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Name Holding Trade Value Shares
Change
Change in
Stake
EF
726
Exeter Financial
Arizona
$276K -$4.14K -200 -2%
KMWM
727
Keudell/Morrison Wealth Management
Oregon
$273K -$17.5K -845 -7%
RWP
728
Revolve Wealth Partners
New Jersey
$267K -$15.1K -727 -6%
DWM
729
Dakota Wealth Management
Florida
$266K +$497 +24 +0.2%
GFS
730
GYL Financial Synergies
Connecticut
$266K -$15.5K -748 -6%
TL
731
Tradewinds LLC
North Carolina
$265K +$5.66K +273 +2%
PPC
732
Park Place Capital
Alabama
$263K -$21.9K -1,055 -8%
CIA
733
Capital Investment Advisors
Georgia
$262K +$24.9K +1,201 +12%
ACM
734
AlphaStar Capital Management
North Carolina
$260K +$233K +11,256 New
PFPT
735
Pinnacle Financial Partners (Tennessee)
Tennessee
$259K -$1.49K -72 -0.6%
WPC
736
Wedmont Private Capital
Pennsylvania
$257K -$7.56K -365 -3%
HCM
737
Howard Capital Management
Georgia
$257K +$230K +11,090 New
WKSWA
738
White Knight Strategic Wealth Advisors
New Jersey
$256K +$230K +11,083 New
IGAM
739
iA Global Asset Management
Quebec, Canada
$255K +$39.2K +1,892 +21%
STA
740
Summit Trail Advisors
New York
$255K -$66.2K -3,195 -23%
RSWA
741
Robinson Smith Wealth Advisors
Maine
$254K -$3.42K -165 -1%
RWM
742
Revisor Wealth Management
Ohio
$252K +$14.7K +710 +7%
TPWA
743
TRUE Private Wealth Advisors
Oregon
$251K -$20.6K -995 -8%
BTWM
744
Baker Tilly Wealth Management
Wisconsin
$251K -$22.5K -1,085 -9%
MWM
745
Modern Wealth Management
Kansas
$251K +$224K +10,834 New
CIAS
746
CFS Investment Advisory Services
New Jersey
$248K +$3.38K +163 +2%
IC
747
IEQ Capital
California
$248K -$872K -42,079 -80%
SCM
748
Shelton Capital Management
Colorado
$247K +$10.3K +495 +5%
PFA
749
Pathway Financial Advisers
Indiana
$247K +$114K +5,526 +108%
SWM
750
Silverlake Wealth Management
Vermont
$246K