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Name Holding Trade Value Shares
Change
Change in
Stake
AW
3051
Atlas Wealth
Ohio
$5.29M -$52.2K -208 -0.9%
Consolidated Planning Corp
3052
Consolidated Planning Corp
Georgia
$5.28M -$51K -203 -0.9%
Paces Ferry Wealth Advisors
3053
Paces Ferry Wealth Advisors
Georgia
$5.28M -$416K -1,658 -7%
GoalVest Advisory
3054
GoalVest Advisory
New York
$5.28M +$78.3K +312 +1%
Lantern Wealth Advisors
3055
Lantern Wealth Advisors
New York
$5.27M -$142K -566 -2%
Brucke Financial
3056
Brucke Financial
Indiana
$5.27M -$123K -490 -2%
Innovative Asset Advisors Group
3057
Innovative Asset Advisors Group
Connecticut
$5.27M +$188K +749 +4%
CIA
3058
Cape Investment Advisory
Georgia
$5.26M +$65.5K +261 +1%
Keystone Wealth Services
3059
Keystone Wealth Services
California
$5.25M +$337K +1,343 +6%
Donoghue Forlines
3060
Donoghue Forlines
Massachusetts
$5.25M +$5.53M +22,043 New
Aldebaran Financial
3061
Aldebaran Financial
$5.25M +$61K +243 +1%
Lifeworks Advisors
3062
Lifeworks Advisors
Michigan
$5.25M +$304K +1,210 +6%
Wealthquest
3063
Wealthquest
Ohio
$5.24M +$1.31M +5,201 +31%
BlackDiamond Wealth Management
3064
BlackDiamond Wealth Management
New York
$5.23M +$79.6K +317 +2%
Alessandra Capital Management
3065
Alessandra Capital Management
California
$5.23M -$97.4K -388 -2%
Rossby Financial
3066
Rossby Financial
Florida
$5.22M +$997K +3,971 +22%
Bingham Private Wealth
3067
Bingham Private Wealth
California
$5.22M +$354K +1,412 +7%
Waterfront Wealth
3068
Waterfront Wealth
Kansas
$5.21M -$10K -40 -0.2%
HORAN Wealth
3069
HORAN Wealth
Ohio
$5.21M +$212K +846 +4%
Beaumont Asset Management
3070
Beaumont Asset Management
Texas
$5.21M +$109K +433 +2%
Paradigm Asset Management
3071
Paradigm Asset Management
New York
$5.21M +$2.66M +10,600 +94%
Warner Group
3072
Warner Group
Connecticut
$5.2M +$2.7M +10,752 +97%
International Private Wealth Advisors
3073
International Private Wealth Advisors
California
$5.19M +$686K +2,734 +14%
BWG
3074
Boomfish Wealth Group
Georgia
$5.19M +$1.01M +4,007 +23%
Variant Private Wealth
3075
Variant Private Wealth
Virginia
$5.19M -$504K -2,007 -8%