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Name Holding Trade Value Shares
Change
Change in
Stake
DC
301
DeDora Capital
California
$386K +$2.27K +12 +0.5%
TCWM
302
Total Clarity Wealth Management
Illinois
$386K -$48.5K -256 -10%
RCG
303
Ridge Creek Global
Ohio
$384K -$5.68K -30 -1%
TPI
304
Trust Point Inc
Wisconsin
$379K +$13.4K +71 +3%
WCA
305
Westover Capital Advisors
Delaware
$378K
SFS
306
Sowell Financial Services
Arkansas
$378K -$103K -542 -19%
CAM
307
Campion Asset Management
Virginia
$378K +$3.41K +18 +0.8%
CTC
308
Cetera Trust Company
Minnesota
$377K
AG
309
Ascent Group
Virginia
$374K -$56.1K -296 -12%
Envestnet Portfolio Solutions
310
Envestnet Portfolio Solutions
Illinois
$373K -$11.4K -60 -3%
RWA
311
River Wealth Advisors
Pennsylvania
$373K -$19.7K -104 -4%
SWP
312
Sagespring Wealth Partners
Tennessee
$372K -$270K -1,425 -39%
CAL
313
Capital Analysts LLC
Pennsylvania
$372K -$24.6K -130 -6%
CA
314
Clearstead Advisors
Ohio
$363K +$365K +1,925 +837%
FSA
315
Fort Sheridan Advisors
Illinois
$359K -$10K -53 -2%
AI
316
Atria Investments
North Carolina
$353K -$452K -2,387 -53%
NHC
317
Nicholas Hoffman & Company
Georgia
$347K +$13.8K +73 +4%
SCP
318
Sivia Capital Partners
California
$338K -$705K -3,724 -65%
KOC
319
Koss-Olinger Consulting
Florida
$338K -$8.52K -45 -2%
MYIA
320
Mount Yale Investment Advisors
Colorado
$336K -$41.5K -219 -10%
CH
321
Cromwell Holdings
Wyoming
$334K
DCM
322
Dorato Capital Management
Colorado
$332K
CAM
323
Cresset Asset Management
Illinois
$329K -$170K -898 -32%
SI
324
Stephens Inc
Arkansas
$326K +$39.4K +208 +12%
DAM
325
DLD Asset Management
New York
$326K +$366K +1,934 New