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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
726
Rehmann Capital Advisory Group
Michigan
$953K +$22.2K +204 +2%
GWSG
727
GPS Wealth Strategies Group
Colorado
$953K -$1.02M -9,325 -50%
WOC
728
West Oak Capital
California
$953K
PA
729
Parallel Advisors
California
$953K +$78.4K +719 +8%
CIP
730
Capital Insight Partners
Arizona
$951K +$131K +1,201 +15%
SG
731
Sienna Gestion
France
$950K
RF
732
Roxbury Financial
New Jersey
$948K +$907K +8,319 New
FNT
733
First Nebraska Trust
Nebraska
$948K +$688K +6,312 +221%
FFA
734
Farther Finance Advisors
California
$945K -$506K -4,636 -34%
BA
735
BIP Alliance
Georgia
$942K +$993K +9,104 New
DA
736
Denali Advisors
California
$934K +$590K +5,407 +149%
NFC
737
Northstar Financial Companies
Pennsylvania
$934K +$984K +9,026 New
DI
738
Diligent Investors
California
$934K
FWP
739
Firethorn Wealth Partners
Georgia
$928K +$25.4K +233 +3%
WWP
740
WR Wealth Planners
Missouri
$926K -$115K -1,051 -11%
MOS
741
MGO One Seven
Ohio
$926K +$117K +1,071 +14%
MPWT
742
MassMutual Private Wealth & Trust
Connecticut
$926K +$815K +7,472 +505%
NC
743
Napatree Capital
Rhode Island
$923K -$1.75K -16 -0.2%
MMHP
744
Murphy Middleton Hinkle & Parker
Georgia
$923K -$16.2K -149 -2%
IPW
745
Inlet Private Wealth
Florida
$921K
DIA
746
Dana Investment Advisors
Wisconsin
$915K
PCA
747
Prosperity Capital Advisors
Ohio
$914K
MME
748
Meag Munich Ergo
Germany
$911K -$1.03M -9,410 -52%
DZ Bank
749
DZ Bank
Germany
$910K -$557K -5,105 -37%
EH
750
Equitable Holdings
New York
$910K -$122K -1,119 -11%