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Name Holding Trade Value Shares
Change
Change in
Stake
RB
701
Renasant Bank
Mississippi
$267K -$9.43K -105 -4%
RPWA
702
Regent Peak Wealth Advisors
Georgia
$266K +$5.12K +57 +2%
IFWM
703
Institute for Wealth Management
Colorado
$265K -$5.75K -64 -2%
WW
704
Westshore Wealth
California
$265K
RA
705
Rational Advisors
New York
$263K +$48.6K +541 +25%
MOS
706
MGO One Seven
Ohio
$262K +$241K +2,680 New
CIA
707
Concurrent Investment Advisors
Florida
$261K +$240K +2,676 New
PCIA
708
Prime Capital Investment Advisors
Kansas
$261K +$240K +2,673 New
AAIS
709
ABN AMRO Investment Solutions
$259K +$238K +2,651 New
LTAS
710
Linden Thomas Advisory Services
North Carolina
$258K +$237K +2,637 New
HWM
711
Hohimer Wealth Management
Washington
$256K
GIA
712
Gateway Investment Advisers
Ohio
$251K -$9.16K -102 -4%
HGWM
713
Horst & Graben Wealth Management
Oregon
$250K
PP
714
PDS Planning
Ohio
$247K +$1.8K +20 +0.8%
AI
715
AXS Investments
New York
$244K +$225K +2,500 New
I
716
InceptionR
California
$243K +$224K +2,492 New
CIBC Private Wealth Group
717
CIBC Private Wealth Group
Georgia
$243K +$223K +2,485 New
FFN
718
Focus Financial Network
Minnesota
$242K +$215K +2,399 New
PCS
719
Personal CFO Solutions
New Jersey
$242K -$35.5K -395 -14%
MLA
720
My Legacy Advisors
Oregon
$239K +$227K +2,532 New
SCM
721
Stevens Capital Management
Pennsylvania
$239K -$277K -3,086 -56%
PWPS
722
Pinnacle Wealth Planning Services
Ohio
$238K -$898 -10 -0.4%
TCOO
723
Trust Company of Oklahoma
Oklahoma
$238K +$219K +2,439 New
LC
724
Lindbrook Capital
California
$237K +$42.9K +478 +25%
RWP
725
RWA Wealth Partners
Massachusetts
$236K +$217K +2,418 New