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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1501
Invenio Wealth Partners
Florida
$294K -$1.86K -15 -0.7%
ACM
1502
Avalon Capital Management
California
$293K
QWP
1503
Quotient Wealth Partners
Texas
$293K -$59.1K -476 -18%
CWM
1504
Cherrydale Wealth Management
New Jersey
$292K +$267K +2,147 New
CIS
1505
Continental Investors Services
Washington
$291K
AT
1506
Arvest Trust
Oklahoma
$291K +$266K +2,142 New
XSC
1507
X-Square Capital
Puerto Rico
$291K
AWAU
1508
Alliance Wealth Advisors (Utah)
Utah
$288K +$19.3K +155 +8%
PWM
1509
Prosperity Wealth Management
California
$286K +$261K +2,105 New
CL
1510
CIM LLC
New York
$286K
GSIAS
1511
Garden State Investment Advisory Services
New Jersey
$286K +$3.97K +32 +2%
SIG
1512
Sky Investment Group
Connecticut
$286K
JSW
1513
Journey Strategic Wealth
New Jersey
$284K +$259K +2,087 New
KFGK
1514
Keystone Financial Group (Kentucky)
Kentucky
$283K +$258K +2,078 New
MCM
1515
Monarch Capital Management
Indiana
$281K +$10.1K +81 +4%
FIA
1516
FNY Investment Advisers
New York
$280K +$256K +2,065 New
CD
1517
Chapin Davis
Maryland
$280K +$256K +2,058 New
CCA
1518
Cobblestone Capital Advisors
New York
$280K
IW
1519
Imprint Wealth
South Carolina
$280K +$246K +1,977 New
Bank of Nova Scotia
1520
Bank of Nova Scotia
Ontario, Canada
$279K -$8.13M -65,427 -97%
SFG
1521
SNS Financial Group
Minnesota
$279K +$254K +2,045 New
TBC
1522
Ted Buchan & Co
California
$279K +$255K +2,051 New
STA
1523
Summit Trail Advisors
New York
$278K +$253K +2,035 New
VFA
1524
Values First Advisors
Tennessee
$278K -$371K -2,991 -59%
D
1525
Diversified
Delaware
$277K +$13.8K +111 +6%