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Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
1026
Victory Financial Group
Texas
$6.91M +$446K +1,122 +7%
PP
1027
PDS Planning
Ohio
$6.9M +$254K +638 +4%
SWM
1028
Spire Wealth Management
Virginia
$6.87M -$441K -1,108 -6%
HIM
1029
Hillsdale Investment Management
Ontario, Canada
$6.85M -$919K -2,310 -12%
NB
1030
Nicolet Bankshares
Wisconsin
$6.81M +$805K +2,025 +14%
EPW
1031
Evolve Private Wealth
California
$6.79M -$4.68M -11,779 -42%
FWA
1032
Flagship Wealth Advisors
Massachusetts
$6.79M +$5.27M +13,254 +458%
WG
1033
Watchman Group
Texas
$6.75M -$22.7K -57 -0.4%
EAM
1034
Erste Asset Management
Austria
$6.74M +$580K +1,458 +10%
PFGIA
1035
Patriot Financial Group Insurance Agency
Massachusetts
$6.73M -$4.5M -11,303 -41%
CWS
1036
Cypress Wealth Services
California
$6.73M +$156K +392 +3%
WMP
1037
Wealth Management Partners
Arizona
$6.72M +$173K +436 +3%
SIG
1038
Sargent Investment Group
Maryland
$6.69M +$507K +1,274 +9%
KA
1039
Kercheville Advisors
Texas
$6.69M +$31.8K +80 +0.5%
FCA
1040
Fortis Capital Advisors
Kansas
$6.68M +$451K +1,135 +8%
JF
1041
Jump Financial
Illinois
$6.68M -$21.4M -53,866 -77%
PL
1042
Perpetual Ltd
Australia
$6.68M +$332K +834 +6%
AWA
1043
Acumen Wealth Advisors
Tennessee
$6.67M +$2.59M +6,502 +70%
HIP
1044
Harrell Investment Partners
Texas
$6.61M +$106K +266 +2%
NIP
1045
Nicholas Investment Partners
California
$6.58M -$1.58M -3,964 -20%
FFN
1046
Focus Financial Network
Minnesota
$6.56M -$208K -524 -3%
MS
1047
Madden Securities
Texas
$6.56M +$220K +553 +4%
SAG
1048
SageView Advisory Group
California
$6.55M -$99.8K -251 -2%
HWA
1049
HCR Wealth Advisors
California
$6.55M +$91.9K +231 +2%
C
1050
Certuity
Florida
$6.52M -$626K -1,573 -9%
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