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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
601
Global Retirement Partners
California
$448K +$51.2K +519 +13%
WFI
602
West Family Investments
California
$442K +$5.03K +51 +1%
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$440K +$188K +1,908 +74%
KWM
604
Kingsview Wealth Management
Oregon
$438K +$1.58K +16 +0.4%
AI
605
Atria Investments
North Carolina
$436K -$27.7K -281 -6%
JCIA
606
Jackson Creek Investment Advisors
Colorado
$434K -$3.06K -31 -0.7%
BBNB
607
Baker Boyer National Bank
Washington
$433K
SI
608
Severin Investments
Missouri
$431K +$432K +4,383 New
ATC
609
Argent Trust Co
Tennessee
$421K +$5.62K +57 +1%
O
610
Ossiam
France
$420K +$150K +1,524 +55%
GFA
611
Grunden Financial Advisory
Texas
$419K +$395 +4 +0.1%
WA
612
Waverly Advisors
Alabama
$417K +$70.6K +716 +20%
IWC
613
Integrated Wealth Concepts
Massachusetts
$414K -$161K -1,630 -28%
OFW
614
Omnia Family Wealth
Florida
$412K -$1.18K -12 -0.3%
ACA
615
Aptus Capital Advisors
Alabama
$410K +$14.3K +145 +4%
CP
616
Capital Planning
Washington
$410K
BCM
617
Birmingham Capital Management
Alabama
$409K
VAG
618
VisionPoint Advisory Group
Texas
$409K -$6.61K -67 -2%
GWM
619
GDS Wealth Management
Texas
$408K -$3.94K -40 -1%
MG
620
Mather Group
Illinois
$405K -$11.5K -117 -3%
OWP
621
Obermeyer Wealth Partners
Colorado
$400K
SWP
622
Significant Wealth Partners
Illinois
$397K +$41.5K +421 +12%
MOS
623
MGO One Seven
Ohio
$395K +$397K +4,021 New
Simplex Trading
624
Simplex Trading
Illinois
$391K -$774K -7,849 -66%
IFG
625
Independent Financial Group
California
$391K