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Name Holding Trade Value Shares
Change
Change in
Stake
SFI Advisors
3276
SFI Advisors
New Jersey
$8.02M +$80.1K +280 +1%
RIA Advisory Group
3277
RIA Advisory Group
Iowa
$8.01M +$447K +1,564 +6%
Pin Oak Investment Advisors
3278
Pin Oak Investment Advisors
Texas
$8.01M +$15.4K +54 +0.2%
SFG
3279
Sather Financial Group
Texas
$8M +$979K +3,422 +14%
Great Diamond Partners
3280
Great Diamond Partners
Maine
$8M -$166K -579 -2%
MWA Asset Management
3281
MWA Asset Management
Massachusetts
$7.98M -$15.7K -55 -0.2%
Financial Gravity Companies
3282
Financial Gravity Companies
Texas
$7.97M +$7.88M +27,558 New
CMP
3283
Christine Messmer PC
Pennsylvania
$7.96M +$89K +311 +1%
CIG
3284
Cascade Investment Group
Colorado
$7.95M -$60.9K -213 -0.8%
Berkshire Money Management
3285
Berkshire Money Management
Massachusetts
$7.94M +$69.8K +244 +0.9%
Hoxton Planning & Management
3286
Hoxton Planning & Management
West Virginia
$7.93M +$29.5K +103 +0.4%
HWMC
3287
Heritage Wealth Management (California)
California
$7.91M +$205K +715 +3%
MW Advisory
3288
MW Advisory
Georgia
$7.91M +$7.82M +27,350 New
IF
3289
Integrity Financial
Wyoming
$7.91M -$1.48M -5,174 -16%
Indie Asset Partners
3290
Indie Asset Partners
Indiana
$7.91M -$33.5K -117 -0.4%
Goldstein Advisors
3291
Goldstein Advisors
Wisconsin
$7.91M +$1.33M +4,660 +21%
Rose Capital Advisors
3292
Rose Capital Advisors
Florida
$7.89M +$7.8M +27,284 New
MOR Wealth Management
3293
MOR Wealth Management
Pennsylvania
$7.89M +$232K +811 +3%
Marest Capital
3294
Marest Capital
California
$7.89M +$52.6K +184 +0.7%
Petros Family Wealth
3295
Petros Family Wealth
Minnesota
$7.89M +$174K +608 +2%
Transcendent Capital Group
3296
Transcendent Capital Group
Oklahoma
$7.89M +$32.3K +113 +0.4%
Lakeridge Wealth Management
3297
Lakeridge Wealth Management
Ohio
$7.88M +$152K +530 +2%
South Plains Financial
3298
South Plains Financial
Texas
$7.87M -$78.1K -273 -1%
MKC
3299
M. Kraus & Co
Vermont
$7.86M – – –
U.S. Wealth Group
3300
U.S. Wealth Group
New York
$7.86M -$267K -932 -3%