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Name Holding Trade Value Shares
Change
Change in
Stake
LWPC
1026
Legacy Wealth Partners (California)
California
$994K +$176K +3,310 +21%
AFP
1027
Ausdal Financial Partners
Iowa
$993K -$48.3K -910 -5%
PA
1028
PFG Advisors
Arizona
$985K +$676K +12,740 +207%
W
1029
WealthStone
Ohio
$980K +$54.1K +1,020 +6%
MSFS
1030
Main Street Financial Solutions
Pennsylvania
$973K -$46.1K -870 -4%
PI
1031
Putnam Investments
Massachusetts
$973K -$29.2K -550 -3%
GCM
1032
Gladius Capital Management
Illinois
$973K +$115K +2,160 +13%
EH
1033
Equitable Holdings
New York
$972K -$97.1K -1,830 -9%
NC
1034
NinePointTwo Capital
California
$972K +$53K +1,000 +6%
BB
1035
Bell Bank
North Dakota
$971K +$15.4K +290 +2%
HCM
1036
HMS Capital Management
Tennessee
$968K +$73.7K +1,390 +8%
WFC
1037
Western Financial Corp
California
$968K +$129K +2,440 +15%
BCM
1038
Beck Capital Management
Texas
$965K +$2.65K +50 +0.3%
CT
1039
Chicago Trust
Illinois
$965K +$325K +6,120 +49%
SRC
1040
Sage Rhino Capital
California
$964K +$2.12K +40 +0.2%
CBT
1041
CoreFirst Bank & Trust
Kansas
$954K +$743K +14,000 +326%
AIC
1042
Ameritas Investment Company
Nebraska
$952K +$968K +18,250 New
FWM
1043
Foresight Wealth Management
Utah
$952K +$3.18K +60 +0.3%
PCH
1044
PGIM Custom Harvest
New Jersey
$939K +$57.8K +1,090 +6%
MGIA
1045
Moneta Group Investment Advisors
Missouri
$938K +$333K +6,270 +54%
APP
1046
Avantax Planning Partners
Iowa
$935K -$116K -2,180 -11%
MWPCG
1047
Measured Wealth Private Client Group
New Hampshire
$935K
CWM
1048
Cornerstone Wealth Management
Missouri
$934K
SWA
1049
SFMG Wealth Advisors
Texas
$934K +$15.9K +300 +2%
WCM
1050
Weld Capital Management
New York
$929K +$665K +12,530 +238%