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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
801
Howard Capital Management
Georgia
$430K +$140K +642 +58%
IAS
802
IMA Advisory Services
Colorado
$429K -$81.6K -373 -18%
SPC
803
Spirepoint Private Client
Florida
$429K +$656 +3 +0.2%
WSFS
804
Wilmington Savings Fund Society
Delaware
$426K +$10.7K +49 +3%
Blackstone Inc
805
Blackstone Inc
New York
$426K +$380K +1,736 New
CPA
806
Cardiff Park Advisors
California
$423K
SSWG
807
Seven Springs Wealth Group
Tennessee
$420K -$34.1K -156 -8%
SI
808
Stephens Inc
Arkansas
$412K +$367K +1,679 New
WC
809
Waterloo Capital
Texas
$411K +$43.8K +200 +14%
KWM
810
Keebeck Wealth Management
Illinois
$411K +$366K +1,675 New
CG
811
Cynosure Group
Utah
$408K
KIM
812
Kestra Investment Management
Texas
$405K +$68.5K +313 +23%
PL
813
Perpetual Ltd
Australia
$404K +$360K +1,647 New
RCAG
814
Rehmann Capital Advisory Group
Michigan
$399K +$15.1K +69 +4%
ASC
815
Ares Systematic Credit
$398K +$355K +1,623 New
GFPC
816
Global Financial Private Client
Florida
$397K +$83.6K +382 +31%
LWM
817
Lodestone Wealth Management
Washington
$395K -$92.5K -423 -21%
CAI
818
Capital Advisors Inc
Oklahoma
$394K -$438 -2 -0.1%
1WA
819
180 Wealth Advisors
Washington
$392K -$8.31K -38 -2%
EC
820
EntryPoint Capital
New York
$392K +$350K +1,598 New
BWP
821
Balboa Wealth Partners
Arizona
$390K -$21.9K -100 -6%
RP
822
Regal Partners
Australia
$389K -$1.31M -6,000 -79%
ITFISA
823
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$385K -$153K -700 -31%
QWP
824
Quotient Wealth Partners
Texas
$385K +$56.4K +258 +20%
TCWM
825
Total Clarity Wealth Management
Illinois
$382K +$95.2K +435 +39%