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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1051
Wealthspire Advisors (New York)
New York
$2.79M +$85.7K +262 +3%
JGCM
1052
Joseph Group Capital Management
Ohio
$2.78M +$382K +1,169 +16%
FWP
1053
FAS Wealth Partners
Kansas
$2.78M +$101K +309 +4%
CIG
1054
Cullen Investment Group
Louisiana
$2.78M +$7.52K +23 +0.3%
IFG
1055
Independent Financial Group
California
$2.78M +$283K +865 +11%
MCM
1056
MV Capital Management
Maryland
$2.76M +$171K +523 +6%
SF
1057
Symphony Financial
Texas
$2.76M -$86.4K -264 -3%
SF
1058
Summit Financial
New Jersey
$2.75M +$789K +2,411 +39%
CWP
1059
Concord Wealth Partners
Virginia
$2.75M +$112K +341 +4%
VA
1060
Valmark Advisers
Ohio
$2.74M -$36.3K -111 -1%
LSC
1061
Lesa Sroufe & Co
Washington
$2.74M
IIA
1062
ICW Investment Advisors
Arizona
$2.73M -$16.4K -50 -0.6%
HAS
1063
HBW Advisory Services
California
$2.73M -$183K -559 -6%
BOCM
1064
Bontempo Ohly Capital Management
Maryland
$2.72M +$137K +419 +5%
BFM
1065
Boston Financial Management
Massachusetts
$2.71M -$40.2K -123 -1%
RCA
1066
Ranch Capital Advisors
Florida
$2.71M +$159K +486 +6%
UHC
1067
Union Heritage Capital
Michigan
$2.71M
MPPLM
1068
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.71M +$108K +330 +4%
RCAG
1069
Rehmann Capital Advisory Group
Michigan
$2.7M +$6.54K +20 +0.2%
AWM
1070
Avitas Wealth Management
California
$2.7M +$49.4K +151 +2%
TW
1071
TrinityPoint Wealth
Connecticut
$2.7M +$20.6K +63 +0.8%
BFO
1072
Boston Family Office
Massachusetts
$2.69M -$17K -52 -0.6%
RPWA
1073
Regent Peak Wealth Advisors
Georgia
$2.68M -$233K -713 -8%
ST
1074
Spinnaker Trust
Maine
$2.68M +$41.5K +127 +2%
SFP
1075
Sweet Financial Partners
Minnesota
$2.68M -$285K -872 -9%