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Name Holding Trade Value Shares
Change
Change in
Stake
QC
1176
Quent Capital
New York
$526K +$22.5K +680 +5%
1WA
1177
180 Wealth Advisors
Washington
$526K +$331 +10 +0.1%
CIC
1178
Carnegie Investment Counsel
Ohio
$524K -$993 -30 -0.2%
VCP
1179
Verus Capital Partners
Arizona
$524K +$169K +5,110 +51%
JSL
1180
JT Stratford LLC
Georgia
$521K +$1.66K +50 +0.3%
CW
1181
CreativeOne Wealth
Kansas
$518K -$21.5K -650 -4%
KWA
1182
KCS Wealth Advisory
California
$518K -$81.7K -2,470 -14%
RW
1183
Rede Wealth
Virginia
$515K
EA
1184
Ellsworth Advisors
Ohio
$515K -$7.61K -230 -2%
CFP
1185
Cypress Financial Planning
New Jersey
$515K
PCMC
1186
Private Capital Management (Colorado)
Colorado
$514K +$25.2K +760 +5%
CT
1187
Columbia Trust
Oregon
$514K -$35.7K -1,080 -7%
AG
1188
Ascent Group
Virginia
$513K +$491K +14,840 New
CPC
1189
Consolidated Planning Corp
Georgia
$512K +$127K +3,830 +35%
WFC
1190
Western Financial Corp
California
$510K +$109K +3,300 +29%
PFBT
1191
Parkside Financial Bank & Trust
Missouri
$510K +$31.1K +940 +7%
CPWA
1192
Cerro Pacific Wealth Advisors
California
$510K -$168K -5,080 -26%
SWM
1193
Segment Wealth Management
Texas
$507K +$188K +5,690 +63%
SWM
1194
Salvus Wealth Management
New Jersey
$506K +$64.9K +1,960 +15%
SWA
1195
Strata Wealth Advisors
Texas
$504K -$59.6K -1,800 -11%
TCA
1196
Transcend Capital Advisors
New Jersey
$504K -$30.4K -920 -6%
PPW
1197
Parcion Private Wealth
Washington
$504K +$28.1K +850 +6%
EWA
1198
Exencial Wealth Advisors
Oklahoma
$503K -$81.1K -2,450 -14%
CCA
1199
Column Capital Advisors
Indiana
$502K -$36.1K -1,090 -7%
OPW
1200
Oxler Private Wealth
New York
$501K