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Name Holding Trade Value Shares
Change
Change in
Stake
IA
676
IFP Advisors
Florida
$759K +$108K +619 +16%
WC
677
Waterloo Capital
Texas
$754K -$328K -1,880 -30%
BC
678
Burney Company
Virginia
$746K -$294K -1,688 -28%
EWM
679
Empirical Wealth Management
Washington
$743K +$36.1K +207 +5%
WWM
680
Western Wealth Management
Colorado
$740K +$224K +1,288 +42%
VI
681
Vestcor Inc
New Brunswick, Canada
$734K – – –
EFP
682
Envision Financial Planning
Tennessee
$725K +$3.31K +19 +0.4%
ATPW
683
Ashton Thomas Private Wealth
Arizona
$720K +$357K +2,048 +93%
WAG
684
Wiser Advisor Group
Arizona
$719K +$741K +4,250 New
CHAM
685
Clear Harbor Asset Management
Connecticut
$717K -$7.32K -42 -1%
SWP
686
Sagespring Wealth Partners
Tennessee
$685K +$55.4K +318 +9%
HCM
687
Hollencrest Capital Management
California
$676K – – –
NAM
688
NTV Asset Management
West Virginia
$676K – – –
OFS
689
OneAscent Financial Services
Alabama
$674K -$152K -873 -18%
CCS
690
Concentric Capital Strategies
Connecticut
$669K +$690K +3,959 New
SC
691
Sapient Capital
Indiana
$666K +$42K +241 +7%
PAW
692
Plan A Wealth
Nebraska
$663K +$2.27K +13 +0.3%
KCP
693
Kera Capital Partners
California
$662K +$5.93K +34 +0.9%
GCM
694
GKV Capital Management
California
$659K -$61K -350 -8%
CA
695
Cullinan Associates
Kentucky
$657K – – –
AMG
696
Advisors Management Group
Wisconsin
$646K -$219K -1,256 -25%
TG
697
TCW Group
California
$638K +$31.9K +183 +5%
PP
698
Prudential plc
United Kingdom
$634K – – –
GSC
699
G&S Capital
Colorado
$630K +$226K +1,298 +54%
MWM
700
Meridian Wealth Management
Kentucky
$626K -$16.7K -96 -3%