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Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1726
Journey Advisory Group
Kentucky
$738K +$441K +2,039 +109%
DA
1727
DSC Advisors
Illinois
$737K +$77.9K +360 +10%
JFA
1728
Johanson Financial Advisors
California
$736K -$79K -365 -9%
RIL
1729
Rothschild Investment LLC
Illinois
$733K +$35.7K +165 +4%
WA1
1730
Wimmer Associates 1
California
$731K +$149K +690 +22%
CQS
1731
Credential Qtrade Securities
$731K +$302K +1,394 +56%
DGAM
1732
Desjardins Global Asset Management
Quebec, Canada
$728K +$836K +3,862 New
CAIMH
1733
Central Asset Investments & Management Holdings
Hong Kong
$726K -$1.77M -8,178 -68%
MPCG
1734
Matrix Private Capital Group
New York
$725K -$7.57K -35 -0.9%
SWA
1735
SFMG Wealth Advisors
Texas
$724K -$175K -807 -17%
W
1736
WealthOne
New York
$724K +$138K +638 +20%
MG
1737
Mather Group
Illinois
$722K -$197K -909 -19%
QP
1738
Quilter Plc
United Kingdom
$719K -$3.58M -16,541 -82%
AWA
1739
Aaron Wealth Advisors
Illinois
$719K +$58.9K +272 +8%
PWMG
1740
Prestige Wealth Management Group
New Jersey
$718K +$205K +947 +33%
CI
1741
CAZ Investments
Texas
$717K +$389K +1,800 +90%
PFP
1742
Paragon Financial Partners
California
$716K +$822K +3,798 New
TFP
1743
Tilia Fiduciary Partners
North Carolina
$715K +$820K +3,789 New
VWM
1744
Valley Wealth Managers
New Jersey
$711K – – –
LC
1745
Lindbrook Capital
California
$709K +$404K +1,868 +99%
MWC
1746
MBM Wealth Consultants
Missouri
$709K +$644K +2,978 +381%
ACM
1747
Ardent Capital Management
Ohio
$709K +$813K +3,759 New
CPC
1748
Congress Park Capital
New York
$709K +$814K +3,760 New
SSCA
1749
South Shore Capital Advisors
Massachusetts
$704K +$188K +868 +30%
1WA
1750
180 Wealth Advisors
Washington
$703K +$7.57K +35 +0.8%
68 69
70
71 72