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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
926
TS Financial Group (TSFG)
Illinois
$1.59M -$3.41K -18 -0.1%
CRWM
927
Castle Rock Wealth Management
California
$1.58M +$777K +4,104 +71%
UIM
928
USS Investment Management
United Kingdom
$1.58M -$928K -4,900 -28%
DCM
929
Dupont Capital Management
Delaware
$1.57M -$260K -1,372 -10%
TFA
930
Teamwork Financial Advisors
Texas
$1.57M -$2.5M -13,215 -51%
WP
931
Westmount Partners
California
$1.56M +$2.4M +12,700 New
SFG
932
SNS Financial Group
Minnesota
$1.56M +$22.3K +118 +0.9%
MMPW
933
Mitchell McLeod Pugh & Williams
Alabama
$1.56M +$246K +1,299 +11%
MECA
934
Miller Equity Capital Advisors
Texas
$1.55M +$75.7K +400 +3%
PWP
935
Pursue Wealth Partners
California
$1.55M +$2.38M +12,578 New
NFG
936
Nations Financial Group
Iowa
$1.55M -$682K -3,603 -22%
CPIG
937
Chicago Partners Investment Group
Illinois
$1.54M +$339K +1,790 +30%
MPW
938
Monterey Private Wealth
California
$1.53M -$1.51K -8 -0.1%
FAT
939
First American Trust
California
$1.53M -$171K -902 -7%
CI Investments Inc
940
CI Investments Inc
Ontario, Canada
$1.53M +$2.35M +12,405 New
PAEMF
941
Panview Asian Equity Master Fund
Hong Kong
$1.53M -$94.7K -500 -4%
MWM
942
Merriman Wealth Management
Washington
$1.52M +$126K +663 +6%
WG
943
Watchman Group
Texas
$1.52M +$302K +1,596 +15%
EAM
944
EFG Asset Management
Oregon
$1.52M -$416K -2,195 -15%
FA
945
Fagan Associates
New York
$1.52M -$99.2K -524 -4%
IPAM
946
ICICI Prudential Asset Management
India
$1.51M +$1.01M +5,346 +78%
JSL
947
JT Stratford LLC
Georgia
$1.5M +$353K +1,863 +18%
PWMG
948
Prestige Wealth Management Group
New Jersey
$1.5M +$1.72M +9,089 +297%
PWP
949
Perfromance Wealth Partners
Illinois
$1.49M -$16.1M -85,147 -88%
TC
950
Tejara Capital
United Kingdom
$1.49M +$2.29M +12,100 New