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Name Holding Trade Value Shares
Change
Change in
Stake
SW
251
Simplicity Wealth
New Jersey
$26.4K +$25K +11,731 New
PCM
252
Park Capital Management
Wisconsin
$25.5K +$24.1K +11,325 New
FPN
253
Financial Planning Navigators
Minnesota
$25.4K +$24K +11,281 New
SW
254
SVB Wealth
Massachusetts
$24.9K +$23.5K +11,048 New
AG
255
Ascent Group
Virginia
$24.4K -$7.12K -3,346 -24%
VFG
256
Victory Financial Group
Texas
$24.3K +$23K +10,815 New
JG
257
Jain Global
New York
$24.3K +$23K +10,802 New
NRC
258
New Republic Capital
North Carolina
$24.2K +$22.8K +10,737 New
William Blair & Company
259
William Blair & Company
Illinois
$24.1K -$50.7K -23,813 -69%
OCFG
260
O'Connor Financial Group
Illinois
$23.2K +$22K +10,329 New
KCM
261
Kathmere Capital Management
Pennsylvania
$23.1K -$4.12K -1,938 -16%
WCFA
262
Walkner Condon Financial Advisors
Wisconsin
$22.9K -$1.69K -792 -7%
ACA
263
Affinity Capital Advisors
California
$22.8K -$2.63K -1,237 -9%
W
264
WealthCollab
Washington
$22.5K +$21.3K +10,007 New
Group One Trading
265
Group One Trading
Illinois
$21.9K +$6.41K +3,014 +45%
BIA
266
Bell Investment Advisors
California
$20.5K -$2.29K -1,075 -11%
AssetMark Inc
267
AssetMark Inc
California
$19.7K +$12.5K +5,882 +204%
FC
268
Financial Consulate
Maryland
$16.9K +$8.09K +3,805 +102%
APFP
269
Action Point Financial Planning
Michigan
$16K +$15.1K +7,101 New
CFM
270
Cornerstone Financial Management
Massachusetts
$15K +$8.38K +3,940 +144%
NSIM
271
North Star Investment Management
Illinois
$11.8K +$3.21K +1,507 +40%
PWA
272
Physician Wealth Advisors
Utah
$10.9K +$4.17K +1,960 +68%
IWC
273
Integrated Wealth Concepts
Massachusetts
$8.28K -$16.3K -7,679 -68%
BP
274
BNP Paribas
France
$7.91K
RWM
275
Raffa Wealth Management
District of Columbia
$6.26K +$3.52K +1,653 +146%