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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
651
Tradition Wealth Management
Minnesota
$358K +$1.37K +4 +0.4%
CCA
652
Childress Capital Advisors
Texas
$356K +$103K +302 +41%
TA
653
TFB Advisors
Kansas
$353K +$8.89K +26 +3%
CIA
654
Choate Investment Advisors
Massachusetts
$352K
API
655
Asset Planning Inc
California
$348K
CPC
656
Cookson Peirce & Co
Pennsylvania
$347K +$67.4K +197 +24%
MWS
657
MFA Wealth Services
California
$347K -$78.6K -230 -19%
BIA
658
Beacon Investment Advisors
Maryland
$346K +$1.37K +4 +0.4%
WA
659
WBH Advisory
Maryland
$345K
JF
660
Jump Financial
Illinois
$345K +$133K +390 +64%
SAM
661
Smartleaf Asset Management
Massachusetts
$345K -$17.4K -51 -5%
LWAM
662
Legacy Wealth Asset Management
Minnesota
$344K +$3.76K +11 +1%
PWM
663
Perigon Wealth Management
California
$343K +$26.7K +78 +9%
AWM
664
AE Wealth Management
Kansas
$342K +$16.4K +48 +5%
PS
665
Planned Solutions
California
$341K +$5.13K +15 +2%
IA
666
IFP Advisors
Florida
$339K -$69.1K -202 -17%
VVP
667
Venture Visionary Partners
Ohio
$339K +$2.39K +7 +0.7%
ATPW
668
Ashton Thomas Private Wealth
Arizona
$339K +$78K +228 +30%
OAG
669
Oakmont Advisory Group
New Mexico
$338K +$335K +980 New
JWM
670
Jessup Wealth Management
Ohio
$335K
MCP
671
Martin Capital Partners
Oregon
$333K +$4.45K +13 +1%
DT
672
Diversified Trust
Tennessee
$332K +$15.4K +45 +5%
LIM
673
Longfellow Investment Management
Massachusetts
$331K +$328K +960 New
WP
674
Woodline Partners
California
$329K +$326K +954 New
PAM
675
Panagora Asset Management
Massachusetts
$326K