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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
SC
807
Syon Capital
California
$296K +$251K +1,485 New
C
808
Certuity
Florida
$295K +$251K +1,484 New
EA
809
Everpar Advisors
Oklahoma
$295K +$250K +1,481 New
CA
810
Cornerstone Advisory
Maryland
$293K -$8.45K -50 -3%
Fayez Sarofim & Co
811
Fayez Sarofim & Co
Texas
$292K +$211K +1,250 New
CIA
812
Concurrent Investment Advisors
Florida
$291K +$247K +1,463 New
SMFG
813
Sumitomo Mitsui Financial Group
Japan
$291K -$658K -3,894 -73%
PCS
814
Personal CFO Solutions
New Jersey
$288K +$6.93K +41 +3%
SIG
815
Spinnaker Investment Group
California
$288K
MWM
816
Meridian Wealth Management
Kentucky
$288K +$244K +1,446 New
CA
817
Clearstead Advisors
Ohio
$287K -$204K -1,204 -46%
IP
818
Ignite Planners
California
$287K +$256K +1,515 New
SBIA
819
Sheaff Brock Investment Advisors
Indiana
$283K -$24.5K -145 -9%
VI
820
Versor Investments
New York
$280K -$1.06M -6,296 -82%
RMC
821
Regis Management Company
California
$279K
VC
822
Veracity Capital
Georgia
$279K +$237K +1,401 New
KPWS
823
Kestra Private Wealth Services
Texas
$278K +$236K +1,397 New
MIM
824
Moseley Investment Management
Florida
$272K -$65.4K -387 -22%
FNBT
825
FineMark National Bank & Trust
Florida
$272K