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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$943K -$1M -4,430 -51%
EPW
702
Evolve Private Wealth
California
$939K -$282K -1,248 -23%
KA
703
Kovack Advisors
Florida
$933K +$952K +4,205 New
DWT
704
Dorsey & Whitney Trust
South Dakota
$930K -$78.3K -346 -8%
GCP
705
GSA Capital Partners
United Kingdom
$916K +$361K +1,597 +63%
NAM
706
NTV Asset Management
West Virginia
$913K +$22.6K +100 +3%
FTWA
707
Fifth Third Wealth Advisors
Ohio
$910K -$103K -453 -10%
SC
708
Stance Capital
Massachusetts
$908K +$922K +4,075 New
NW
709
NewEdge Wealth
Pennsylvania
$903K +$444K +1,962 +94%
PAW
710
Plan A Wealth
Nebraska
$900K +$27.6K +122 +3%
CCG
711
Ceeto Capital Group
Florida
$893K -$226K -1,000 -20%
WAM
712
Wolverine Asset Management
Illinois
$891K -$453K -2,000 -33%
KCP
713
Kera Capital Partners
California
$874K +$2.94K +13 +0.3%
DT
714
Diversified Trust
Tennessee
$871K +$558K +2,466 +171%
GCM
715
GKV Capital Management
California
$870K +$1.13K +5 +0.1%
CA
716
Cullinan Associates
Kentucky
$866K
NAG
717
Northstar Advisory Group
New Jersey
$866K -$914K -4,037 -51%
OFS
718
OneAscent Financial Services
Alabama
$859K -$29.6K -131 -3%
VCA
719
Verdence Capital Advisors
Maryland
$856K -$800K -3,536 -48%
TG
720
TCW Group
California
$855K +$15.2K +67 +2%
LHWM
721
Lake Hills Wealth Management
Texas
$852K +$866K +3,826 New
BW
722
BIP Wealth
Georgia
$852K +$866K +3,826 New
WC
723
Waterloo Capital
Texas
$843K -$153K -676 -15%
AMG
724
Advisors Management Group
Wisconsin
$841K -$9.96K -44 -1%
BC
725
Bridgefront Capital
Texas
$837K +$851K +3,758 New