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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
876
Trivium Point Advisory
Connecticut
$983K +$23.2K +382 +2%
PCIA
877
Prime Capital Investment Advisors
Kansas
$979K -$422K -6,959 -27%
PCP
878
Perbak Capital Partners
United Kingdom
$976K +$657K +10,832 +142%
EFH
879
Eaton Financial Holdings
Florida
$975K +$164K +2,711 +17%
WANY
880
Wealthspire Advisors (New York)
New York
$973K -$293K -4,824 -21%
AFP
881
Ausdal Financial Partners
Iowa
$967K -$17.2K -284 -2%
WP
882
WealthPLAN Partners
Nebraska
$964K -$594K -9,804 -35%
DTC
883
Davidson Trust Company
Washington
$963K -$64.2K -1,058 -5%
CWM
884
Cordatus Wealth Management
Pennsylvania
$960K +$35.9K +592 +3%
CWM
885
Compass Wealth Management
Connecticut
$954K -$48.9K -807 -4%
PDL
886
Portfolio Design Labs
California
$954K -$53.1K -876 -5%
MA
887
Mutual Advisors
Nebraska
$953K -$57.7K -952 -5%
LF
888
LifePlan Financial
Minnesota
$953K +$211K +3,482 +24%
SW
889
SteelPeak Wealth
California
$951K +$204K +3,362 +23%
CCFM
890
Clear Creek Financial Management
Washington
$951K +$7.09K +117 +0.7%
AWA
891
Ark Wealth Advisors
California
$951K +$242K +3,993 +29%
JA
892
JLB & Associates
Michigan
$948K -$424K -6,985 -28%
ISWM
893
Independent Solutions Wealth Management
New York
$947K +$264K +4,361 +32%
MPPLM
894
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$946K +$16.1K +266 +2%
CB
895
Community Bank
New York
$945K +$18.2K +300 +2%
MT
896
Midwest Trust
Kansas
$943K -$142K -2,345 -12%
YIA
897
YHB Investment Advisors
Connecticut
$943K -$170K -2,803 -14%
GC
898
Grange Capital
Oregon
$937K -$30.3K -500 -3%
LFM
899
LGT Fund Management
Liechtenstein
$936K +$1.07M +17,727 New
TSS
900
Two Sigma Securities
New York
$933K -$733K -12,086 -41%