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Name Holding Trade Value Shares
Change
Change in
Stake
FCP
1501
Fidelis Capital Partners
Florida
$295K +$270K +2,170 New
IWP
1502
Invenio Wealth Partners
Florida
$294K -$1.86K -15 -0.7%
ACM
1503
Avalon Capital Management
California
$293K – – –
QWP
1504
Quotient Wealth Partners
Texas
$293K -$59.1K -476 -18%
CWM
1505
Cherrydale Wealth Management
New Jersey
$292K +$267K +2,147 New
CIS
1506
Continental Investors Services
Washington
$291K – – –
AT
1507
Arvest Trust
Oklahoma
$291K +$266K +2,142 New
XSC
1508
X-Square Capital
Puerto Rico
$291K – – –
AWAU
1509
Alliance Wealth Advisors (Utah)
Utah
$288K +$19.3K +155 +8%
PWM
1510
Prosperity Wealth Management
California
$286K +$261K +2,105 New
CL
1511
CIM LLC
New York
$286K – – –
GSIAS
1512
Garden State Investment Advisory Services
New Jersey
$286K +$3.97K +32 +2%
SIG
1513
Sky Investment Group
Connecticut
$286K – – –
JSW
1514
Journey Strategic Wealth
New Jersey
$284K +$259K +2,087 New
KFGK
1515
Keystone Financial Group (Kentucky)
Kentucky
$283K +$258K +2,078 New
MCM
1516
Monarch Capital Management
Indiana
$281K +$10.1K +81 +4%
FIA
1517
FNY Investment Advisers
New York
$280K +$256K +2,065 New
CD
1518
Chapin Davis
Maryland
$280K +$256K +2,058 New
CCA
1519
Cobblestone Capital Advisors
New York
$280K – – –
IW
1520
Imprint Wealth
South Carolina
$280K +$246K +1,977 New
Bank of Nova Scotia
1521
Bank of Nova Scotia
Ontario, Canada
$279K -$8.13M -65,427 -97%
SFG
1522
SNS Financial Group
Minnesota
$279K +$254K +2,045 New
TBC
1523
Ted Buchan & Co
California
$279K +$255K +2,051 New
STA
1524
Summit Trail Advisors
New York
$278K +$253K +2,035 New
VFA
1525
Values First Advisors
Tennessee
$278K -$371K -2,991 -59%