Oregon
$303K -$1.61M -38,225 -85%
CS
729
Capital Square
Tennessee
$297K – – –
SW
730
SkyOak Wealth
Michigan
$296K -$21K -500 -7%
WAAG
731
Wealth Alliance Advisory Group
Kansas
$296K +$275K +6,544 New
BW
732
Basepoint Wealth
Iowa
$296K +$275K +6,534 New
KFGK
733
Keystone Financial Group (Kentucky)
Kentucky
$295K -$208K -4,950 -43%
PPW
734
Parcion Private Wealth
Washington
$295K – – –
CFG
735
Cooper Financial Group
California
$294K +$31.7K +754 +13%
IWM
736
IHT Wealth Management
Illinois
$293K -$6.26K -149 -2%
MWPCG
737
Measured Wealth Private Client Group
New Hampshire
$293K +$5.8K +138 +2%
GA
738
Geller Advisors
New York
$291K -$547 -13 -0.2%
EAM
739
Evanson Asset Management
California
$290K – – –
AWM
740
Apollon Wealth Management
South Carolina
$289K +$269K +6,392 New
PP
741
Patron Partners
Texas
$288K – – –
SAM
742
SignalPoint Asset Management
Missouri
$285K – – –
SIM
743
Sentry Investment Management
Wisconsin
$284K -$30.7K -731 -10%
HIIFS
744
Harel Insurance Investments & Financial Services
Israel
$283K +$12.1K +287 +5%
AIM
745
Anchor Investment Management
South Carolina
$283K -$4.2K -100 -2%
W
746
Wealthquest
Ohio
$282K +$505 +12 +0.2%
IA
747
IFP Advisors
Florida
$281K -$77.2K -1,837 -23%
MPM
748
MBB Public Markets
Illinois
$281K +$261K +6,208 New
CCA
749
Checchi Capital Advisers
California
$279K +$24.3K +579 +10%
ECM
750
Evergreen Capital Management
Washington
$277K +$9.38K +223 +4%