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Name Holding Trade Value Shares
Change
Change in
Stake
WFP
1501
Worthington Financial Partners
Ohio
$1.88M +$1.82M +6,197 New
GDP
1502
Great Diamond Partners
Maine
$1.88M -$25.5K -87 -1%
SG
1503
StoneX Group
New York
$1.88M +$293K +999 +19%
4WM
1504
44 Wealth Management
Oregon
$1.87M -$132K -451 -7%
HR
1505
Hardy Reed
Mississippi
$1.87M +$46.9K +160 +3%
WCM
1506
Windsor Capital Management
Arizona
$1.87M -$97.1K -331 -5%
MFP
1507
Meridian Financial Partners
Virginia
$1.86M -$16.7K -57 -1%
NEOS Investment Management
1508
NEOS Investment Management
Connecticut
$1.84M -$3.43M -11,681 -66%
TA
1509
TKG Advisors
Indiana
$1.83M -$152K -517 -8%
BPMC
1510
Buckland Partners Management Co
New York
$1.83M +$1.76M +6,000 New
C
1511
Certuity
Florida
$1.82M +$145K +494 +9%
PFU
1512
Parus Finance (UK)
United Kingdom
$1.82M -$55.5K -189 -3%
GFG
1513
Greystone Financial Group
Michigan
$1.82M -$121K -413 -6%
RCM
1514
Riverpark Capital Management
New York
$1.82M +$105K +358 +6%
OCM
1515
Orleans Capital Management
Louisiana
$1.82M +$282K +960 +19%
TCM
1516
Traynor Capital Management
Pennsylvania
$1.81M +$154K +526 +10%
Journey Strategic Wealth
1517
Journey Strategic Wealth
New Jersey
$1.8M -$241K -823 -12%
CGL
1518
Clarius Group LLC
Washington
$1.8M +$129K +440 +8%
TCA
1519
Transcend Capital Advisors
New Jersey
$1.8M +$293K +997 +20%
Smartleaf Asset Management
1520
Smartleaf Asset Management
Massachusetts
$1.8M +$232K +789 +15%
SGWP
1521
Sun Group Wealth Partners
California
$1.8M +$1.74M +5,918 New
Capital Advisors Inc
1522
Capital Advisors Inc
Oklahoma
$1.79M +$700K +2,386 +68%
Glenview Trust
1523
Glenview Trust
Kentucky
$1.79M -$83.6K -285 -5%
SI
1524
Seeds Investor
New York
$1.79M -$13.5K -46 -0.8%
MA
1525
MONECO Advisors
Connecticut
$1.79M -$70.7K -241 -4%