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Name Holding Trade Value Shares
Change
Change in
Stake
SO
551
Sierra Ocean
California
$1.05K +$1.65K +10 New
AW
552
Avion Wealth
Texas
$1K
RBC
553
Roble Belko & Company
Pennsylvania
$1K +$1.98K +12 New
GIA
554
GHP Investment Advisors
Colorado
$945 -$2.65K -16 -64%
PWA
555
Physician Wealth Advisors
Utah
$945 +$1.49K +9 New
CA
556
Continuum Advisory
Idaho
$944 -$7.6K -46 -84%
AFG
557
Albion Financial Group
Utah
$735
HWM
558
HighMark Wealth Management
Minnesota
$734 +$661 +4 +133%
FFL
559
Financial Freedom LLC
Ohio
$734 +$1.16K +7 New
MIM
560
Marshall Investment Management
Colorado
$734 +$1.16K +7 New
RAM
561
Riggs Asset Management
Pennsylvania
$630
SC
562
SouthState Corp
Florida
$630 +$992 +6 New
FFWM
563
Future Financial Wealth Management
Ohio
$629 +$992 +6 New
BLC
564
Brown, Lisle/Cummings
Rhode Island
$420 +$661 +4 New
QCG
565
Quadrant Capital Group
Ohio
$315 +$496 +3 New
WWM
566
Wolff Wiese Magana
California
$210
GI
567
GAMMA Investing
California
$210 +$331 +2 New
HWP
568
Highline Wealth Partners
California
$210 +$331 +2 New
Pacer Advisors
569
Pacer Advisors
Pennsylvania
$210 +$331 +2 New
BWL
570
Bogart Wealth LLC
Virginia
$105 -$32.9K -199 -100%
DFC
571
DB Fitzpatrick & Co
Idaho
$105 +$165 +1 New
HHGA
572
Halbert Hargrove Global Advisors
California
$44
GQG Partners
573
GQG Partners
Florida
-$272M -1,661,400 Closed
WRCM
574
Whale Rock Capital Management
Massachusetts
-$204M -1,248,492 Closed
Nuveen
575
Nuveen
North Carolina
-$152M -932,991 Closed