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Name Holding Trade Value Shares
Change
Change in
Stake
GWP
901
Gen-Wealth Partners
Michigan
$588K +$3.93K +36 +0.6%
CI
902
Cigna Investments
Connecticut
$588K -$6.21K -57 -1%
BPFA
903
Barnes Pettey Financial Advisors
Mississippi
$586K
PL
904
Plancorp LLC
Missouri
$586K +$7.09K +65 +1%
SW
905
SkyOak Wealth
Michigan
$586K
FHA
906
Flagship Harbor Advisors
Massachusetts
$583K +$47.4K +435 +8%
PFA
907
Pure Financial Advisors
California
$583K -$327 -3 -0.1%
HI
908
Harbour Investments
Wisconsin
$582K +$22.2K +204 +4%
LWCFA
909
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$581K
APW
910
Austin Private Wealth
Texas
$573K +$5.78K +53 +1%
WCA
911
Westover Capital Advisors
Delaware
$569K
DP
912
Dearborn Partners
Illinois
$569K -$3.82K -35 -0.6%
FCFC
913
First Citizens Financial Corp
Iowa
$564K
VDI
914
Vaughan David Investments
Illinois
$563K -$10.9K -100 -2%
WBWA
915
William B. Walkup & Associates
South Carolina
$559K +$45.8K +420 +8%
VFM
916
Vision Financial Markets
Connecticut
$559K +$589K +5,400 New
FFP
917
FourThought Financial Partners
Florida
$558K +$588K +5,391 New
RCM
918
RNC Capital Management
California
$558K -$1.85K -17 -0.3%
PTB
919
Pioneer Trust Bank
Oregon
$558K
IAS
920
Investment Advisory Services
Texas
$557K
CC
921
Centiva Capital
New York
$553K -$1.12M -10,254 -66%
IWN
922
Independent Wealth Network
Iowa
$551K -$13.7K -126 -2%
TCBWMS
923
Texas Capital Bank Wealth Management Services
Texas
$549K -$101K -927 -15%
SSWM
924
Smith Salley Wealth Management
North Carolina
$547K -$6.65K -61 -1%
VI
925
Versor Investments
New York
$545K +$575K +5,270 New