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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1301
Mission Wealth Management
California
$1.23M -$126K -652 -10%
XT
1302
XTX Topco
Cayman Islands
$1.22M +$70.6K +365 +6%
SFA
1303
Souders Financial Advisors
Ohio
$1.22M -$156K -804 -11%
TSWM
1304
Tyler-Stone Wealth Management
Ohio
$1.22M -$46.4K -240 -4%
FW
1305
FullCircle Wealth
Texas
$1.21M -$36.2K -187 -3%
NIG
1306
NFJ Investment Group
Texas
$1.2M +$521K +2,690 +79%
SA
1307
SRN Advisors
Pennsylvania
$1.2M +$96.8K +500 +9%
MIP
1308
Marietta Investment Partners
Wisconsin
$1.2M -$6K -31 -0.5%
FTWA
1309
Fifth Third Wealth Advisors
Ohio
$1.19M +$90.4K +467 +8%
CAG
1310
Csenge Advisory Group
Florida
$1.19M -$24K -124 -2%
PWP
1311
Principle Wealth Partners
Connecticut
$1.19M +$5.22K +27 +0.4%
TSMHT
1312
Thurston Springer Miller Herd & Titak
Indiana
$1.19M +$319K +1,650 +38%
OCM
1313
Orleans Capital Management
Louisiana
$1.19M +$58.1K +300 +6%
WEG
1314
World Equity Group
Illinois
$1.18M +$607K +3,134 +110%
PP
1315
Prudential plc
United Kingdom
$1.18M -$154K -795 -12%
UB
1316
UMB Bank
Missouri
$1.18M -$177K -913 -13%
HFS
1317
Howard Financial Services
Texas
$1.18M +$558K +2,885 +94%
CRWM
1318
Castle Rock Wealth Management
California
$1.17M -$208K -1,077 -16%
NFG
1319
Norris Financial Group
South Carolina
$1.17M +$45.7K +236 +4%
NIM
1320
Northeast Investment Management
Massachusetts
$1.17M +$289K +1,495 +34%
MG
1321
Mather Group
Illinois
$1.16M +$159K +822 +16%
JCM
1322
Jacobi Capital Management
Pennsylvania
$1.15M +$581 +3 +0.1%
IA
1323
IFG Advisory
Georgia
$1.15M +$1.13M +5,832 New
PBK
1324
Peoples Bank (Kansas)
Kansas
$1.15M -$94.8K -490 -8%
FRM
1325
Fox Run Management
Connecticut
$1.15M +$57.5K +297 +5%