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Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
726
First Command Advisory Services
Texas
$363K
ACM
727
Allred Capital Management
Texas
$363K -$34.7K -297 -10%
RIA
728
Regal Investment Advisors
Michigan
$360K -$121K -1,036 -27%
WPC
729
Wedmont Private Capital
Pennsylvania
$357K -$21.5K -184 -7%
HAG
730
HighPoint Advisor Group
Illinois
$355K -$701 -6 -0.2%
GAG
731
GM Advisory Group
New York
$355K +$320K +2,739 New
GCM
732
Graham Capital Management
Connecticut
$355K +$320K +2,737 New
PCS
733
Personal CFO Solutions
New Jersey
$352K -$52.6K -450 -14%
CMF
734
Counterpoint Mutual Funds
California
$351K +$13.7K +117 +5%
MAA
735
Matrix Asset Advisors
New York
$349K
WG
736
Welch Group
Alabama
$347K +$117 +1 +0%
CWM
737
Cornerstone Wealth Management
Missouri
$347K +$18.5K +158 +6%
GRP
738
Global Retirement Partners
California
$346K +$312K +2,670 New
CG
739
Curat Global
New Hampshire
$345K -$40.9K -350 -12%
ACM
740
Aquatic Capital Management
Illinois
$345K -$3.02M -25,851 -91%
IWA
741
IVC Wealth Advisors
Pennsylvania
$345K -$467 -4 -0.2%
ZIG
742
Zullo Investment Group
Pennsylvania
$344K -$15.9K -136 -5%
WWM
743
Whalen Wealth Management
Nevada
$343K +$109K +932 +54%
PA
744
Parallel Advisors
California
$343K -$4.09K -35 -1%
AWS
745
Atria Wealth Solutions
New York
$343K -$437K -3,742 -59%
A
746
Allianz
Germany
$342K -$180K -1,540 -37%
BRWA
747
B. Riley Wealth Advisors
Florida
$341K +$308K +2,634 New
HW
748
Hancock Whitney
Mississippi
$341K +$81.2K +695 +36%
AIM
749
Anchor Investment Management
South Carolina
$338K -$24.8K -212 -8%
KWA
750
Kingswood Wealth Advisors
California
$338K +$12.7K +109 +4%