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Name Holding Trade Value Shares
Change
Change in
Stake
PDL
701
Portfolio Design Labs
California
$220K +$245K +982 New
IFWM
702
Institute for Wealth Management
Colorado
$220K -$3.49K -14 -1%
SSCM
703
Sovereign's Capital Management
Georgia
$214K -$618K -2,480 -72%
JSW
704
Journey Strategic Wealth
New Jersey
$213K +$28.9K +116 +14%
MM
705
MQS Management
New York
$211K -$124K -497 -35%
FFA
706
Florida Financial Advisors
Florida
$211K +$234K +940 New
GAM
707
Groupama Asset Management
France
$211K -$383K -1,537 -62%
CFP
708
Catalyst Financial Partners
Massachusetts
$211K +$23.2K +93 +11%
HC
709
Hara Capital
Washington
$209K
SW
710
SkyOak Wealth
Michigan
$207K -$20.2K -81 -8%
PFM
711
Patton Fund Management
Texas
$207K
KWA
712
Kingswood Wealth Advisors
California
$206K +$1.99K +8 +0.9%
SQA
713
Simon Quick Advisors
New Jersey
$205K +$997 +4 +0.4%
ACS
714
Archford Capital Strategies
Illinois
$204K -$39.4K -158 -15%
TCA
715
Transcend Capital Advisors
New Jersey
$204K +$226K +908 New
DWM
716
Dynasty Wealth Management
Florida
$204K +$226K +907 New
FMI
717
Frec Markets Inc
California
$203K +$225K +904 New
SPIA
718
Steward Partners Investment Advisory
New York
$202K -$58.1K -233 -21%
PTC
719
Private Trust Company
Ohio
$194K
WETS
720
Wealth Enhancement Trust Services
South Dakota
$186K +$204K +819 +9,100%
ICCON
721
Investment Counsel Company of Nevada
Nevada
$180K
QC
722
Quent Capital
New York
$178K -$2.24K -9 -1%
MG
723
Mather Group
Illinois
$160K +$178K +714 New
ST
724
Smithfield Trust
Pennsylvania
$159K +$2.49K +10 +1%
TFIPS
725
Towarzystwo Funduszy Inwestycyjnych PZU SA
$156K -$28.4K -114 -14%