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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1601
Copperwynd Financial
Arizona
$1.13M -$63.9K -194 -6%
OBWG
1602
Onyx Bridge Wealth Group
New York
$1.13M +$772K +2,345 +326%
MC
1603
Middleton & Co
Massachusetts
$1.13M +$82K +249 +8%
PWMG
1604
Prestige Wealth Management Group
New Jersey
$1.12M +$427K +1,296 +67%
KP
1605
Keel Point
Alabama
$1.12M +$138K +419 +15%
JWCA
1606
J.W. Cole Advisors
Florida
$1.12M +$39.8K +121 +4%
BAM
1607
Blueshift Asset Management
New Jersey
$1.12M -$952K -2,893 -47%
CG
1608
Corundum Group
Colorado
$1.12M +$78.7K +239 +8%
GA
1609
Geller Advisors
New York
$1.11M -$65.5K -199 -6%
RWP
1610
RWA Wealth Partners
Massachusetts
$1.1M -$18.1K -55 -2%
HT
1611
Heritage Trust
Oklahoma
$1.1M +$91.2K +277 +10%
VPI
1612
Value Partners Investments
Manitoba, Canada
$1.09M +$8.56K +26 +0.8%
OFW
1613
Omnia Family Wealth
Florida
$1.09M +$5.6K +17 +0.5%
IP
1614
Intellectus Partners
California
$1.09M -$12.5K -38 -1%
RCG
1615
Regatta Capital Group
California
$1.08M -$36.2K -110 -3%
ALAM
1616
Asahi Life Asset Management
Japan
$1.08M +$47.7K +145 +5%
VWM
1617
Venturi Wealth Management
Texas
$1.08M +$57.3K +174 +6%
RCM
1618
Ratan Capital Management
Florida
$1.08M +$32.9K +100 +3%
MSFS
1619
Main Street Financial Solutions
Pennsylvania
$1.08M -$58.6K -178 -5%
WI
1620
Wedgewood Investors
Pennsylvania
$1.08M – – –
NF
1621
Nikulski Financial
Iowa
$1.07M -$2.63K -8 -0.3%
CIA
1622
Capital Investment Advisors
Georgia
$1.07M +$141K +429 +16%
MW
1623
Marcum Wealth
Ohio
$1.07M -$7.24K -22 -0.7%
PMA
1624
Prudent Man Advisors
Illinois
$1.07M +$301K +913 +42%
CWAG
1625
Compton Wealth Advisory Group
Virginia
$1.07M -$1.65K -5 -0.2%