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Name Holding Trade Value Shares
Change
Change in
Stake
SRS
3026
Strong Retirement Solutions
Washington
$5.29M +$149K +594 +3%
DACS
3027
Dymon Asia Capital (Singapore)
Singapore
$5.29M +$4.84M +19,294 +667%
AW
3028
Atlas Wealth
Ohio
$5.29M -$52.2K -208 -0.9%
CPC
3029
Consolidated Planning Corp
Georgia
$5.28M -$51K -203 -0.9%
PFWA
3030
Paces Ferry Wealth Advisors
Georgia
$5.28M -$416K -1,658 -7%
GA
3031
GoalVest Advisory
New York
$5.28M +$78.3K +312 +1%
LWA
3032
Lantern Wealth Advisors
New York
$5.27M -$142K -566 -2%
BF
3033
Brucke Financial
Indiana
$5.27M -$123K -490 -2%
IAAG
3034
Innovative Asset Advisors Group
Connecticut
$5.27M +$188K +749 +4%
CIA
3035
Cape Investment Advisory
Georgia
$5.26M +$65.5K +261 +1%
KWS
3036
Keystone Wealth Services
California
$5.25M +$337K +1,343 +6%
DF
3037
Donoghue Forlines
Massachusetts
$5.25M +$5.53M +22,043 New
AF
3038
Aldebaran Financial
$5.25M +$61K +243 +1%
LA
3039
Lifeworks Advisors
Michigan
$5.25M +$304K +1,210 +6%
W
3040
Wealthquest
Ohio
$5.24M +$1.31M +5,201 +31%
BWM
3041
BlackDiamond Wealth Management
New York
$5.23M +$79.6K +317 +2%
ACM
3042
Alessandra Capital Management
California
$5.23M -$97.4K -388 -2%
RF
3043
Rossby Financial
Florida
$5.22M +$997K +3,971 +22%
BPW
3044
Bingham Private Wealth
California
$5.22M +$354K +1,412 +7%
WW
3045
Waterfront Wealth
Kansas
$5.21M -$10K -40 -0.2%
HW
3046
HORAN Wealth
Ohio
$5.21M +$212K +846 +4%
BAM
3047
Beaumont Asset Management
Texas
$5.21M +$109K +433 +2%
PAM
3048
Paradigm Asset Management
New York
$5.21M +$2.66M +10,600 +94%
WG
3049
Warner Group
Connecticut
$5.2M +$2.7M +10,752 +97%
IPWA
3050
International Private Wealth Advisors
California
$5.19M +$686K +2,734 +14%