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Name Holding Trade Value Shares
Change
Change in
Stake
FFN
1151
Focus Financial Network
Minnesota
$805K -$19.2K -191 -2%
BWA
1152
Basecamp Wealth Advisors
Washington
$797K +$22.2K +220 +3%
WETS
1153
Wealth Enhancement Trust Services
South Dakota
$796K -$221K -2,192 -22%
TYCC
1154
Texas Yale Capital Corp
Florida
$795K +$45.3K +450 +6%
TCBWMS
1155
Texas Capital Bank Wealth Management Services
Texas
$794K -$18.6K -185 -2%
FCP
1156
Fidelis Capital Partners
Florida
$792K -$51.6K -512 -6%
IMC Chicago
1157
IMC Chicago
Illinois
$791K +$779K +7,740 New
JCM
1158
Jag Capital Management
Missouri
$788K +$101 +1 +0%
PIA
1159
Perennial Investment Advisors
California
$785K -$20.4K -203 -3%
JRPIM
1160
Journey Retirement Planning & Investment Management
Idaho
$783K -$74.9K -744 -9%
BWM
1161
Bluebird Wealth Management
Massachusetts
$779K -$20.9K -208 -3%
TAM
1162
Titleist Asset Management
Texas
$777K -$253K -2,515 -25%
VCM
1163
Versant Capital Management
Arizona
$776K -$91.4K -908 -11%
WBC
1164
Westpac Banking Corp
Australia
$774K -$98K -973 -11%
BB
1165
Burford Brothers
Texas
$773K +$5.84K +58 +0.8%
SFG
1166
Synergy Financial Group
California
$771K -$9.06K -90 -1%
HIMS
1167
Hager Investment Management Services
New Hampshire
$771K +$699K +6,940 +1,151%
LPT
1168
Legacy Private Trust
Wisconsin
$770K +$379K +3,762 +100%
CFG
1169
Chapman Financial Group
Hawaii
$766K -$111K -1,100 -13%
CAG
1170
Csenge Advisory Group
Florida
$766K -$32.7K -325 -4%
KNW
1171
Kesler Norman & Wride
Utah
$765K -$44.5K -442 -6%
PW
1172
Paladin Wealth
Minnesota
$762K -$54.8K -544 -7%
BCPWM
1173
Bradley & Co Private Wealth Management
Florida
$759K
RCA
1174
Resonant Capital Advisors
Wisconsin
$759K -$9.67K -96 -1%
NIM
1175
Northeast Investment Management
Massachusetts
$757K +$393K +3,898 +111%