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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1451
Bogart Wealth LLC
Virginia
$28.1M -$276K -1,193 -0.9%
SMA
1452
Sage Mountain Advisors
Georgia
$28.1M -$193K -833 -0.7%
HVIA
1453
Hudson Valley Investment Advisors
New York
$28.1M -$352K -1,518 -1%
LGWM
1454
Litman Gregory Wealth Management
California
$28M -$710K -3,063 -2%
IIC
1455
Ironwood Investment Counsel
Arizona
$28M -$1.4M -6,039 -5%
NM
1456
NWI Management
New York
$28M
FFP
1457
FourThought Financial Partners
Florida
$27.9M -$2.39M -10,297 -8%
CA
1458
Claro Advisors
Massachusetts
$27.9M +$344K +1,484 +1%
SFP
1459
Shepherd Financial Partners
Massachusetts
$27.9M +$1.73M +7,462 +6%
SEP
1460
Southland Equity Partners
Missouri
$27.8M -$10.7K -46 -0%
CNBT
1461
Canandaigua National Bank & Trust
New York
$27.8M -$2.33M -10,071 -7%
CIA
1462
CCM Investment Advisers
South Carolina
$27.8M -$1.53M -6,612 -5%
HW
1463
Hamilton Wealth
California
$27.7M -$2.15M -9,295 -7%
1W
1464
1776 Wealth
Georgia
$27.7M -$189K -817 -0.7%
RW
1465
RVW Wealth
California
$27.7M +$1.51M +6,535 +6%
NFGCM
1466
Norman Fields Gottscho Capital Management
New York
$27.7M -$3.59M -15,491 -11%
RPGK
1467
Retirement Planning Group (Kansas)
Kansas
$27.7M -$16.7K -72 -0.1%
MAM
1468
Mystic Asset Management
Rhode Island
$27.7M +$2.62M +11,322 +10%
GWSG
1469
GPS Wealth Strategies Group
Colorado
$27.6M -$1.55M -6,712 -5%
MSFS
1470
Main Street Financial Solutions
Pennsylvania
$27.6M -$770K -3,325 -3%
WWM
1471
Westwood Wealth Management
California
$27.6M -$2.53M -10,925 -8%
PA
1472
Perennial Advisors
New York
$27.5M -$417K -1,801 -1%
VV
1473
Verity & Verity
South Carolina
$27.5M -$372K -1,605 -1%
RIA
1474
Regal Investment Advisors
Michigan
$27.5M -$1.06M -4,590 -4%
HIC
1475
Holderness Investments Company
North Carolina
$27.5M -$76K -328 -0.3%