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Name Holding Trade Value Shares
Change
Change in
Stake
SFC
351
Strategic Financial Concepts
Texas
$495K +$492K +8,670 New
FFA
352
Farther Finance Advisors
California
$493K -$254K -4,484 -34%
CAG
353
Csenge Advisory Group
Florida
$491K -$4.59K -81 -0.9%
FFN
354
Focus Financial Network
Minnesota
$490K +$22.7K +400 +5%
CWIG
355
Chung Wu Investment Group
Texas
$485K
FGI
356
Foresight Global Investors
New York
$483K
CFG
357
Citizens Financial Group
Rhode Island
$481K +$8.17K +144 +2%
CF
358
Convergence Financial
Missouri
$481K +$478K +8,432 New
PWM
359
Perigon Wealth Management
California
$475K -$22.1K -390 -4%
CIC
360
Carnegie Investment Counsel
Ohio
$475K -$85.1K -1,500 -15%
VFA
361
Valeo Financial Advisors
Indiana
$473K +$23.9K +422 +5%
SP
362
Stablepoint Partners
Massachusetts
$473K
SOS
363
Silver Oak Securities
Tennessee
$472K +$8.11K +143 +2%
IAIM
364
International Assets Investment Management
Florida
$471K +$32.4K +572 +7%
MML Investors Services
365
MML Investors Services
Massachusetts
$470K -$143K -2,530 -23%
VAS
366
Vestmark Advisory Solutions
Massachusetts
$470K +$111K +1,951 +31%
NDSI
367
Newman Dignan & Sheerar Inc
Rhode Island
$462K
MPCG
368
Matrix Private Capital Group
New York
$457K
QFPS
369
Quantum Financial Planning Services
Washington
$457K
S
370
SignatureFD
Georgia
$457K
NW
371
NewEdge Wealth
Pennsylvania
$453K +$67.7K +1,194 +18%
WAS
372
Westco Advisory Services
New York
$452K +$43.7K +770 +11%
VA
373
VestGen Advisors
Illinois
$451K +$470K +8,287 New
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$451K -$37.1K -655 -8%
GSEP
375
Golden State Equity Partners
California
$447K +$445K +7,839 New