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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
726
Portside Wealth Group
Utah
$226K +$194K +1,094 New
SG
727
StoneX Group
New York
$224K +$203K +1,146 New
FMLI
728
Fukoku Mutual Life Insurance
Japan
$223K +$191K +1,080 New
GC
729
Garde Capital
Washington
$222K +$191K +1,077 New
HAG
730
HF Advisory Group
Maryland
$221K +$190K +1,073 New
SFC
731
SYM Financial Corp
Indiana
$221K +$190K +1,073 New
Capstone Investment Advisors
732
Capstone Investment Advisors
New York
$221K -$1.41M -7,928 -88%
DJYG
733
David J. Yvars Group
Florida
$221K +$190K +1,070 New
CFP
734
Catalyst Financial Partners
Massachusetts
$220K +$189K +1,065 New
MMPW
735
Mitchell McLeod Pugh & Williams
Alabama
$217K +$186K +1,050 New
GWM
736
GK Wealth Management
Nevada
$215K +$185K +1,042 New
STP
737
Science & Technology Partners
New York
$214K +$183K +1,035 New
SF
738
Summit Financial
New Jersey
$213K +$183K +1,034 New
3IP
739
3Chopt Investment Partners
Virginia
$213K +$183K +1,030 New
1IA
740
1620 Investment Advisors
Massachusetts
$211K -$8.33K -47 -4%
IP
741
Ignite Planners
California
$210K +$180K +1,018 New
LWM
742
Laidlaw Wealth Management
New York
$206K +$177K +1,000 New
ZIG
743
Zullo Investment Group
Pennsylvania
$206K +$177K +1,000 New
FIA
744
Foundations Investment Advisors
Arizona
$204K -$109K -614 -38%
EWP
745
Elevation Wealth Partners
California
$203K +$48.9K +276 +39%
AAM
746
Advisors Asset Management
Colorado
$203K +$60.5K +341 +53%
AssetMark Inc
747
AssetMark Inc
California
$202K +$27.5K +155 +19%
CCA
748
Childress Capital Advisors
Texas
$201K +$173K +975 New
AAB
749
ABN AMRO Bank
Netherlands
$201K +$179K +1,010 New
T
750
TOBAM
France
$188K -$1.34M -7,536 -89%