Name Holding Trade Value Shares
Change
Change in
Stake
CI
726
Conning Inc
Connecticut
$292K -$55.7K -461 -15%
SCG
727
Sonata Capital Group
Washington
$292K – – –
SP
728
SmartHarvest Portfolios
Washington
$289K -$71.8K -594 -19%
SWA
729
Stratos Wealth Advisors
Ohio
$289K – – –
PE
730
PCM Encore
Colorado
$287K +$15.4K +127 +5%
TCWA
731
Turtle Creek Wealth Advisors
Texas
$283K +$28.8K +238 +11%
PRP
732
Peak Retirement Planning
Ohio
$282K +$8.71K +72 +3%
DWM
733
Diversify Wealth Management
Utah
$282K +$288K +2,383 New
SAG
734
SageView Advisory Group
California
$280K +$174K +1,437 +146%
ATPW
735
Ashton Thomas Private Wealth
Arizona
$280K +$293K +2,424 New
HI
736
Harbour Investments
Wisconsin
$279K +$38.9K +322 +15%
WIM
737
WealthPlan Investment Management
Nebraska
$279K +$13.8K +114 +5%
FMLI
738
Fukoku Mutual Life Insurance
Japan
$274K – – –
RG
739
Rathbones Group
United Kingdom
$274K – – –
KF
740
Krilogy Financial
Missouri
$273K -$16.8K -139 -6%
PP
741
PDS Planning
Ohio
$273K +$242 +2 +0.1%
CT
742
Chicago Trust
Illinois
$269K -$682K -5,641 -71%
BAM
743
Belpointe Asset Management
Nevada
$269K +$281K +2,326 New
FCA
744
Fortis Capital Advisors
Kansas
$269K +$281K +2,326 New
FWA
745
FSM Wealth Advisors
Ohio
$267K +$16.1K +133 +6%
FNBOMD
746
First National Bank of Mount Dora
Florida
$267K -$641K -5,304 -70%
IWM
747
Integris Wealth Management
California
$266K – – –
AWA
748
Arkadios Wealth Advisors
Georgia
$264K +$725 +6 +0.3%
IFWM
749
Institute for Wealth Management
Colorado
$264K -$4.84K -40 -2%
HW
750
Hancock Whitney
Mississippi
$263K -$566K -4,684 -68%