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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
976
Premier Path Wealth Partners
New Jersey
$946K +$128K +1,786 +17%
AWM
977
Axxcess Wealth Management
California
$945K +$552K +7,683 +167%
ARG
978
Advisory Resource Group
Oklahoma
$943K -$94.8K -1,320 -10%
RWB
979
RMR Wealth Builders
New Jersey
$943K +$879K +12,246 New
CFGS
980
Concourse Financial Group Securities
Alabama
$942K -$145K -2,025 -14%
HSA
981
HBK Sorce Advisory
Pennsylvania
$939K -$20.8K -290 -2%
WAP
982
Wealthcare Advisory Partners
Pennsylvania
$935K -$94.7K -1,319 -10%
9WM
983
9258 Wealth Management
Ohio
$931K -$3.09K -43 -0.4%
DC
984
DeDora Capital
California
$929K +$612K +8,532 +242%
EWM
985
Empirical Wealth Management
Washington
$927K +$70.4K +981 +9%
DA
986
Doliver Advisors
Texas
$921K -$50.5K -704 -6%
CCIA
987
Campbell & Co Investment Adviser
Maryland
$920K -$716K -9,978 -46%
WIM
988
WealthPlan Investment Management
Nebraska
$919K +$155K +2,157 +22%
MFIM
989
Mesirow Financial Investment Management
Illinois
$917K +$467K +6,509 +120%
CCG
990
Catalina Capital Group
California
$917K +$855K +11,912 New
ITC
991
Inspire Trust Company
Nevada
$917K +$359K +5,005 +73%
QCIG
992
Quad-Cities Investment Group
Iowa
$914K -$7.18K -100 -0.8%
WIS
993
Wright Investors Service
Connecticut
$914K +$191K +2,655 +29%
VEA
994
Virtus ETF Advisers
New York
$907K +$846K +11,781 New
HIA
995
Harbor Investment Advisory
Maryland
$906K +$44.6K +622 +6%
OPWM
996
Oxinas Partners Wealth Management
Indiana
$903K -$54.9K -765 -6%
EWA
997
Evolution Wealth Advisors
Florida
$894K +$196K +2,734 +31%
Kovitz Investment Group Partners
998
Kovitz Investment Group Partners
Illinois
$888K +$828K +11,534 New
SCI
999
Stableford Capital II
Arizona
$888K +$828K +11,532 New
FTIS
1000
First Trust Investment Solutions
Florida
$885K +$66K +920 +9%