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Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
751
Aristotle Capital Management
California
$278K +$261K +691 New
RFN
752
RDA Financial Network
Iowa
$278K -$2.27K -6 -0.9%
PVI
753
Pine Valley Investments
New Jersey
$275K +$24.2K +64 +10%
3IP
754
3Chopt Investment Partners
Virginia
$275K -$6.05K -16 -2%
KFS
755
Kelly Financial Services
Massachusetts
$274K +$3.78K +10 +1%
SQA
756
Simon Quick Advisors
New Jersey
$273K -$15.5K -41 -6%
GWM
757
Geneos Wealth Management
Colorado
$272K – – –
FB
758
Fulton Bank
Pennsylvania
$272K – – –
CFO
759
Callan Family Office
Pennsylvania
$270K +$17.4K +46 +7%
MWP
760
Madison Wealth Partners
Wisconsin
$268K +$5.29K +14 +2%
BAM
761
BTS Asset Management
Massachusetts
$265K +$249K +658 New
DWM
762
Diversify Wealth Management
Utah
$265K -$34.4K -91 -12%
DAS
763
Diversify Advisory Services
Utah
$265K +$246K +650 New
JWCA
764
J.W. Cole Advisors
Florida
$264K +$248K +657 New
WAP
765
Wealthcare Advisory Partners
Pennsylvania
$264K +$248K +657 New
WTC
766
WhitTier Trust Company
Nevada
$263K -$1.13K -3 -0.5%
PCA
767
Pallas Capital Advisors
Massachusetts
$262K – – –
V
768
VeraBank
Texas
$262K – – –
PTP
769
Platform Technology Partners
New York
$260K +$245K +647 New
WAS
770
Wealth Advisory Solutions
Indiana
$260K +$244K +646 New
CWG
771
Cornerstone Wealth Group
North Carolina
$256K +$240K +636 New
WAM
772
Weatherly Asset Management
California
$256K – – –
SWM
773
Steinberganna Wealth Management
New York
$254K +$1.51K +4 +0.6%
NIM
774
Northeast Investment Management
Massachusetts
$252K – – –
KCM
775
Kennedy Capital Management
Missouri
$249K -$14.4K -38 -6%