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Name Holding Trade Value Shares
Change
Change in
Stake
JAG
551
Journey Advisory Group
Kentucky
$875K +$58.6K +654 +7%
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$875K +$736K +8,218 +394%
NGA
553
Naples Global Advisors
Florida
$873K -$22K -246 -2%
DT
554
Diversified Trust
Tennessee
$866K +$499K +5,568 +120%
S
555
SignatureFD
Georgia
$857K +$129K +1,439 +17%
DTL
556
Dynamic Technology Lab
Singapore
$856K +$904K +10,083 New
EWA
557
EverSource Wealth Advisors
Alabama
$846K +$50K +558 +6%
EFG
558
Everhart Financial Group
Ohio
$830K -$409K -4,564 -32%
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$830K +$358 +4 +0%
CBA
560
Coastal Bridge Advisors
Connecticut
$830K +$19.5K +218 +2%
HFS
561
Hantz Financial Services
Michigan
$822K +$64.1K +715 +8%
VVP
562
Venture Visionary Partners
Ohio
$803K +$848K +9,464 New
AWMT
563
AAFMAA Wealth Management & Trust
North Carolina
$800K -$16.3K -182 -2%
ASN
564
Advisory Services Network
Georgia
$785K +$103K +1,144 +14%
PFA
565
Pathway Financial Advisers
Indiana
$784K +$828K +9,241 New
LFA
566
Legacy Financial Advisors
Kentucky
$765K -$68.1K -760 -8%
ATPW
567
Ashton Thomas Private Wealth
Arizona
$758K +$127K +1,419 +19%
FRA
568
Frank Rimerman Advisors
California
$752K +$26.7K +298 +3%
CAL
569
Capital Analysts LLC
Pennsylvania
$749K +$18.4K +205 +2%
FPF
570
First Pacific Financial
Washington
$748K +$2.42K +27 +0.3%
CPIG
571
Chicago Partners Investment Group
Illinois
$747K +$234K +2,616 +43%
VI
572
Vestcor Inc
New Brunswick, Canada
$745K – – –
SBFM
573
S-Bank Fund Management
Finland
$745K -$29.2K -326 -4%
PA
574
Parallel Advisors
California
$743K +$289K +3,225 +58%
SI
575
Seeds Investor
New York
$742K -$67K -748 -8%