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Name Holding Trade Value Shares
Change
Change in
Stake
PFW
976
Petros Family Wealth
Minnesota
$331K +$34.3K +221 +12%
PFA
977
Pathway Financial Advisers
Indiana
$328K +$11.2K +72 +4%
MCA
978
MSH Capital Advisors
Arizona
$327K +$319K +2,059 New
TCWA
979
Turtle Creek Wealth Advisors
Texas
$326K +$59.4K +383 +23%
FWP
980
Forefront Wealth Partners
Texas
$324K +$25.3K +163 +9%
SACTSONJ
981
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$322K -$19.2K -124 -6%
JSL
982
JT Stratford LLC
Georgia
$322K +$315K +2,030 New
KV
983
Kickstand Ventures
New York
$322K +$89.5K +577 +40%
BRWA
984
B. Riley Wealth Advisors
Florida
$320K -$603K -3,884 -66%
RCAG
985
Rehmann Capital Advisory Group
Michigan
$320K +$56.3K +363 +22%
CTB
986
Country Trust Bank
Illinois
$319K +$3.41K +22 +1%
AWM
987
Arista Wealth Management
Nevada
$318K +$311K +2,005 New
LIP
988
Lighthouse Investment Partners
Florida
$318K +$311K +2,004 New
MWM
989
Modern Wealth Management
Kansas
$318K +$311K +2,003 New
MW
990
MBL Wealth
North Carolina
$318K -$16.6K -107 -5%
DT
991
DV Trading
Illinois
$317K +$310K +2,000 New
PWG
992
Private Wealth Group
Florida
$317K – – –
LAS
993
Legacy Advisory Services
Pennsylvania
$316K -$29K -187 -9%
DIA
994
Dana Investment Advisors
Wisconsin
$316K -$89.8K -579 -23%
PGF
995
Plan Group Financial
Oklahoma
$316K – – –
HCM
996
Howard Capital Management
Georgia
$313K +$306K +1,970 New
Luther King Capital Management (LKCM)
997
Luther King Capital Management (LKCM)
Texas
$312K +$305K +1,968 New
IF
998
Intrua Financial
Texas
$310K +$303K +1,956 New
TPA
999
Trivium Point Advisory
Connecticut
$310K +$303K +1,954 New
PP
1000
PDS Planning
Ohio
$310K -$6.52K -42 -2%