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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
776
Wedmont Private Capital
Pennsylvania
$578K +$47.8K +755 +10%
CIA
777
Capital Investment Advisors
Georgia
$578K -$3.68K -58 -0.7%
AFG
778
Atomi Financial Group
New York
$577K +$118K +1,866 +28%
JBA
779
Johnson Bixby & Associates
Washington
$568K -$6.27K -99 -1%
MC
780
Moors & Cabot
Massachusetts
$564K -$124K -1,962 -19%
CW
781
CreativeOne Wealth
Kansas
$564K -$186K -2,939 -26%
WDG
782
Wealth Dimensions Group
Ohio
$562K -$18.4K -290 -3%
SPA
783
Sherbrooke Park Advisers
New York
$560K -$232K -3,658 -31%
SAM
784
Smartleaf Asset Management
Massachusetts
$560K -$62.3K -983 -10%
DC
785
Davenport & Co
Virginia
$560K +$8.81K +139 +2%
LJAC
786
L.J. Altfest & Co
New York
$558K +$522K +8,241 New
IA
787
Integrity Alliance
Iowa
$553K +$518K +8,168 New
LFA
788
Legacy Financial Advisors
Kentucky
$551K +$6.27K +99 +1%
RCM
789
Raleigh Capital Management
North Carolina
$549K +$2.15K +34 +0.4%
MWM
790
Mission Wealth Management
California
$545K -$95.5K -1,507 -16%
RIL
791
Rothschild Investment LLC
Illinois
$545K +$9.82K +155 +2%
WWM
792
WJ Wealth Management
Arizona
$543K
FNT
793
First National Trust
Pennsylvania
$540K
ACA
794
Aptus Capital Advisors
Alabama
$540K +$32.4K +511 +7%
EFP
795
Elser Financial Planning
Indiana
$537K +$2.79K +44 +0.6%
RFN
796
RDA Financial Network
Iowa
$536K +$13.7K +216 +3%
SFI
797
Siemens Fonds Invest
Germany
$535K +$36.4K +575 +8%
CCM
798
Cinctive Capital Management
New York
$534K -$834K -13,164 -63%
WAP
799
Wealthcare Advisory Partners
Pennsylvania
$533K -$65.7K -1,036 -12%
FFS
800
Founders Financial Securities
Maryland
$529K -$30.9K -488 -6%