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Name Holding Trade Value Shares
Change
Change in
Stake
CG
4026
Cutler Group
California
$972K +$680K +4,760 +175%
MS
4027
Mizuho Securities
Japan
$972K -$5.82M -40,714 -84%
EGWAG
4028
Elwood & Goetz Wealth Advisory Group
Georgia
$971K -$22.3K -156 -2%
AA
4029
Axiom Advisory
California
$970K -$8.57K -60 -0.8%
HCA
4030
Heck Capital Advisors
Wisconsin
$969K +$14.9K +104 +1%
DCM
4031
Davidson Capital Management
Texas
$968K -$134K -940 -11%
FSWA
4032
Financial Synergies Wealth Advisors
Texas
$967K +$11.6K +81 +1%
ARIS
4033
Advanced Research Investment Solutions
California
$967K -$366K -2,562 -26%
GWM
4034
GoalFusion Wealth Management
Texas
$960K +$951K +6,656 New
FC
4035
FCA Corp
Texas
$960K
RAG
4036
RIA Advisory Group
Iowa
$959K +$1.5M +10,482 New
GC
4037
Gibson Capital
Pennsylvania
$958K -$288K -2,016 -21%
LGWM
4038
Litman Gregory Wealth Management
California
$957K -$15.7K -110 -1%
M
4039
MYeCFO
California
$947K +$1.04M +7,289 New
EMG
4040
ETF Managers Group
New Jersey
$947K -$855K -5,984 -45%
PWM
4041
Prentice Wealth Management
New York
$943K -$5.14K -36 -0.5%
FA
4042
Financial Alternatives
California
$942K +$1.04M +7,249 New
DF
4043
Donoghue Forlines
Massachusetts
$938K -$112K -781 -10%
SWMG
4044
Sanchez Wealth Management Group
Florida
$935K +$1.29K +9 +0.1%
KWM
4045
Kanen Wealth Management
Florida
$933K
SCA
4046
Sippican Capital Advisors
Massachusetts
$932K -$15.7K -110 -2%
SWM
4047
Sanctuary Wealth Management
Idaho
$928K +$10.6K +74 +1%
EARNEST Partners
4048
EARNEST Partners
Georgia
$928K
RCM
4049
Requisite Capital Management
Texas
$928K
SC
4050
Sonen Capital
California
$927K +$73.3K +513 +8%