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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1626
Marion Wealth Management
Pennsylvania
$447K -$8.58K -50 -1%
SIS
1627
Sound Income Strategies
Florida
$446K +$458K +2,670 +322%
OIA
1628
Oakmont Investment Advisors
Pennsylvania
$444K +$497K +2,900 New
CS
1629
Capital Square
Tennessee
$443K -$109K -635 -18%
FA
1630
Faithward Advisors
Pennsylvania
$443K -$3.8M -22,163 -88%
TP
1631
TritonPoint Partners
Maryland
$442K +$495K +2,888 New
CWP
1632
Curated Wealth Partners
California
$442K +$301K +1,757 +155%
MCP
1633
Mirador Capital Partners
California
$442K -$50.9K -297 -9%
RCA
1634
Resonant Capital Advisors
Wisconsin
$440K -$136K -795 -22%
1W
1635
1776 Wealth
Georgia
$440K -$34.3K -200 -7%
1CP
1636
1015 Capital Partners
Pennsylvania
$438K +$491K +2,860 New
FFA
1637
Founders Financial Alliance
North Carolina
$438K +$65.9K +384 +16%
RFN
1638
Redwood Financial Network
Ohio
$437K – – –
Index Fund Advisors
1639
Index Fund Advisors
California
$436K -$343 -2 -0.1%
UAG
1640
United Advisor Group
Ohio
$436K +$166K +966 +51%
Mesirow Financial Investment Management
1641
Mesirow Financial Investment Management
Illinois
$434K -$105K -610 -18%
LMFP
1642
Larry Mathis Financial Planning
Arizona
$434K +$486K +2,834 New
EFSCE
1643
Enterprise Financial Services Corp (EFSC)
Missouri
$434K -$10.6K -62 -2%
ACM
1644
Allred Capital Management
Texas
$432K -$11.2K -65 -2%
SHFP
1645
Second Half Financial Partners
Florida
$431K -$35.2K -205 -7%
RS
1646
Rakuten Securities
Japan
$430K +$9.95K +58 +2%
CWM
1647
Centurion Wealth Management
Virginia
$430K +$22.6K +132 +5%
WMA
1648
Wealth Management Associates
New Jersey
$430K +$37.7K +220 +9%
CG
1649
Clarus Group
Texas
$427K -$32.6K -190 -6%
BWA
1650
Basecamp Wealth Advisors
Washington
$427K +$478K +2,788 New