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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
676
Premier Path Wealth Partners
New Jersey
$432K +$19.3K +180 +5%
SRL
677
Scientech Research LLC
New Jersey
$430K +$373K +3,473 New
BWP
678
BSW Wealth Partners
Colorado
$429K +$114K +1,059 +44%
PWS
679
Precision Wealth Strategies
Missouri
$425K +$368K +3,429 New
AFCM
680
Applied Finance Capital Management
Puerto Rico
$423K
I
681
InceptionR
California
$422K +$98.6K +918 +37%
P
682
&Partners
Tennessee
$422K +$366K +3,409 New
CIBC Private Wealth Group
683
CIBC Private Wealth Group
Georgia
$421K +$100K +932 +38%
NIA
684
NIA Impact Advisors
California
$419K +$363K +3,381 New
PMSA
685
Patrick M. Sweeney & Associates
Illinois
$416K +$107 +1 +0%
NAS
686
Nicolet Advisory Services
Wisconsin
$414K +$3.22K +30 +0.9%
SCG
687
Sonata Capital Group
Washington
$413K
GCM
688
Gallacher Capital Management
Colorado
$412K +$357K +3,322 New
RA
689
RFG Advisory
Alabama
$411K +$44.8K +417 +14%
CIP
690
Convergence Investment Partners
Florida
$410K +$6.88K +64 +2%
PWW
691
Pettyjohn Wood & White
Virginia
$404K
CW
692
CreativeOne Wealth
Kansas
$404K +$350K +3,262 New
BCM
693
Becker Capital Management
Oregon
$403K
SWP
694
Stratos Wealth Partners
Ohio
$403K +$15.5K +144 +5%
CFG
695
Citizens Financial Group
Rhode Island
$400K +$347K +3,230 New
EAM
696
Evanson Asset Management
California
$400K +$11.6K +108 +3%
ZIMP
697
Zimmermann Investment Management & Planning
Pennsylvania
$391K
ACMA
698
Arbor Capital Management (Alaska)
Alaska
$391K
AA
699
Auxano Advisors
Washington
$390K
MWM
700
Meridian Wealth Management
Kentucky
$388K -$25.5K -237 -7%