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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
751
King Wealth Management Group
Florida
$282K +$7.24K +49 +2%
CCM
752
Coldstream Capital Management
Washington
$279K +$4.87K +33 +2%
CA
753
Cresta Advisors
Texas
$277K – – –
BIG
754
Brooklyn Investment Group
New York
$276K – – –
CIAS
755
Capital Investment Advisory Services
North Carolina
$272K +$75.3K +510 +34%
BFG
756
Bleakley Financial Group
New Jersey
$271K -$736K -4,984 -71%
HCM
757
Harvey Capital Management
Florida
$270K – – –
LAI
758
Legal Advantage Investments
California
$270K +$73.8K +500 +33%
SW
759
Simplicity Wealth
New Jersey
$269K -$738K -4,994 -72%
USCWA
760
U.S. Capital Wealth Advisors
Texas
$268K -$10.3K -70 -3%
CSPIA
761
Cary Street Partners Investment Advisory
Virginia
$268K -$11.7K -79 -4%
EH
762
Equitable Holdings
New York
$264K +$84K +569 +41%
II
763
Inspire Investing
Idaho
$263K -$116K -785 -29%
CWM
764
Congress Wealth Management
Massachusetts
$262K +$70K +474 +32%
QI
765
Qtron Investments
Massachusetts
$262K -$135K -916 -32%
RI
766
Ridgewood Investments
New Jersey
$261K +$61.9K +419 +28%
SFG
767
SevenBridge Financial Group
Pennsylvania
$260K -$5.91K -40 -2%
HAG
768
HighPoint Advisor Group
Illinois
$260K -$4.13K -28 -1%
DAS
769
Dynamic Advisor Solutions
Arizona
$259K -$3.1K -21 -1%
DIM
770
DC Investments Management
Virginia
$259K – – –
S
771
SignatureFD
Georgia
$258K -$196K -1,326 -41%
MCP
772
Mirador Capital Partners
California
$257K +$281K +1,901 New
AFG
773
Allegheny Financial Group
Pennsylvania
$253K -$1.18K -8 -0.4%
KIA
774
Kraematon Investment Advisors
Massachusetts
$251K – – –
BHPW
775
Beverly Hills Private Wealth
California
$250K -$7.97K -54 -3%