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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
1676
Richardson Financial Services
Massachusetts
$995K
SC
1677
Shearwater Capital
Colorado
$994K
AIM
1678
Allen Investment Management
New York
$994K -$8.58M -15,650 -89%
PFPT
1679
Pinnacle Financial Partners (Tennessee)
Tennessee
$993K -$290K -528 -22%
AWP
1680
Accretive Wealth Partners
New Jersey
$993K -$57K -104 -5%
NFC
1681
Northeast Financial Consultants
Connecticut
$989K +$7.68K +14 +0.7%
KWM
1682
Kolinsky Wealth Management
New Jersey
$988K -$49.9K -91 -5%
MCM
1683
Mitchell Capital Management
Kansas
$987K -$145K -264 -12%
LA
1684
Lynch & Associates
Indiana
$984K +$86.1K +157 +9%
PGCM
1685
Prescott Group Capital Management
Oklahoma
$984K
AGP
1686
Autumn Glory Partners
Texas
$981K
VWM
1687
Valley Wealth Managers
New Jersey
$980K +$305K +557 +42%
AFP
1688
Ausdal Financial Partners
Iowa
$978K -$12.6K -23 -1%
GPA
1689
Guerra Pan Advisors
New Jersey
$978K
HCM
1690
Harvey Capital Management
Florida
$976K
BW
1691
Bison Wealth
Georgia
$973K +$312K +568 +43%
CFP
1692
Catalyst Financial Partners
Massachusetts
$972K +$58.1K +106 +6%
AFG
1693
Albion Financial Group
Utah
$971K +$87.8K +160 +9%
NF
1694
Nvest Financial
New Hampshire
$970K +$118K +216 +13%
JWCA
1695
J.W. Coons Advisors
Ohio
$969K +$1.65K +3 +0.2%
OTL
1696
Oak Thistle LLC
New York
$967K +$1.02M +1,868 New
IIM
1697
Ipswich Investment Management
Massachusetts
$965K +$15.4K +28 +2%
PPWP
1698
Premier Path Wealth Partners
New Jersey
$960K +$51.6K +94 +5%
LCGC
1699
Legacy Capital Group California
California
$954K -$318K -579 -24%
AA
1700
Axiom Advisory
California
$948K +$80.6K +147 +9%