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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
601
Fi3 Financial Advisors
Indiana
$720K +$29.8K +240 +5%
IFPG
602
Intrepid Financial Planning Group
Indiana
$714K +$22.1K +178 +4%
LSA
603
Leonteq Securities AG
Switzerland
$708K -$498K -4,007 -44%
UCFA
604
United Capital Financial Advisors
Texas
$706K +$85K +684 +16%
NWM
605
Northwest Wealth Management
Iowa
$703K +$56.1K +451 +10%
RG
606
Rathbones Group
United Kingdom
$697K +$202K +1,625 +48%
FIA
607
Foundations Investment Advisors
Arizona
$687K +$617K +4,961 New
Kovitz Investment Group Partners
608
Kovitz Investment Group Partners
Illinois
$686K +$170K +1,370 +38%
RWP
609
RWA Wealth Partners
Massachusetts
$686K -$102K -822 -14%
FFM
610
Forum Financial Management
Illinois
$683K
CGH
611
Crossmark Global Holdings
Texas
$671K +$70.5K +567 +13%
FRA
612
Frank Rimerman Advisors
California
$666K +$252K +2,028 +73%
ProShare Advisors
613
ProShare Advisors
Maryland
$661K +$184K +1,482 +45%
AWA
614
Aaron Wealth Advisors
Illinois
$655K +$304K +2,450 +108%
ASN
615
Advisory Services Network
Georgia
$651K +$140K +1,129 +32%
MOS
616
MGO One Seven
Ohio
$650K -$381K -3,062 -39%
SAI
617
Savvy Advisors Inc
New York
$646K +$580K +4,667 New
ICP
618
Interchange Capital Partners
Pennsylvania
$644K -$106K -853 -16%
OR
619
Olympiad Research
Connecticut
$635K -$396K -3,183 -41%
Baird Financial Group
620
Baird Financial Group
Wisconsin
$634K -$337K -2,715 -37%
QI
621
Qtron Investments
Massachusetts
$632K +$260K +2,088 +84%
BCV
622
Banque Cantonale Vaudoise
Switzerland
$631K +$416K +3,349 +277%
AWM
623
Ariadne Wealth Management
California
$629K +$3.23K +26 +0.4%
BAM
624
Belpointe Asset Management
Nevada
$627K -$436K -3,509 -44%
FCA
625
Fortis Capital Advisors
Kansas
$627K -$436K -3,509 -44%