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Name Holding Trade Value Shares
Change
Change in
Stake
PTP
1026
Platform Technology Partners
New York
$246K +$230K +3,394 New
WAAG
1027
Wealth Alliance Advisory Group
Kansas
$245K -$23.5K -347 -9%
FOA
1028
Five Oceans Advisors
California
$244K +$609 +9 +0.3%
SCM
1029
Shelton Capital Management
Colorado
$243K
FFA
1030
Founders Financial Alliance
North Carolina
$241K +$203 +3 +0.1%
VCM
1031
Versant Capital Management
Arizona
$241K -$45.7K -676 -17%
CF
1032
Centaurus Financial
California
$240K -$106K -1,567 -32%
JWM
1033
JGP Wealth Management
Oregon
$240K +$224K +3,316 New
ESB
1034
Essex Savings Bank
Connecticut
$237K +$474 +7 +0.2%
HT
1035
Headlands Technologies
Illinois
$237K +$221K +3,270 New
DWM
1036
Dogwood Wealth Management
Kansas
$236K -$313K -4,631 -59%
EA
1037
Ergawealth Advisors
Illinois
$236K
EWM
1038
Evercore Wealth Management
New York
$236K
LFS
1039
Legacy Financial Strategies
Kansas
$235K -$676 -10 -0.3%
AAS
1040
Ameritas Advisory Services
Nebraska
$235K -$56.5K -835 -20%
UAG
1041
United Advisor Group
Ohio
$235K +$219K +3,241 New
SSWM
1042
Strait & Sound Wealth Management
California
$234K
FFWM
1043
Future Financial Wealth Management
Ohio
$234K +$135 +2 +0.1%
EWS
1044
Evergreen Wealth Solutions
Pennsylvania
$233K +$218K +3,218 New
AWM
1045
Aviso Wealth Management
Washington
$233K -$48.6K -719 -18%
CAM
1046
Claret Asset Management
Quebec, Canada
$232K
IC
1047
Inscription Capital
Texas
$232K -$10K -148 -4%
CWM
1048
Calamos Wealth Management
Illinois
$231K -$124K -1,834 -36%
MWM
1049
Modera Wealth Management
New Jersey
$230K -$32.3K -477 -13%
LWM
1050
Liberty Wealth Management
California
$227K +$213K +3,142 New