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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1576
Wealth Management Associates
New Jersey
$535K +$70.7K +375 +17%
PWS
1577
Proactive Wealth Strategies
Georgia
$533K +$42.4K +225 +10%
IA
1578
IFC Advisors
California
$528K -$48.1K -255 -9%
EWA
1579
Exencial Wealth Advisors
Oklahoma
$528K -$55.7K -295 -10%
TCWM
1580
Total Clarity Wealth Management
Illinois
$521K +$15.1K +80 +3%
CAS
1581
Coppell Advisory Solutions
Texas
$520K +$3.77K +20 +0.8%
CTA
1582
Colonial Trust Advisors
South Carolina
$517K
GSWM
1583
Golden State Wealth Management
California
$517K +$33K +175 +7%
OBWG
1584
Onyx Bridge Wealth Group
New York
$515K -$2.83K -15 -0.6%
FHC
1585
First Heartland Consultants
Missouri
$515K +$567K +3,005 New
CIA
1586
Cladis Investment Advisory
Montana
$514K
MIC
1587
Maxi Investments CY
Cyprus
$514K -$1.48M -7,865 -76%
FDP
1588
Financiere des Professionnels
Quebec, Canada
$510K +$468K +2,480 New
TBWA
1589
Three Bridge Wealth Advisors
California
$510K +$468K +2,480 New
MAG
1590
MRA Advisory Group
New Jersey
$510K +$99K +525 +27%
CCMG
1591
Clark Capital Management Group
Pennsylvania
$510K -$38.7K -205 -8%
GQG Partners
1592
GQG Partners
Florida
$507K -$119K -630 -20%
CT
1593
Caldwell Trust
Florida
$506K +$49.1K +260 +12%
KRW
1594
Kaufman Rossin Wealth
Florida
$504K -$90.6K -480 -16%
OWM
1595
Opes Wealth Management
California
$504K -$1.89K -10 -0.4%
AAIM
1596
Asset Advisors Investment Management
Georgia
$504K
CIEC
1597
Crédit Industriel et Commercial
France
$503K +$461K +2,445 New
AFM
1598
Abbot Financial Management
Massachusetts
$502K
NCFG
1599
New Century Financial Group
New Jersey
$501K -$528K -2,800 -53%
FC
1600
Fairscale Capital
New Hampshire
$500K -$14.2K -75 -3%