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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
576
Prospera Financial Services
Texas
$681K +$162K +1,191 +30%
BCP
577
Blackhawk Capital Partners
Wisconsin
$678K -$159K -1,168 -19%
PCS
578
Personal CFO Solutions
New Jersey
$678K -$167K -1,229 -19%
ZF
579
Zhang Financial
Michigan
$674K -$1.22K -9 -0.2%
SCP
580
Stamos Capital Partners
California
$674K -$931K -6,850 -57%
KWM
581
Kingsview Wealth Management
Oregon
$666K +$3.4K +25 +0.5%
CICI
582
Capital Investment Counsel Inc
North Carolina
$662K – – –
DWM
583
Dakota Wealth Management
Florida
$654K -$234K -1,725 -26%
FFM
584
Fullerton Fund Management
Singapore
$654K +$674K +4,959 New
CA
585
Clearstead Advisors
Ohio
$651K +$53.7K +395 +9%
LNC
586
Lincoln National Corp
Pennsylvania
$644K +$58.2K +428 +10%
1WA
587
180 Wealth Advisors
Washington
$636K +$2.72K +20 +0.5%
WPW
588
Waldron Private Wealth
Pennsylvania
$630K – – –
TMAM
589
Tokio Marine Asset Management
Japan
$629K +$74.5K +548 +13%
PCIA
590
Prime Capital Investment Advisors
Kansas
$627K -$33.6K -247 -5%
IP
591
Intellectus Partners
California
$623K +$1.9K +14 +0.3%
OCBCO
592
Oversea-Chinese Banking Corp (OCBC)
Singapore
$622K +$641K +4,716 New
MPPW
593
Mitchell & Pahl Private Wealth
Oklahoma
$619K -$8.43K -62 -1%
BAM
594
Blueshift Asset Management
New Jersey
$614K +$331K +2,434 +109%
BS
595
Boenning & Scattergood
Pennsylvania
$610K +$138K +1,013 +33%
CFD
596
Creative Financial Designs
Indiana
$609K +$58.8K +433 +10%
FTDI
597
First Trust Direct Indexing
Massachusetts
$606K +$22.6K +166 +4%
DT
598
Diversified Trust
Tennessee
$604K +$2.04K +15 +0.3%
BBA
599
Baader Bank Aktiengesellschaft
Germany
$597K – – –
RGF
600
Retirement Guys Formula
Ohio
$596K +$52.6K +387 +9%