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Name Holding Trade Value Shares
Change
Change in
Stake
FTC
601
Farmers Trust Company
Ohio
$343K
GWP
602
Gateway Wealth Partners
Wisconsin
$342K +$343K +4,185 New
CW
603
CreativeOne Wealth
Kansas
$340K +$25.4K +310 +8%
TCA
604
Transcend Capital Advisors
New Jersey
$338K -$10.2K -125 -3%
CFSG
605
Community Financial Services Group
Vermont
$337K +$337K +4,112 New
EP
606
Essential Partners
California
$335K -$70.2K -857 -17%
WWC
607
Waypoint Wealth Counsel
Georgia
$333K -$58.5K -715 -15%
CI
608
CX Institutional
Indiana
$327K -$28.1K -343 -8%
PS
609
Planned Solutions
California
$325K
AWM
610
Aprio Wealth Management
Georgia
$325K +$27.8K +340 +9%
SWP
611
Stratos Wealth Partners
Ohio
$324K -$3.19K -39 -1%
VA
612
VestGen Advisors
Illinois
$323K +$61.6K +753 +26%
WA
613
Wealth Alliance
New York
$322K -$14.2K -174 -4%
ASN
614
Advisory Services Network
Georgia
$321K +$9.82K +120 +3%
BWP
615
Balboa Wealth Partners
Arizona
$319K -$573 -7 -0.2%
SL
616
Sentinus LLC
Illinois
$319K -$8.92K -109 -3%
NSIM
617
North Star Investment Management
Illinois
$317K -$24.1K -294 -7%
Brown Advisory
618
Brown Advisory
Maryland
$313K +$30.3K +370 +11%
BPW
619
BlueDoor Private Wealth
Massachusetts
$307K +$21.1K +258 +7%
HNB
620
Hilltop National Bank
Wyoming
$304K
PCG
621
Prosperity Consulting Group
Maryland
$303K +$8.43K +103 +3%
JWA
622
JFS Wealth Advisors
Pennsylvania
$303K
AAP
623
Arax Advisory Partners
Colorado
$300K +$129K +1,581 +77%
CIA
624
Concurrent Investment Advisors
Florida
$299K -$2.46K -30 -0.8%
AA
625
AlphaCentric Advisors
Puerto Rico
$291K +$291K +3,557 New