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Name Holding Trade Value Shares
Change
Change in
Stake
LCG
4551
Lakeshore Capital Group
Illinois
$2.36M +$2.22M +9,428 New
BAS
4552
Brueske Advisory Services
Washington
$2.36M +$2.22M +9,425 New
RPGNY
4553
Retirement Planning Group (New York)
New York
$2.36M +$2.22M +9,412 New
SIA
4554
Sovereign Investment Advisors
Arizona
$2.35M +$2.21M +9,390 New
FWM
4555
FMA Wealth Management
Massachusetts
$2.35M -$229K -972 -9%
DWS
4556
Discipline Wealth Solutions
South Carolina
$2.35M +$173K +733 +8%
CWA
4557
Cornerstone Wealth Advisors
Minnesota
$2.35M +$943 +4 +0%
SIA
4558
SkyView Investment Advisors
New Jersey
$2.34M +$1.66M +7,044 +305%
EFP
4559
EnRich Financial Partners
Wisconsin
$2.34M -$236 -1 -0%
OWM
4560
OneAscent Wealth Management
Alabama
$2.34M +$96.4K +409 +5%
PFC
4561
Phocas Financial Corp
California
$2.34M +$2.2M +9,325 New
SWMG
4562
Signature Wealth Management Group
Georgia
$2.33M +$54K +229 +3%
GG
4563
GenWealth Group
New Jersey
$2.33M -$75.7K -321 -3%
HG
4564
Harbor Group
New Hampshire
$2.33M -$15.1K -64 -0.7%
FI
4565
FWG Investments
Kentucky
$2.33M +$25K +106 +1%
HWM
4566
HFG Wealth Management
Texas
$2.33M +$86.3K +366 +4%
RWM
4567
Rezny Wealth Management
Florida
$2.33M +$39.8K +169 +2%
EFS
4568
Econ Financial Services
Pennsylvania
$2.32M +$2.19M +9,284 New
BA
4569
Bellwether Advisors
Nebraska
$2.32M +$205K +871 +10%
WIM
4570
Waycross Investment Management
Washington
$2.32M -$15.6K -66 -0.7%
PIM
4571
Provident Investment Management
Michigan
$2.32M +$236 +1 +0%
TWM
4572
Trinity Wealth Management
Pennsylvania
$2.32M -$22.2K -94 -1%
WA
4573
Wealthstar Advisors
Texas
$2.32M +$2.18M +9,254 New
SA
4574
Stewardship Advisors
Pennsylvania
$2.31M +$102K +432 +5%
GFL
4575
Granite FO LLC
New Hampshire
$2.31M