Name Holding Trade Value Shares
Change
Change in
Stake
FH
726
Financial Harvest
Florida
$954K +$1.01M +9,227 New
RCAG
727
Rehmann Capital Advisory Group
Michigan
$953K +$22.2K +204 +2%
GWSG
728
GPS Wealth Strategies Group
Colorado
$953K -$1.02M -9,325 -50%
WOC
729
West Oak Capital
California
$953K – – –
PA
730
Parallel Advisors
California
$953K +$78.4K +719 +8%
CIP
731
Capital Insight Partners
Arizona
$951K +$131K +1,201 +15%
SG
732
Sienna Gestion
France
$950K – – –
RF
733
Roxbury Financial
New Jersey
$948K +$907K +8,319 New
FNT
734
First Nebraska Trust
Nebraska
$948K +$688K +6,312 +221%
FFA
735
Farther Finance Advisors
California
$945K -$506K -4,636 -34%
BA
736
BIP Alliance
Georgia
$942K +$993K +9,104 New
DA
737
Denali Advisors
California
$934K +$590K +5,407 +149%
NFC
738
Northstar Financial Companies
Pennsylvania
$934K +$984K +9,026 New
DI
739
Diligent Investors
California
$934K – – –
FWP
740
Firethorn Wealth Partners
Georgia
$928K +$25.4K +233 +3%
WWP
741
WR Wealth Planners
Missouri
$926K -$115K -1,051 -11%
MOS
742
MGO One Seven
Ohio
$926K +$117K +1,071 +14%
MPWT
743
MassMutual Private Wealth & Trust
Connecticut
$926K +$815K +7,472 +505%
NC
744
Napatree Capital
Rhode Island
$923K -$1.75K -16 -0.2%
MMHP
745
Murphy Middleton Hinkle & Parker
Georgia
$923K -$16.2K -149 -2%
IPW
746
Inlet Private Wealth
Florida
$921K – – –
DIA
747
Dana Investment Advisors
Wisconsin
$915K – – –
PCA
748
Prosperity Capital Advisors
Ohio
$914K – – –
MME
749
Meag Munich Ergo
Germany
$911K -$1.03M -9,410 -52%
DZ Bank
750
DZ Bank
Germany
$910K -$557K -5,105 -37%