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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Angeles Wealth Management
California
$338K +$30.5K +128 +11%
FRA
627
Frank Rimerman Advisors
California
$337K -$39.1K -164 -11%
PPWP
628
Premier Path Wealth Partners
New Jersey
$337K +$38.4K +161 +14%
KFS
629
Keynote Financial Services
Connecticut
$337K
FCP
630
Fidelis Capital Partners
Florida
$330K +$27.4K +115 +11%
OQS
631
Occudo Quantitative Strategies
Florida
$328K -$788K -3,302 -72%
ACS
632
Archford Capital Strategies
Illinois
$326K +$301K +1,262 New
CAM
633
Creekmur Asset Management
Illinois
$324K +$78.7K +330 +36%
PPA
634
Painted Porch Advisors
California
$324K -$6.92K -29 -2%
CCIA
635
Campbell & Co Investment Adviser
Maryland
$321K -$463K -1,943 -61%
PCS
636
Personal CFO Solutions
New Jersey
$321K -$25.5K -107 -8%
MWM
637
Maridea Wealth Management
New York
$321K -$51.3K -215 -15%
OFG
638
OmniStar Financial Group
North Carolina
$319K +$22.9K +96 +8%
SWP
639
Stratos Wealth Partners
Ohio
$317K +$293K +1,227 New
ACA
640
Aptus Capital Advisors
Alabama
$316K -$1.67K -7 -0.6%
LS
641
Livforsakringsbolaget Skandia
Sweden
$315K
SYBT
642
Stock Yards Bank & Trust
Kentucky
$312K +$2.62K +11 +0.9%
WBC
643
Westpac Banking Corp
Australia
$312K -$4.43M -18,556 -94%
AWM
644
Aprio Wealth Management
Georgia
$311K -$106K -444 -27%
WA
645
Wealth Alliance
New York
$309K +$285K +1,196 New
HFS
646
Hantz Financial Services
Michigan
$307K -$9.85M -41,285 -97%
FFM
647
Forum Financial Management
Illinois
$307K -$81.1K -340 -22%
WC
648
Woodstock Corp
Massachusetts
$304K
PCA
649
Pallas Capital Advisors
Massachusetts
$303K -$459K -1,924 -62%
FW
650
FullCircle Wealth
Texas
$302K +$16.5K +69 +7%