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Name Holding Trade Value Shares
Change
Change in
Stake
LMFP
1126
Larry Mathis Financial Planning
Arizona
$254K +$240K +6,620 New
DAS
1127
Dynamic Advisor Solutions
Arizona
$254K -$47.5K -1,309 -17%
GM
1128
GeoWealth Management
Illinois
$252K +$18.6K +512 +8%
WWM
1129
Western Wealth Management
Colorado
$252K -$67K -1,847 -22%
IAS
1130
Insigneo Advisory Services
Florida
$250K -$297K -8,197 -56%
XWL
1131
XXI Wealth LLC
Illinois
$250K +$236K +6,509 New
WG
1132
Welch Group
Alabama
$249K +$4.24K +117 +2%
BT
1133
Banque Transatlantique
France
$249K -$12.6K -348 -5%
CI Investments Inc
1134
CI Investments Inc
Ontario, Canada
$249K -$168K -4,641 -42%
PAW
1135
Plan A Wealth
Nebraska
$248K +$22.9K +631 +11%
Empower Advisory Group
1136
Empower Advisory Group
Colorado
$247K -$75.7K -2,088 -24%
WCM
1137
Winthrop Capital Management
Indiana
$247K -$120K -3,314 -34%
RC
1138
Rexford Capital
Texas
$245K +$4.35K +120 +2%
MYIA
1139
Mount Yale Investment Advisors
Colorado
$245K +$230K +6,343 New
AGA
1140
Arkos Global Advisors
Texas
$245K -$57.6K -1,590 -20%
Federated Hermes
1141
Federated Hermes
Pennsylvania
$245K -$580K -15,987 -71%
CHJWM
1142
Carlton Hofferkamp & Jenks Wealth Management
Texas
$244K +$3.63K +100 +2%
RPCONE
1143
Retirement Planning Company of New England
Rhode Island
$243K +$230K +6,333 New
Fiera Capital (Canada)
1144
Fiera Capital (Canada)
Quebec, Canada
$243K +$229K +6,325 New
VAS
1145
Vestmark Advisory Solutions
Massachusetts
$242K +$229K +6,317 New
IF
1146
IRON Financial
Illinois
$242K -$2.54K -70 -1%
RCAG
1147
Rehmann Capital Advisory Group
Michigan
$241K +$227K +6,272 New
LWANC
1148
Laurel Wealth Advisors (North Carolina)
North Carolina
$241K +$227K +6,274 New
BP
1149
BBR Partners
New York
$240K -$3.37K -93 -1%
FMP
1150
Financial Management Professionals
Texas
$240K +$145 +4 +0.1%