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Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
976
GC Wealth Management RIA
Massachusetts
$437K +$425K +5,309 New
AA
977
Advisory Alpha
Michigan
$437K +$45.7K +572 +12%
BFO
978
Boston Family Office
Massachusetts
$435K
JSW
979
Journey Strategic Wealth
New Jersey
$433K +$48.5K +607 +13%
Bessemer Group
980
Bessemer Group
New Jersey
$433K -$34.6K -433 -8%
PWM
981
Perigon Wealth Management
California
$433K -$10.1K -126 -2%
MWM
982
MGB Wealth Management
Texas
$432K
WC
983
Waterloo Capital
Texas
$431K +$21K +262 +5%
QP
984
Quartz Partners
New York
$430K +$418K +5,227 New
WA
985
Waddell & Associates
Tennessee
$430K -$5.52K -69 -1%
SAM
986
Smartleaf Asset Management
Massachusetts
$428K +$175K +2,184 +72%
MA
987
MKT Advisors
California
$427K +$720 +9 +0.2%
TPI
988
Trust Point Inc
Wisconsin
$427K -$65.3K -816 -14%
MSFS
989
Main Street Financial Solutions
Pennsylvania
$426K -$72.2K -903 -15%
FNBOMD
990
First National Bank of Mount Dora
Florida
$424K +$5.36K +67 +1%
SWP
991
Strategic Wealth Partners
Ohio
$421K -$30.5K -382 -7%
SFWC
992
Strategic Family Wealth Counselors
New Jersey
$421K +$960 +12 +0.2%
SIA
993
Strategic Investment Advisors
Michigan
$416K -$39.9K -499 -9%
S
994
SignatureFD
Georgia
$415K +$30.7K +384 +8%
CT
995
Chicago Trust
Illinois
$413K +$640 +8 +0.2%
PWM
996
Partnership Wealth Management
Maryland
$412K
CFM
997
Catalyst Funds Management
Australia
$412K +$400K +5,000 New
Koshinski Asset Management
998
Koshinski Asset Management
Illinois
$409K -$41.7K -522 -10%
MMPW
999
Mitchell McLeod Pugh & Williams
Alabama
$408K +$480 +6 +0.1%
CIAS
1000
Capital Investment Advisory Services
North Carolina
$407K +$12.1K +151 +3%