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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
751
Cooper Financial Group
California
$330K +$4.94K +108 +2%
CWM
752
Compass Wealth Management
Connecticut
$328K
KCM
753
Kathmere Capital Management
Pennsylvania
$325K +$301K +6,584 New
CA
754
CGN Advisors
Kansas
$317K
FWP
755
FAS Wealth Partners
Kansas
$317K +$503 +11 +0.2%
SLI
756
Sumitomo Life Insurance
Japan
$314K
MWM
757
Madison Wealth Management
Ohio
$314K +$183 +4 +0.1%
WAAG
758
Wealth Alliance Advisory Group
Kansas
$313K
OWM
759
OneAscent Wealth Management
Alabama
$312K -$58.3K -1,276 -17%
SAM
760
SignalPoint Asset Management
Missouri
$311K
W
761
Wealthquest
Ohio
$311K +$640 +14 +0.2%
AIM
762
Anchor Investment Management
South Carolina
$309K
PPW
763
Parcion Private Wealth
Washington
$298K +$1.46K +32 +0.5%
XT
764
XTX Topco
Cayman Islands
$297K +$7.72K +169 +3%
OWP
765
Obermeyer Wealth Partners
Colorado
$297K -$136K -2,976 -33%
AG
766
Appleton Group
Wisconsin
$296K +$274K +6,003 New
FCP
767
Fidelis Capital Partners
Florida
$296K +$275K +6,014 New
VWA
768
V Wealth Advisors
Kansas
$292K +$1.87K +41 +0.7%
SIC
769
SJS Investment Consulting
Ohio
$291K +$320 +7 +0.1%
WMSA
770
Weiss Multi-Strategy Advisers
New York
$289K +$267K +5,845 New
SFG
771
StrategIQ Financial Group
Indiana
$289K +$267K +5,845 New
CG
772
Cutler Group
California
$288K +$191K +4,178 +251%
KWM
773
Kingsview Wealth Management
Oregon
$288K -$5.49K -120 -2%
DWP
774
Destiny Wealth Partners
Florida
$288K +$267K +5,830 New
RFN
775
RDA Financial Network
Iowa
$288K +$1.87K +41 +0.7%