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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
826
TFC Financial Management
Massachusetts
$252K +$634 +10 +0.2%
CWP
827
Curated Wealth Partners
California
$251K -$380 -6 -0.1%
NWS
828
Newport Wealth Strategies
California
$251K
CFAM
829
Center For Asset Management
Florida
$250K +$264K +4,172 New
SW
830
SteelPeak Wealth
California
$247K -$1.51M -23,871 -85%
DAS
831
Dynamic Advisor Solutions
Arizona
$246K +$2.15K +34 +0.8%
PFA
832
Pinnacle Family Advisors
Missouri
$245K +$260K +4,097 New
SFI
833
SPC Financial Inc
Maryland
$244K
CA
834
Continuum Advisory
Idaho
$241K +$256K +4,035 New
AAM
835
AR Asset Management
California
$239K
JPMIA
836
J.P. Marvel Investment Advisors
Massachusetts
$239K
TWP
837
Tempus Wealth Planning
California
$239K +$253K +3,989 New
PP
838
PDT Partners
New York
$239K +$254K +4,000 New
KWM
839
Kingsview Wealth Management
Oregon
$236K -$21.6K -341 -8%
GAM
840
Griffin Asset Management
New York
$233K
APA
841
American Portfolios Advisors
New York
$232K +$2.6K +41 +1%
AC
842
Abbrea Capital
California
$232K +$29.5K +465 +14%
PIM
843
Perpetual Investment Management
Australia
$231K -$108K -1,700 -31%
LC
844
Lavaca Capital
Texas
$229K
FNBOSM
845
First National Bank of South Miami
Florida
$228K +$27.9K +440 +13%
KI
846
Koch Industries
Kansas
$227K
SWA
847
Stratos Wealth Advisors
Ohio
$225K +$20K +315 +9%
CWP
848
Concord Wealth Partners
Virginia
$225K +$162K +2,562 +213%
BA
849
Bridgewater Advisors
New York
$224K -$16.5K -260 -6%
IAN
850
Integrated Advisors Network
Texas
$224K -$5.64K -89 -2%