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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1026
Caprock Group
Idaho
$2.49M +$92.6K +340 +4%
AC
1027
Abbrea Capital
California
$2.49M +$77.7K +285 +3%
WA
1028
Wealth Alliance
New York
$2.49M -$367K -1,347 -13%
AFA
1029
Abacus FCF Advisors
Florida
$2.48M +$1.08M +3,969 +86%
IIA
1030
ICW Investment Advisors
Arizona
$2.47M +$12.8K +47 +0.6%
CCG
1031
Ceeto Capital Group
Florida
$2.46M
BFO
1032
Boston Family Office
Massachusetts
$2.45M -$22.9K -84 -1%
BOCM
1033
Bontempo Ohly Capital Management
Maryland
$2.45M +$18.3K +67 +0.8%
LSC
1034
Lesa Sroufe & Co
Washington
$2.44M
CFG
1035
Cooper Financial Group
California
$2.44M +$134K +490 +6%
HWAM
1036
Hennion & Walsh Asset Management
New Jersey
$2.44M +$608K +2,232 +36%
PWCM
1037
Processus Wealth & Capital Management
Tennessee
$2.44M +$2.31M +8,466 New
RGC
1038
Roberts, Glore & Co
Illinois
$2.44M -$9.81K -36 -0.4%
SF
1039
Symphony Financial
Texas
$2.42M +$2.18M +7,983 New
CC
1040
Cypress Capital
Tennessee
$2.42M +$23.7K +87 +1%
PHK
1041
Point72 Hong Kong
Hong Kong
$2.42M +$2.29M +8,404 New
UHC
1042
Union Heritage Capital
Michigan
$2.42M
ST
1043
Spinnaker Trust
Maine
$2.41M
LWM
1044
Ledge Wealth Management
Minnesota
$2.41M -$51.5K -189 -2%
RCAG
1045
Rehmann Capital Advisory Group
Michigan
$2.41M +$75.7K +278 +3%
ECM
1046
Evergreen Capital Management
Washington
$2.4M +$364K +1,335 +19%
GIA
1047
Gladstone Institutional Advisory
Florida
$2.39M +$122K +449 +6%
MGWM
1048
Marks Group Wealth Management
Minnesota
$2.39M -$267K -981 -11%
MPPLM
1049
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.37M +$157K +577 +8%
QCG
1050
Quadrant Capital Group
Ohio
$2.37M +$220K +809 +11%