Name Holding Trade Value Shares
Change
Change in
Stake
DP
2651
Denver PWM
Colorado
$146K +$144K +5,230 New
TCG
2652
Transcendent Capital Group
Oklahoma
$146K -$1.27K -46 -0.9%
SA
2653
SRH Advisors
Kansas
$143K -$2.86K -104 -2%
CC
2654
Cultivar Capital
Texas
$142K +$140K +5,079 New
MAM
2655
Meeder Asset Management
Ohio
$142K -$1.36M -49,576 -91%
PCMC
2656
Planning Capital Management Corporation
Pennsylvania
$138K – – –
PAG
2657
Paladin Advisory Group
Iowa
$137K -$23.8K -865 -15%
MFA
2658
McClarren Financial Advisors
Pennsylvania
$137K -$138K -5,025 -96%
PP
2659
Pacifica Partners
Canada
$136K +$6.94K +252 +5%
WAG
2660
Wiser Advisor Group
Arizona
$135K -$55.3K -2,010 -29%
TFGT
2661
TS Financial Group (TSFG)
Illinois
$134K -$3.5K -127 -3%
GC
2662
Garde Capital
Washington
$133K -$41.4K -1,505 -24%
CWM
2663
Cranbrook Wealth Management
Michigan
$129K – – –
PGAM
2664
Princeton Global Asset Management
New Jersey
$129K +$7.46K +271 +6%
BCP
2665
Blue Chip Partners
Michigan
$127K -$44.5K -1,618 -26%
RWM
2666
Raffa Wealth Management
District of Columbia
$126K +$47.9K +1,740 +63%
MS
2667
Mizuho Securities
Japan
$126K +$124K +4,500 New
PCFFS
2668
Pacific Center for Financial Services
California
$125K +$3.58K +130 +3%
WPA
2669
West Paces Advisors
Georgia
$125K -$8.51K -309 -6%
EWP
2670
Elevation Wealth Partners
California
$124K -$55.6K -2,018 -31%
AAMU
2671
AEGON Asset Management (UK)
United Kingdom
$120K – – –
T
2672
Tidemark
California
$119K +$6.42K +233 +6%
TCA
2673
Trifecta Capital Advisors
Illinois
$118K -$68.9K -2,504 -37%
FFL
2674
Financial Freedom LLC
Ohio
$116K -$45.7K -1,661 -29%
CA
2675
Centerpoint Advisors
Massachusetts
$116K -$18.9K -685 -14%