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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1676
Plancorp LLC
Missouri
$751K +$35.1K +129 +5%
VH
1677
Visionary Horizons
Tennessee
$750K +$710K +2,605 New
AGC
1678
Aspen Grove Capital
Colorado
$750K +$23.7K +87 +3%
PFA
1679
Pure Financial Advisors
California
$748K +$28.9K +106 +4%
GA
1680
Geller Advisors
New York
$747K -$3.81K -14 -0.5%
MSFS
1681
Main Street Financial Solutions
Pennsylvania
$744K +$12.5K +46 +2%
FMWA
1682
Forvis Mazars Wealth Advisors
Missouri
$743K +$9.54K +35 +1%
BHPW
1683
Beverly Hills Private Wealth
California
$743K -$23.4K -86 -3%
FHC
1684
First Heartland Consultants
Missouri
$742K +$272 +1 +0%
PWW
1685
Pettyjohn Wood & White
Virginia
$741K
TPWA
1686
TRUE Private Wealth Advisors
Oregon
$739K +$195K +714 +39%
PK
1687
Pflug Koory
Nebraska
$737K
SWA
1688
SFMG Wealth Advisors
Texas
$736K +$3.27K +12 +0.5%
RIG
1689
Renaissance Investment Group
Massachusetts
$735K +$272K +1,000 +64%
MCM
1690
McRae Capital Management
New Jersey
$733K -$8.17K -30 -1%
CIM
1691
CIM Investment Management
Pennsylvania
$733K
EWM
1692
Evermay Wealth Management
Virginia
$732K +$33.8K +124 +5%
CSB
1693
City State Bank
Iowa
$731K +$3.81K +14 +0.6%
BIA
1694
Barry Investment Advisors
Massachusetts
$726K -$108K -398 -14%
RWA
1695
Redhawk Wealth Advisors
Minnesota
$725K -$174K -638 -20%
RWMG
1696
Redwood Wealth Management Group
New Jersey
$723K -$5.99K -22 -0.9%
CC
1697
Callan Capital
California
$722K +$37.3K +137 +6%
KWS
1698
Keystone Wealth Services
California
$721K +$16.1K +59 +2%
CA
1699
Cornerstone Advisory
Maryland
$721K +$27K +99 +4%
KAS
1700
KPP Advisory Services
Kentucky
$721K +$22.6K +83 +3%