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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1126
Kelleher Financial Advisors
New York
$316K +$141K +1,266 +59%
LWPC
1127
Legacy Wealth Partners (California)
California
$314K -$117K -1,050 -24%
MCCP
1128
Mission Creek Capital Partners
California
$312K
IFWM
1129
Institute for Wealth Management
Colorado
$312K +$373K +3,357 New
YIA
1130
YHB Investment Advisors
Connecticut
$311K -$18.2K -164 -5%
HC
1131
Hourglass Capital
Texas
$310K
IFAM
1132
Institutional & Family Asset Management
Colorado
$306K -$49.3K -444 -12%
SC
1133
SouthState Corp
Florida
$305K
WTB
1134
Washington Trust Bank
Washington
$305K +$46K +414 +14%
QPWM
1135
Quadrant Private Wealth Management
Pennsylvania
$305K +$364K +3,282 New
AFP
1136
Ausdal Financial Partners
Iowa
$304K +$1.55K +14 +0.5%
AIC
1137
Ameritas Investment Company
Nebraska
$302K +$362K +3,256 New
LWA
1138
Lenox Wealth Advisors
New York
$301K +$888 +8 +0.2%
Jones Financial Companies
1139
Jones Financial Companies
Missouri
$300K +$16.7K +150 +5%
VWA
1140
Visionary Wealth Advisors
Illinois
$299K -$10.8K -97 -3%
WEC
1141
Winslow Evans & Crocker
Massachusetts
$298K -$421K -3,790 -54%
CCFM
1142
Clear Creek Financial Management
Washington
$298K +$303K +2,726 New
DIA
1143
Dean Investment Associates
Ohio
$297K -$423K -3,808 -54%
BAM
1144
Belpointe Asset Management
Nevada
$297K -$407K -3,661 -53%
SW
1145
SteelPeak Wealth
California
$295K -$63.3K -570 -15%
CPIG
1146
Chicago Partners Investment Group
Illinois
$295K +$38.5K +347 +15%
LOPW
1147
Live Oak Private Wealth
North Carolina
$294K +$351K +3,161 New
APP
1148
Avantax Planning Partners
Iowa
$293K +$27.2K +245 +8%
BA
1149
Ballew Advisors
Mississippi
$292K
TPW
1150
TL Private Wealth
Texas
$291K -$72.2K -650 -20%