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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
801
Rehmann Capital Advisory Group
Michigan
$305K +$30.3K +179 +13%
JWCA
802
J.W. Cole Advisors
Florida
$304K -$256K -1,514 -50%
IWA
803
Icon Wealth Advisors
Texas
$299K +$254K +1,505 New
HA
804
Harbor Advisors
Florida
$299K – – –
PPWP
805
Premier Path Wealth Partners
New Jersey
$298K +$253K +1,495 New
QWM
806
Quadcap Wealth Management
Texas
$298K +$253K +1,495 New
C
807
Certuity
Florida
$295K +$251K +1,484 New
EA
808
Everpar Advisors
Oklahoma
$295K +$250K +1,481 New
CA
809
Cornerstone Advisory
Maryland
$293K -$8.45K -50 -3%
Fayez Sarofim & Co
810
Fayez Sarofim & Co
Texas
$292K +$211K +1,250 New
CIA
811
Concurrent Investment Advisors
Florida
$291K +$247K +1,463 New
SMFG
812
Sumitomo Mitsui Financial Group
Japan
$291K -$658K -3,894 -73%
PCS
813
Personal CFO Solutions
New Jersey
$288K +$6.93K +41 +3%
SIG
814
Spinnaker Investment Group
California
$288K – – –
MWM
815
Meridian Wealth Management
Kentucky
$288K +$244K +1,446 New
CA
816
Clearstead Advisors
Ohio
$287K +$20K +118 +9%
IP
817
Ignite Planners
California
$287K +$256K +1,515 New
SBIA
818
Sheaff Brock Investment Advisors
Indiana
$283K -$24.5K -145 -9%
VI
819
Versor Investments
New York
$280K -$1.06M -6,296 -82%
RMC
820
Regis Management Company
California
$279K – – –
VC
821
Veracity Capital
Georgia
$279K +$237K +1,401 New
KPWS
822
Kestra Private Wealth Services
Texas
$278K +$236K +1,397 New
MIM
823
Moseley Investment Management
Florida
$272K -$65.4K -387 -22%
FNBT
824
FineMark National Bank & Trust
Florida
$272K – – –
MFS
825
Mirabella Financial Services
United Kingdom
$271K +$230K +1,362 New