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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1601
McKinley Carter Wealth Services
West Virginia
$849K +$6.25K +10 +0.7%
STA
1602
Summit Trail Advisors
New York
$849K +$92.5K +148 +11%
WWM
1603
Wolff Wiese Magana
California
$848K +$3.75K +6 +0.4%
CG
1604
CFO4Life Group
Texas
$847K +$48.1K +77 +5%
RIM
1605
Redwood Investment Management
Arizona
$845K +$563K +900 +153%
1WM
1606
1900 Wealth Management
Texas
$843K +$929K +1,487 New
PA
1607
Procyon Advisors
Connecticut
$840K +$363K +581 +64%
PFG
1608
PAX Financial Group
Texas
$838K +$16.9K +27 +2%
WCM
1609
Windward Capital Management
California
$831K -$6.25K -10 -0.7%
DA
1610
DSC Advisors
Illinois
$830K +$26.9K +43 +3%
9WM
1611
9258 Wealth Management
Ohio
$830K +$38.1K +61 +4%
RFA
1612
Reilly Financial Advisors
California
$826K +$55.6K +89 +7%
AWE
1613
Avidian Wealth Enterprises
Texas
$826K +$123K +197 +16%
OIS
1614
Okabena Investment Services
Minnesota
$823K -$119K -191 -12%
CCC
1615
Crescent Capital Consulting
Louisiana
$823K
VWM
1616
Vigilare Wealth Management
Arizona
$823K +$39.4K +63 +5%
XT
1617
XTX Topco
Cayman Islands
$821K -$521K -833 -37%
RMDI
1618
R.M. Davis Inc
Maine
$821K
Cohen & Steers
1619
Cohen & Steers
New York
$820K +$348K +556 +62%
EMG
1620
ETF Managers Group
New Jersey
$818K +$41.3K +66 +5%
GWANC
1621
Guardian Wealth Advisors (North Carolina)
North Carolina
$815K +$899K +1,438 New
WCA
1622
Waypoint Capital Advisors
Minnesota
$814K +$897K +1,435 New
CHP
1623
Cable Hill Partners
Oregon
$813K +$80.6K +129 +10%
RIG
1624
Ramiah Investment Group
Wisconsin
$810K +$893K +1,429 New
AIM
1625
Aspen Investment Management
Michigan
$810K -$407K -651 -31%