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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
701
Turtle Creek Wealth Advisors
Texas
$223K +$14.5K +58 +6%
SACTSONJ
702
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$222K +$246K +988 New
PDL
703
Portfolio Design Labs
California
$220K +$245K +982 New
IFWM
704
Institute for Wealth Management
Colorado
$220K -$3.49K -14 -1%
SSCM
705
Sovereign's Capital Management
Georgia
$214K -$618K -2,480 -72%
JSW
706
Journey Strategic Wealth
New Jersey
$213K +$28.9K +116 +14%
MM
707
MQS Management
New York
$211K -$124K -497 -35%
FFA
708
Florida Financial Advisors
Florida
$211K +$234K +940 New
GAM
709
Groupama Asset Management
France
$211K -$383K -1,537 -62%
CFP
710
Catalyst Financial Partners
Massachusetts
$211K +$23.2K +93 +11%
HC
711
Hara Capital
Washington
$209K – – –
SW
712
SkyOak Wealth
Michigan
$207K -$20.2K -81 -8%
PFM
713
Patton Fund Management
Texas
$207K – – –
KWA
714
Kingswood Wealth Advisors
California
$206K +$1.99K +8 +0.9%
SQA
715
Simon Quick Advisors
New Jersey
$205K +$997 +4 +0.4%
ACS
716
Archford Capital Strategies
Illinois
$204K -$39.4K -158 -15%
TCA
717
Transcend Capital Advisors
New Jersey
$204K +$226K +908 New
DWM
718
Dynasty Wealth Management
Florida
$204K +$226K +907 New
FMI
719
Frec Markets Inc
California
$203K +$225K +904 New
SPIA
720
Steward Partners Investment Advisory
New York
$202K -$58.1K -233 -21%
PTC
721
Private Trust Company
Ohio
$194K – – –
WETS
722
Wealth Enhancement Trust Services
South Dakota
$186K +$204K +819 +9,100%
ICCON
723
Investment Counsel Company of Nevada
Nevada
$180K – – –
QC
724
Quent Capital
New York
$178K -$2.24K -9 -1%
MG
725
Mather Group
Illinois
$160K +$178K +714 New