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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1076
Cornerstone Planning Group
New Jersey
$39.1K +$36.7K +54 New
SFG
1077
Steward Financial Group
Texas
$39K +$31.3K +46 +511%
HWA
1078
HHM Wealth Advisors
Tennessee
$38.4K -$4.76K -7 -12%
GIA
1079
GHP Investment Advisors
Colorado
$37.7K
AAG
1080
Armstrong Advisory Group
Massachusetts
$37.7K
BG
1081
Bollard Group
Massachusetts
$36K +$33.3K +49 New
CCA
1082
Catalyst Capital Advisors
New York
$34.8K -$680 -1 -2%
FGAM
1083
Financial Gravity Asset Management
Texas
$34.7K +$37.4K +55 +3%
RA
1084
Rise Advisors
New York
$32K
PWMA
1085
Pension & Wealth Management Advisors
Massachusetts
$31.2K +$29.2K +43 New
GWSG
1086
GPS Wealth Strategies Group
Colorado
$29.3K
SAG
1087
Spotlight Asset Group
Illinois
$29K +$27.2K +40 New
AT
1088
Avalon Trust
New Mexico
$28.3K
GKIM
1089
GW&K Investment Management
Massachusetts
$28K +$26.5K +39 New
RWM
1090
Raffa Wealth Management
District of Columbia
$27.5K
IPW
1091
Impact Partnership Wealth
Georgia
$27.5K +$25.8K +38 New
KFI
1092
Key Financial Inc
Pennsylvania
$27.5K
PCTC
1093
Perkins Coie Trust Company
Washington
$26.1K -$10.9K -16 -31%
MVIP
1094
Mar Vista Investment Partners
California
$26K
OAJ
1095
Ogorek Anthony Joseph
New York
$26K
RFG
1096
RFP Financial Group
Georgia
$25.4K
TLA
1097
Tanglewood Legacy Advisors
Texas
$25.4K
GI
1098
Gradient Investments
Minnesota
$25.4K +$8.84K +13 +59%
SWM
1099
Sugarloaf Wealth Management
Georgia
$25.2K +$680 +1 +3%
SFFS
1100
Stonehage Fleming Financial Services
Jersey
$24.5K