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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1451
Calamos Wealth Management
Illinois
$2.5M +$176K +1,522 +8%
GWM
1452
Geneos Wealth Management
Colorado
$2.5M -$49.8K -431 -2%
AIM
1453
Advyzon Investment Management
Illinois
$2.48M +$181K +1,565 +8%
OIC
1454
Orion Investment Company
Missouri
$2.47M
NLP
1455
Next Level Private
New York
$2.47M +$34.3K +297 +1%
OBWG
1456
Onyx Bridge Wealth Group
New York
$2.45M +$29.8K +258 +1%
PA
1457
Probity Advisors
Texas
$2.44M -$58.1K -503 -2%
PIWA
1458
Prevail Innovative Wealth Advisors
Kansas
$2.44M +$2.35M +20,313 New
FIA
1459
Foundations Investment Advisors
Arizona
$2.44M +$330K +2,860 +16%
FCT
1460
Family Capital Trust
Massachusetts
$2.43M
HAG
1461
HighPoint Advisor Group
Illinois
$2.43M -$7.57M -65,564 -76%
JWM
1462
Jeppson Wealth Management
California
$2.43M +$6K +52 +0.3%
SWM
1463
Spire Wealth Management
Virginia
$2.42M -$72K -624 -3%
FFS
1464
Flavin Financial Services
Florida
$2.42M +$34.8K +301 +2%
BMWS
1465
Brady Martz Wealth Solutions
North Dakota
$2.42M +$207K +1,789 +10%
IA
1466
Insight Advisors
Pennsylvania
$2.42M -$27.5K -238 -1%
DI
1467
DAGCO Inc
Ohio
$2.42M -$577 -5 -0%
BIA
1468
Barry Investment Advisors
Massachusetts
$2.4M -$231 -2 -0%
FFS
1469
Founders Financial Securities
Maryland
$2.4M -$30.5K -264 -1%
PWG
1470
Portside Wealth Group
Utah
$2.4M -$466K -4,038 -17%
EFG
1471
Everhart Financial Group
Ohio
$2.4M +$557K +4,823 +32%
WBWA
1472
William B. Walkup & Associates
South Carolina
$2.4M -$43.2K -374 -1%
PK
1473
Pflug Koory
Nebraska
$2.38M +$13.2K +114 +0.6%
SS
1474
SBI Securities
Japan
$2.38M -$164K -1,419 -7%
KCM
1475
Kendall Capital Management
Maryland
$2.38M +$113K +975 +5%