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Name Holding Trade Value Shares
Change
Change in
Stake
SM
901
Sweeney & Michel
California
$655K +$635K +716 New
CAIMH
902
Central Asset Investments & Management Holdings
Hong Kong
$643K +$266K +300 +83%
CAL
903
Capital Analysts LLC
Pennsylvania
$642K
FW
904
FirstPurpose Wealth
Utah
$640K +$16.9K +19 +3%
SPC
905
Sigma Planning Corp
Michigan
$638K +$288K +325 +98%
JCM
906
Jacobi Capital Management
Pennsylvania
$637K +$16.9K +19 +3%
WAP
907
Wealthcare Advisory Partners
Pennsylvania
$634K -$12.4K -14 -2%
TA
908
TFB Advisors
Kansas
$633K +$658K +742 New
RS
909
Rakuten Securities
Japan
$629K -$149K -168 -21%
TW
910
TrinityPoint Wealth
Connecticut
$626K -$80.7K -91 -12%
SFG
911
Synergy Financial Group
California
$625K -$44.4K -50 -7%
CWMGP
912
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$624K +$165K +186 +41%
EB
913
Eastern Bank
Massachusetts
$624K -$9.76K -11 -2%
MCM
914
Magnolia Capital Management
New York
$621K +$44.4K +50 +8%
ACP
915
Aveo Capital Partners
Colorado
$616K +$41.7K +47 +7%
PWMAG
916
Pinnacle Wealth Management Advisory Group
New Jersey
$615K
VFA
917
Values First Advisors
Tennessee
$613K -$255K -288 -31%
MSAM
918
Moloney Securities Asset Management
Missouri
$612K -$7.1K -8 -1%
AWM
919
Aprio Wealth Management
Georgia
$609K -$18.6K -21 -3%
IAN
920
Integrated Advisors Network
Texas
$604K -$116K -131 -17%
WRPWM
921
Werba Rubin Papier Wealth Management
California
$604K +$245K +276 +80%
AC
922
ASB Consultores
Florida
$602K +$550K +620 New
RFA
923
Resurgent Financial Advisors
Georgia
$599K +$26.6K +30 +5%
PCFFS
924
Pacific Center for Financial Services
California
$598K -$44.4K -50 -8%
FBB
925
Fulton Breakefield Broenniman
Maryland
$596K +$47K +53 +9%