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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
801
Bedel Financial Consulting
Indiana
$428K +$979 +15 +0.2%
BCM
802
Bayesian Capital Management
New York
$428K +$502K +7,700 New
RFN
803
RDA Financial Network
Iowa
$424K -$13.2K -203 -3%
WANY
804
Wealthspire Advisors (New York)
New York
$423K -$1.37K -21 -0.3%
MMA
805
Miracle Mile Advisors
California
$421K +$33.9K +519 +7%
WMA
806
Wealth Management Associates
New Jersey
$418K +$65 +1 +0%
BAM
807
BTS Asset Management
Massachusetts
$417K +$47K +720 +11%
FFO
808
Fiduciary Family Office
Florida
$417K -$537K -8,232 -52%
FIM
809
Fruth Investment Management
Texas
$416K
DI
810
Diligent Investors
California
$414K +$19.6K +300 +4%
LP
811
LMR Partners
United Kingdom
$414K +$486K +7,454 New
GVAG
812
Great Valley Advisor Group
Delaware
$414K +$3.65K +56 +0.8%
SFG
813
SageGuard Financial Group
Tennessee
$410K -$245K -3,750 -34%
LFA
814
Legacy Financial Advisors
Kentucky
$409K -$11.8K -181 -2%
AF
815
Advisornet Financial
Minnesota
$409K +$65 +1 +0%
SEP
816
Southland Equity Partners
Missouri
$407K +$14.2K +217 +3%
ACM
817
Advisors Capital Management
New Jersey
$406K +$7.96K +122 +2%
FRM
818
Fox Run Management
Connecticut
$402K +$117K +1,793 +33%
VA
819
Valmark Advisers
Ohio
$402K +$196 +3 +0%
Blackstone Inc
820
Blackstone Inc
New York
$401K +$472K +7,229 New
PPWP
821
Premier Path Wealth Partners
New Jersey
$401K +$18.9K +289 +4%
KCP
822
Kera Capital Partners
California
$397K +$106K +1,626 +29%
DWT
823
Dorsey & Whitney Trust
South Dakota
$396K +$6.39K +98 +1%
FCH
824
Freestone Capital Holdings
Washington
$391K -$99.7K -1,529 -18%
WWM
825
Western Wealth Management
Colorado
$391K -$32K -490 -7%