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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
5001
Voya Financial Advisors
Connecticut
$1.9M +$7.52K +28 +0.4%
JPG
5002
Jordan Park Group
California
$1.9M
SIC
5003
Schwartz Investment Counsel
Michigan
$1.9M
CIM
5004
Catalyst Investment Management
New Hampshire
$1.9M +$1.88M +6,999 New
JFG
5005
Juno Financial Group
Virginia
$1.9M +$1.87M +6,980 New
BI
5006
Beckerman Institutional
New Jersey
$1.9M
LWA
5007
Lifelong Wealth Advisors
Minnesota
$1.89M +$21.5K +80 +1%
TP
5008
Trailhead Planners
Minnesota
$1.89M +$1.87M +6,951 New
SGC
5009
Slocum, Gordon & Co
Rhode Island
$1.89M
IWAO
5010
Independence Wealth Advisors (Ohio)
Ohio
$1.89M +$1.86M +6,945 New
HKAM
5011
Horizon Kinetics Asset Management
New York
$1.89M -$110K -408 -6%
EARNEST Partners
5012
EARNEST Partners
Georgia
$1.88M +$4.03K +15 +0.2%
EP
5013
Essential Planning
New Hampshire
$1.88M +$2.42K +9 +0.1%
EP
5014
Essential Partners
California
$1.87M +$142K +528 +8%
MAG
5015
Mokosak Advisory Group
Iowa
$1.87M +$1.07K +4 +0.1%
AA
5016
Advisory Advocates
Michigan
$1.87M +$1.84M +6,862 New
EFIC
5017
Eliot Finkel Investment Counsel
California
$1.86M
GWA
5018
Gibson Wealth Advisors
Texas
$1.86M +$268 +1 +0%
1CP
5019
1015 Capital Partners
Pennsylvania
$1.86M +$1.83M +6,824 New
ECM
5020
Ebert Capital Management
California
$1.85M +$1.92M +7,148 New
AFP
5021
ATX Financial Planning
Texas
$1.85M +$1.82M +6,796 New
SA
5022
SRH Advisors
Kansas
$1.84M +$268 +1 +0%
G
5023
Gainplan
Michigan
$1.83M +$355K +1,322 +24%
WHCFA
5024
William Howard & Co Financial Advisors
Tennessee
$1.83M
AIA
5025
Alternative Investment Advisors
Florida
$1.83M +$196K +731 +12%