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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
MAI Capital Management
Ohio
$303K +$270K +1,150 New
AA
502
Auxano Advisors
Washington
$302K +$235 +1 +0.1%
FFM
503
Forum Financial Management
Illinois
$299K -$7.99K -34 -3%
AT
504
American Trust
Kentucky
$296K +$263K +1,120 New
CG
505
Caprock Group
Idaho
$295K +$263K +1,118 New
AFG
506
Atomi Financial Group
New York
$295K +$262K +1,116 New
RFP
507
Root Financial Partners
California
$293K +$260K +1,109 New
Focus Partners Wealth
508
Focus Partners Wealth
Massachusetts
$291K -$93K -396 -26%
IFG
509
Independent Financial Group
California
$289K -$415K -1,767 -62%
WB
510
West Bancorporation
Iowa
$288K +$256K +1,091 New
IIM
511
INTECH Investment Management
Florida
$286K -$356K -1,517 -58%
PWA
512
Phoenix Wealth Advisors
North Carolina
$285K
AG
513
AlTi Global
New York
$283K +$252K +1,074 New
IAN
514
Integrated Advisors Network
Texas
$279K +$248K +1,056 New
RI
515
Ridgewood Investments
New Jersey
$278K -$43.5K -185 -15%
CWP
516
Capital Wealth Planning
Florida
$277K +$246K +1,049 New
CL
517
Choreo LLC
Illinois
$276K +$245K +1,044 New
NRG
518
Nemes Rush Group
Michigan
$272K -$4.23K -18 -2%
BC
519
Bridgefront Capital
Texas
$272K -$408K -1,736 -63%
IWC
520
Integrated Wealth Concepts
Massachusetts
$271K +$241K +1,027 New
IAS
521
Insigneo Advisory Services
Florida
$271K +$241K +1,026 New
CW
522
CreativeOne Wealth
Kansas
$269K +$240K +1,020 New
AG
523
Algert Global
California
$269K -$57.3K -244 -19%
EWA
524
EverSource Wealth Advisors
Alabama
$263K +$32.2K +137 +17%
SWA
525
Stratos Wealth Advisors
Ohio
$262K +$233K +991 New