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Name Holding Trade Value Shares
Change
Change in
Stake
MG
1051
Mather Group
Illinois
$337K -$49.2K -595 -11%
FCM
1052
Family Capital Management
Michigan
$336K +$24.3K +294 +7%
BCP
1053
Berkeley Capital Partners
Georgia
$335K -$411K -4,971 -51%
FAM
1054
Formidable Asset Management
Ohio
$332K -$620K -7,499 -62%
CIAS
1055
Capital Investment Advisory Services
North Carolina
$329K -$28.1K -340 -7%
JG
1056
Jain Global
New York
$328K +$381K +4,604 New
GWP
1057
Gateway Wealth Partners
Wisconsin
$328K +$381K +4,603 New
S
1058
SimplyRich
California
$328K
EPW
1059
Evolve Private Wealth
California
$326K -$11.6K -140 -3%
CFP
1060
Catalyst Financial Partners
Massachusetts
$326K +$35.6K +431 +10%
Koshinski Asset Management
1061
Koshinski Asset Management
Illinois
$325K -$19.3K -234 -5%
CYG
1062
Clean Yield Group
Vermont
$324K -$9.09K -110 -2%
TCA
1063
Transcend Capital Advisors
New Jersey
$323K -$5.62K -68 -1%
CI
1064
Cigna Investments
Connecticut
$322K -$9.92K -120 -3%
BAM
1065
Blueshift Asset Management
New Jersey
$321K +$372K +4,500 New
SAI
1066
Savvy Advisors Inc
New York
$320K -$347K -4,202 -48%
AIM
1067
Athena Investment Management
California
$319K
FNBOO
1068
First National Bank of Omaha
Nebraska
$317K
SFG
1069
SageGuard Financial Group
Tennessee
$317K -$28K -339 -7%
SAM
1070
Seelaus Asset Management
New Jersey
$317K +$367K +4,441 New
LCWP
1071
Legacy Capital Wealth Partners
Arkansas
$317K -$123K -1,483 -25%
IWA
1072
Invera Wealth Advisors
Oregon
$316K +$23.4K +283 +7%
SCM
1073
Stevens Capital Management
Pennsylvania
$313K +$362K +4,383 New
MSCM
1074
McElhenny Sheffield Capital Management
Texas
$313K -$35K -423 -9%
HVIA
1075
Hudson Valley Investment Advisors
New York
$312K -$66.1K -800 -15%