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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1026
Gryphon Financial Partners
Ohio
$422K -$5.03K -34 -1%
PIA
1027
Pinion Investment Advisors
Kansas
$419K -$122K -822 -22%
IFWM
1028
Institute for Wealth Management
Colorado
$419K -$121K -819 -22%
IAIM
1029
Industrial Alliance Investment Management
Quebec, Canada
$418K
NFG
1030
Nations Financial Group
Iowa
$416K +$11.7K +79 +3%
CF
1031
Copperwynd Financial
Arizona
$416K -$43.4K -293 -9%
SHFA
1032
SC&H Financial Advisors
Maryland
$415K -$16.3K -110 -4%
MC
1033
Middleton & Co
Massachusetts
$413K +$417K +2,819 New
CWM
1034
Catalyst Wealth Management
Georgia
$413K +$417K +2,815 New
CI
1035
CX Institutional
Indiana
$410K +$176K +1,190 +74%
MM
1036
MQS Management
New York
$404K +$69K +466 +20%
HL
1037
HeadInvest LLC
Maine
$403K -$36.8K -249 -8%
SIG
1038
Stonegate Investment Group
Alabama
$403K -$1.23M -8,343 -75%
RWA
1039
Ropes Wealth Advisors
Massachusetts
$403K -$14.7K -99 -3%
IFS
1040
Ifrah Financial Services
Arkansas
$402K -$12.3K -83 -3%
SCG
1041
Sonata Capital Group
Washington
$401K -$148 -1 -0%
BFS
1042
Bard Financial Services
Connecticut
$399K -$53.3K -360 -12%
CF
1043
Centaurus Financial
California
$399K -$12.4K -84 -3%
KC
1044
Kenfarb & Co
Kentucky
$396K
WEG
1045
World Equity Group
Illinois
$395K -$36.7K -248 -8%
DTL
1046
Dynamic Technology Lab
Singapore
$393K +$397K +2,681 New
LSPW
1047
Lake Street Private Wealth
Illinois
$391K +$71.8K +485 +22%
MWM
1048
Mission Wealth Management
California
$390K +$104K +705 +36%
ICM
1049
IMS Capital Management
Oregon
$390K
MP
1050
McDonald Partners
Ohio
$385K +$38.2K +258 +11%