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Name Holding Trade Value Shares
Change
Change in
Stake
WTG
551
West Tower Group
Virginia
$356K +$310K +2,500 New
ICP
552
Interchange Capital Partners
Pennsylvania
$351K +$52.6K +425 +21%
MFS
553
Mirabella Financial Services
United Kingdom
$351K +$305K +2,466 New
GWM
554
GK Wealth Management
Nevada
$349K -$62.2K -502 -17%
CIA
555
Concurrent Investment Advisors
Florida
$348K +$303K +2,447 New
UB
556
UMB Bank
Missouri
$341K +$35.7K +288 +14%
CCFM
557
Clear Creek Financial Management
Washington
$341K +$297K +2,395 New
AWM
558
Apollon Wealth Management
South Carolina
$339K +$295K +2,381 New
IFWM
559
Institute for Wealth Management
Colorado
$338K -$20.4K -165 -6%
BM
560
Brandywine Managers
Delaware
$335K
CIA
561
Cladis Investment Advisory
Montana
$334K
SW
562
SkyOak Wealth
Michigan
$332K +$372 +3 +0.1%
CAP
563
Cordoba Advisory Partners
New York
$332K +$289K +2,332 New
DADC
564
D.A. Davidson & Co
Montana
$331K +$2.73K +22 +1%
LA
565
LVW Advisors
New York
$329K -$9.41K -76 -3%
PWM
566
Palumbo Wealth Management
New York
$327K +$20.8K +168 +8%
MG
567
Marex Group
$327K -$216K -1,745 -43%
AIA
568
Affinity Investment Advisors
California
$327K -$971K -7,839 -77%
TG
569
TCW Group
California
$326K +$284K +2,295 New
BCI
570
Brinker Capital Investments
Pennsylvania
$325K +$5.57K +45 +2%
CMBA
571
C.M. Bidwell & Associates
Hawaii
$324K -$8.67K -70 -3%
AG
572
Algert Global
California
$323K +$281K +2,270 New
TBT
573
Texas Bank & Trust
Texas
$320K
SFCL
574
Strengthening Families & Communities LLC
Massachusetts
$319K
AFP
575
Ausdal Financial Partners
Iowa
$319K -$32.7K -264 -11%