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Name Holding Trade Value Shares
Change
Change in
Stake
FPH
1501
Financial Planning Hawaii
Hawaii
$489K – – –
LWA
1502
Legacy Wealth Advisors
Florida
$487K +$145K +106 +40%
MG
1503
Mather Group
Illinois
$487K -$50.7K -37 -9%
KC
1504
Knuff & Co
California
$486K -$34.3K -25 -6%
RS
1505
Rakuten Securities
Japan
$486K +$127K +93 +34%
AWA
1506
Acorn Wealth Advisors
Michigan
$485K -$42.5K -31 -8%
CWM
1507
Centric Wealth Management
Illinois
$484K -$82.2K -60 -15%
WLIM
1508
White Lighthouse Investment Management
Massachusetts
$483K +$1.37K +1 +0.3%
AAB
1509
ABN AMRO Bank
Netherlands
$483K – – –
TWM
1510
Tradition Wealth Management
Minnesota
$482K +$8.22K +6 +2%
GWM
1511
Greenwich Wealth Management
Connecticut
$482K -$43.9K -32 -8%
KF
1512
Krilogy Financial
Missouri
$481K -$173K -126 -27%
WBC
1513
Westpac Banking Corp
Australia
$481K -$94.6K -69 -16%
EGWAG
1514
Elwood & Goetz Wealth Advisory Group
Georgia
$481K +$26K +19 +6%
NEI
1515
Northwest & Ethical Investments
Ontario, Canada
$480K +$30.1K +22 +6%
TC
1516
TownSquare Capital
Utah
$479K -$9.59K -7 -2%
FGWP
1517
Founders Grove Wealth Partners
Virginia
$479K +$104K +76 +26%
LNB
1518
Ledyard National Bank
$478K -$236K -172 -32%
MSFS
1519
Main Street Financial Solutions
Pennsylvania
$476K +$225K +164 +84%
RFP
1520
Root Financial Partners
California
$475K -$118K -86 -19%
HCM
1521
Howland Capital Management
Massachusetts
$475K +$4.11K +3 +0.8%
RFN
1522
Redwood Financial Network
Ohio
$475K +$24.7K +18 +5%
TFA
1523
Teamwork Financial Advisors
Texas
$474K -$9.59K -7 -2%
QPBE
1524
Quintet Private Bank (Europe)
Luxembourg
$474K +$74K +54 +18%
PFBT
1525
Parkside Financial Bank & Trust
Missouri
$472K +$98.7K +72 +25%