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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
651
Institute for Wealth Management
Colorado
$614K -$33.2K -191 -5%
FI
652
Finivi Inc
Massachusetts
$609K +$233K +1,343 +54%
HAG
653
HighPoint Advisor Group
Illinois
$608K -$105K -602 -14%
VCA
654
Verdence Capital Advisors
Maryland
$607K +$348 +2 +0.1%
MCM
655
Monarch Capital Management
Indiana
$606K -$18.8K -108 -3%
IA
656
IFP Advisors
Florida
$603K +$125K +720 +23%
SW
657
SteelPeak Wealth
California
$600K -$3.15M -18,155 -83%
SFSG
658
Sound Financial Strategies Group
Mississippi
$597K +$656K +3,778 New
APWM
659
Argonautica Private Wealth Management
Massachusetts
$594K -$1.74K -10 -0.3%
OAM
660
Ostrum Asset Management
France
$592K -$50.7K -292 -7%
DDPIC
661
Deroy & Devereaux Private Investment Counsel
Michigan
$591K
JF
662
Jump Financial
Illinois
$590K -$263K -1,512 -29%
LFG
663
Larson Financial Group
Missouri
$589K +$177K +1,016 +37%
PCS
664
Personal CFO Solutions
New Jersey
$588K -$5.39K -31 -0.8%
GAM
665
Gotham Asset Management
New York
$584K -$4.49M -25,831 -87%
WPC
666
Wedmont Private Capital
Pennsylvania
$583K -$40.5K -233 -6%
EFP
667
Envision Financial Planning
Tennessee
$583K +$89.3K +514 +16%
IWA
668
IVC Wealth Advisors
Pennsylvania
$582K -$6.78K -39 -1%
SWP
669
Stratos Wealth Partners
Ohio
$579K -$591K -3,399 -48%
Koshinski Asset Management
670
Koshinski Asset Management
Illinois
$578K +$32.5K +187 +5%
VT
671
Vise Technologies
New York
$575K -$7.82K -45 -1%
PCIA
672
Prime Capital Investment Advisors
Kansas
$572K -$39.8K -229 -6%
FTWA
673
Fifth Third Wealth Advisors
Ohio
$571K +$419K +2,413 +201%
TCOV
674
Trust Company of Vermont
Vermont
$571K -$4.34K -25 -0.7%
MC
675
Moors & Cabot
Massachusetts
$565K +$105K +603 +20%