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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
2101
Boston Research & Management
Massachusetts
$4.38M +$18.1K +135 +0.4%
FAG
2102
Fortitude Advisory Group
Washington
$4.37M -$107K -801 -2%
AA
2103
Altman Advisors
Illinois
$4.37M +$4.61M +34,372 New
FSG
2104
Financial Strategies Group
Michigan
$4.37M +$232K +1,731 +5%
AFAS
2105
Acorn Financial Advisory Services
Virginia
$4.37M +$267K +1,990 +6%
BIM
2106
Baldwin Investment Management
Pennsylvania
$4.36M +$39.5K +295 +0.9%
BOPW
2107
Brandywine Oak Private Wealth
Pennsylvania
$4.35M -$159K -1,187 -3%
DFG
2108
Demars Financial Group
Washington
$4.35M -$1.42M -10,583 -24%
FWM
2109
Focused Wealth Management
New York
$4.35M +$12.1K +90 +0.3%
PFA
2110
Pure Financial Advisors
California
$4.35M +$488K +3,639 +12%
RAM
2111
Redmond Asset Management
Virginia
$4.34M -$197K -1,470 -4%
WAG
2112
Winthrop Advisory Group
Massachusetts
$4.34M -$23.4K -175 -0.5%
MA
2113
Modus Advisors
Minnesota
$4.34M +$220K +1,640 +5%
OL
2114
Optas LLC
Texas
$4.33M -$546K -4,077 -11%
MS
2115
Marshall & Sullivan
Washington
$4.33M -$41.1K -307 -0.9%
CTFG
2116
Capstone Triton Financial Group
Oklahoma
$4.32M +$39.4K +294 +0.9%
AFS
2117
AFG Fiduciary Services
Massachusetts
$4.31M -$162K -1,207 -4%
GA
2118
GSG Advisors
New Jersey
$4.31M +$4.54M +33,877 New
WFG
2119
Wills Financial Group
Virginia
$4.31M +$15.1K +113 +0.3%
SAM
2120
SignalPoint Asset Management
Missouri
$4.31M +$459K +3,429 +11%
CI
2121
Capital International
California
$4.3M -$21.6K -161 -0.5%
NCGI
2122
Next Century Growth Investors
Minnesota
$4.29M
FFA
2123
Founders Financial Alliance
North Carolina
$4.29M -$358K -2,675 -7%
DA
2124
Doliver Advisors
Texas
$4.27M +$46.6K +348 +1%
EWM
2125
Evergreen Wealth Management
Michigan
$4.27M +$53.6K +400 +1%