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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
776
Sound View Wealth Advisors Group
Georgia
$217K +$195K +9,395 New
QWP
777
Quotient Wealth Partners
Texas
$217K -$74.8K -3,609 -28%
ST
778
Sentinel Trust
Texas
$216K +$193K +9,325 New
VW
779
Vance Wealth
California
$216K +$193K +9,325 New
CFG
780
Clayton Financial Group
Missouri
$215K +$193K +9,314 New
CPIA
781
Cornell Pochily Investment Advisors
New York
$215K +$193K +9,302 New
SWMP
782
Signature Wealth Management Partners
New Jersey
$214K +$192K +9,266 New
APP
783
Avantax Planning Partners
Iowa
$214K +$192K +9,263 New
GGS
784
Galvin Gaustad & Stein
Arizona
$214K +$192K +9,246 New
OWA
785
One Wealth Advisors
California
$214K +$191K +9,234 New
PA
786
Pinnacle Associates
New York
$214K +$206K +9,919 New
Los Angeles Capital Management
787
Los Angeles Capital Management
California
$213K +$191K +9,217 New
VIM
788
Vista Investment Management
Pennsylvania
$213K +$191K +9,210 New
SC
789
Syon Capital
California
$213K -$153K -7,369 -44%
WFA
790
Wellspring Financial Advisors
Ohio
$212K +$190K +9,187 New
AFG
791
Atomi Financial Group
New York
$212K +$190K +9,159 New
NFA
792
Northwest Financial Advisors
Virginia
$208K +$187K +9,014 New
HNWAG
793
High Net Worth Advisory Group
Florida
$206K -$32.2K -1,552 -15%
MIM
794
Morningstar Investment Management
Illinois
$205K +$196K +9,473 New
MF
795
Meridian Financial
Massachusetts
$204K +$183K +8,831 New
AWS
796
Atria Wealth Solutions
New York
$204K +$183K +8,825 New
IVP
797
Intrinsic Value Partners
Arizona
$203K +$182K +8,769 New
EFS
798
Essex Financial Services
Connecticut
$202K +$183K +8,825 New
WCA
799
Whetstone Capital Advisors
Kansas
$202K +$181K +8,745 New
ACM
800
Accent Capital Management
Ohio
$199K -$401K -19,336 -69%