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Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
1326
National Wealth Management Group
Ohio
$372K +$141K +879 +62%
ATFA
1327
All Terrain Financial Advisors
Minnesota
$371K
TWP
1328
Tyche Wealth Partners
Texas
$371K -$1.45K -9 -0.4%
ACM
1329
Aspen Capital Management
Idaho
$370K
RCA
1330
Riverview Capital Advisers
Massachusetts
$368K -$36.4K -227 -9%
ZWA
1331
Zinnia Wealth Advisory
Florida
$366K +$365K +2,276 New
Capstone Investment Advisors
1332
Capstone Investment Advisors
New York
$366K +$140K +869 +62%
ADL
1333
Asset Dedication LLC
California
$366K +$142K +884 +64%
RSWM
1334
Robertson Stephens Wealth Management
California
$366K -$1.24M -7,722 -77%
CCMG
1335
Clark Capital Management Group
Pennsylvania
$365K +$37.7K +235 +12%
LCM
1336
Legato Capital Management
California
$364K +$364K +2,264 New
JF
1337
JSF Financial
California
$364K -$20.6K -128 -5%
KFGK
1338
Keystone Financial Group (Kentucky)
Kentucky
$364K +$73.1K +455 +25%
CFP
1339
Cypress Financial Planning
New Jersey
$363K
5NPW
1340
55 North Private Wealth
Florida
$362K +$361K +2,249 New
MCIA
1341
Mountain Capital Investment Advisors
Colorado
$362K -$4.5K -28 -1%
NRC
1342
New Republic Capital
North Carolina
$361K +$360K +2,240 New
NAS
1343
NWF Advisory Services
California
$360K
PP
1344
Patron Partners
Texas
$359K +$28.6K +178 +9%
JC
1345
Jacobs & Co
California
$358K
MMM
1346
Mendel Money Management
Illinois
$354K
QPBE
1347
Quintet Private Bank (Europe)
Luxembourg
$354K
CP
1348
Canopy Partners
Ohio
$353K +$3.21K +20 +0.9%
SI
1349
Stonekeep Investments
New Mexico
$353K +$3.05K +19 +0.9%
SB
1350
Simmons Bank
Arkansas
$352K -$19.3K -120 -5%