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Name Holding Trade Value Shares
Change
Change in
Stake
SOS
351
Silver Oak Securities
Tennessee
$483K +$17.3K +310 +4%
SP
352
Stablepoint Partners
Massachusetts
$481K +$14K +251 +3%
CWIG
353
Chung Wu Investment Group
Texas
$479K
TNA
354
True North Advisors
Texas
$478K +$474K +8,494 New
CF
355
Convergence Financial
Missouri
$477K +$2.12K +38 +0.5%
FGI
356
Foresight Global Investors
New York
$477K
CFG
357
Citizens Financial Group
Rhode Island
$473K -$2.01K -36 -0.4%
MCA
358
MSH Capital Advisors
Arizona
$473K +$468K +8,392 New
CIC
359
Carnegie Investment Counsel
Ohio
$468K
CL
360
Choreo LLC
Illinois
$466K +$235K +4,221 +104%
PWM
361
Perigon Wealth Management
California
$464K -$5.02K -90 -1%
IAIM
362
International Assets Investment Management
Florida
$460K -$10.8K -193 -2%
NDSI
363
Newman Dignan & Sheerar Inc
Rhode Island
$456K
MW
364
Maia Wealth
Colorado
$452K +$11.5K +207 +3%
S
365
SignatureFD
Georgia
$451K
VFA
366
Valeo Financial Advisors
Indiana
$450K -$16.7K -300 -4%
SWM
367
Spire Wealth Management
Virginia
$450K -$183K -3,272 -29%
APW
368
Allied Private Wealth
Florida
$448K +$436K +7,807 New
BM
369
Belfer Management
New York
$441K
MYIA
370
Mount Yale Investment Advisors
Colorado
$440K -$50.9K -912 -10%
VAS
371
Vestmark Advisory Solutions
Massachusetts
$440K -$23K -412 -5%
KPWS
372
Kestra Private Wealth Services
Texas
$439K -$1.73M -31,032 -80%
LF
373
Lee Financial
Texas
$438K +$22.7K +406 +6%
AO
374
Advisor OS
Illinois
$436K
FFG
375
Fiduciary Financial Group
California
$436K -$2.23K -40 -0.5%