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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1851
PBMares Wealth Management
Virginia
$606K +$101K +2,502 +21%
Group One Trading
1852
Group One Trading
Illinois
$606K +$592K +14,686 New
MAG
1853
MRA Advisory Group
New Jersey
$606K +$98.6K +2,447 +20%
MW
1854
MBL Wealth
North Carolina
$605K +$29.3K +728 +5%
CCP
1855
Cassia Capital Partners
North Carolina
$604K -$51.4K -1,276 -8%
RCMF
1856
RK Capital Management (Florida)
Florida
$602K +$588K +14,600 New
QFA
1857
Quantum Financial Advisors
California
$601K +$18.7K +463 +3%
AFM
1858
Abbot Financial Management
Massachusetts
$598K -$2.02K -50 -0.3%
MM
1859
MQS Management
New York
$597K +$584K +14,479 New
PA
1860
Prossimo Advisors
California
$597K +$4.43K +110 +0.8%
AF
1861
Aldebaran Financial
$596K -$127K -3,150 -18%
CFA
1862
CWS Financial Advisors
Michigan
$594K -$26.6K -661 -4%
SI
1863
Seeds Investor
New York
$593K +$229K +5,674 +65%
OIM
1864
Oder Investment Management
California
$593K -$29.5K -732 -5%
CA
1865
Capital Advantage
California
$590K – – –
OFS
1866
OneAscent Financial Services
Alabama
$589K +$13.8K +343 +2%
DG
1867
DMC Group
Alabama
$588K +$64.4K +1,599 +13%
PCA
1868
Pallas Capital Advisors
Massachusetts
$587K +$210K +5,207 +60%
LAS
1869
Lloyd Advisory Services
Georgia
$586K -$838K -20,801 -59%
AC
1870
Apella Capital
Connecticut
$586K +$35.6K +883 +7%
AWM
1871
Aprio Wealth Management
Georgia
$586K +$265K +6,581 +86%
SAM
1872
Summit Asset Management
Tennessee
$584K +$26.2K +651 +5%
FWM
1873
Focused Wealth Management
New York
$584K -$12.5K -309 -2%
AF
1874
Arrow Financial
New York
$584K +$151K +3,746 +36%
SEIA
1875
Signature Estate & Investment Advisors
California
$581K +$239K +5,923 +73%