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Name Holding Trade Value Shares
Change
Change in
Stake
AP
951
Americana Partners
Texas
$351K -$29.8K -122 -7%
FP
952
Fiduciary Planning
Florida
$351K
HA
953
Huntleigh Advisors
Missouri
$350K +$2.44K +10 +0.6%
LHWM
954
Lake Hills Wealth Management
Texas
$350K -$54.4K -223 -12%
WPW
955
Watershed Private Wealth
Illinois
$349K +$78.6K +322 +25%
VCM
956
Virtue Capital Management
Tennessee
$348K -$492K -2,014 -56%
NF
957
Nikulski Financial
Iowa
$348K +$387K +1,587 New
SOS
958
Silver Oak Securities
Tennessee
$347K +$4.88K +20 +1%
LAM
959
L2 Asset Management
Massachusetts
$347K +$49.5K +203 +15%
PCS
960
Personal CFO Solutions
New Jersey
$346K +$20.5K +84 +6%
IWA
961
Icon Wealth Advisors
Texas
$346K +$130K +531 +51%
KIA
962
Kraematon Investment Advisors
Massachusetts
$345K +$4.15K +17 +1%
GI
963
GAMMA Investing
California
$344K +$141K +577 +58%
TCWM
964
Total Clarity Wealth Management
Illinois
$337K +$7.32K +30 +2%
BCA
965
Bay Colony Advisors
Massachusetts
$336K +$374K +1,533 New
FFA
966
Florida Financial Advisors
Florida
$334K +$62.7K +257 +20%
ASC
967
Atalanta Sosnoff Capital
New York
$332K -$26.1M -106,889 -99%
SAG
968
SageView Advisory Group
California
$332K -$105K -430 -22%
MWM
969
Moran Wealth Management
Florida
$331K -$50.5K -207 -12%
II
970
Inspire Investing
Idaho
$328K +$32.2K +132 +10%
GCM
971
Gables Capital Management
Florida
$324K
PWM
972
Prosperity Wealth Management
California
$324K +$360K +1,475 New
KAM
973
Knightsbridge Asset Management
California
$323K +$116K +474 +47%
SIG
974
Spinnaker Investment Group
California
$322K
EFS
975
Essex Financial Services
Connecticut
$319K +$5.86K +24 +2%