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Name Holding Trade Value Shares
Change
Change in
Stake
VF
301
Vest Financial
Virginia
$257K +$271K +6,359 New
PCS
302
Personal CFO Solutions
New Jersey
$253K +$70.8K +1,659 +36%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$252K +$34.5K +807 +15%
WPC
304
Wedmont Private Capital
Pennsylvania
$252K +$22.2K +519 +10%
CIBC World Market
305
CIBC World Market
Ontario, Canada
$252K -$555K -12,999 -68%
RCAG
306
Rehmann Capital Advisory Group
Michigan
$251K +$31.6K +740 +14%
DE
307
Diversified Enterprises
Delaware
$249K +$263K +6,172 New
PWM
308
Perigon Wealth Management
California
$249K -$7.56K -177 -3%
EV
309
EJMK Ventures
Illinois
$247K +$261K +6,123 New
AG
310
AlTi Global
New York
$244K +$258K +6,035 New
EMB
311
Elefante Mark B
$237K +$250K +5,860 New
TPI
312
Trust Point Inc
Wisconsin
$236K +$250K +5,848 New
MWM
313
Modern Wealth Management
Kansas
$236K +$29.6K +694 +13%
NME
314
Notis-McConarty Edward
$234K -$41.6K -975 -14%
SMA
315
Sage Mountain Advisors
Georgia
$228K -$13.6K -319 -5%
FLPIM
316
F.L. Putnam Investment Management
Massachusetts
$227K +$53K +1,241 +28%
HNB
317
Huntington National Bank
Ohio
$226K +$18.7K +438 +9%
William Blair & Company
318
William Blair & Company
Illinois
$225K +$238K +5,578 New
SWP
319
Sagespring Wealth Partners
Tennessee
$225K -$79.9K -1,872 -25%
PA
320
Parallel Advisors
California
$225K -$102K -2,396 -30%
ATPW
321
Ashton Thomas Private Wealth
Arizona
$223K +$12K +281 +5%
CIA
322
Choate Investment Advisors
Massachusetts
$221K +$234K +5,477 New
WC
323
Wexford Capital
Florida
$216K -$53.3K -1,248 -19%
TW
324
Traveka Wealth
California
$215K -$16.4K -385 -7%
OWA
325
Outlook Wealth Advisors
Texas
$214K +$5.72K +134 +3%