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Name Holding Trade Value Shares
Change
Change in
Stake
BHFP
1601
Blom & Howell Financial Planning
California
$684K – – –
SW
1602
SVB Wealth
Massachusetts
$684K +$19.1K +12 +4%
AS
1603
Altshuler Shaham
Israel
$684K +$548K +344 New
SFS
1604
Strategic Financial Services
New York
$682K – – –
CAS
1605
Coppell Advisory Solutions
Texas
$682K -$1.05M -661 -55%
GIA
1606
GHP Investment Advisors
Colorado
$680K – – –
EPM
1607
Elm Partners Management
Pennsylvania
$679K – – –
BTWM
1608
Baker Tilly Wealth Management
Wisconsin
$678K +$54.1K +34 +11%
RFP
1609
Root Financial Partners
California
$676K -$31.8K -20 -6%
CAG
1610
Centerpoint Advisory Group
Kansas
$674K -$15.9K -10 -3%
JFGLC
1611
Johnson Financial Group LLC (Colorado)
Colorado
$672K +$138K +87 +35%
GFA
1612
Godfrey Financial Associates
New York
$669K -$3.18K -2 -0.6%
HPM
1613
Hoxton Planning & Management
West Virginia
$668K +$93.9K +59 +21%
JIC
1614
Joel Isaacson & Co
New York
$668K +$116K +73 +28%
TWP
1615
Triad Wealth Partners
Kansas
$668K +$269K +169 +71%
MAS
1616
Meeder Advisory Services
Ohio
$667K +$41.4K +26 +8%
PWM
1617
Purus Wealth Management
California
$664K +$33.4K +21 +7%
DAS
1618
Daybright Advisory Services
Florida
$664K +$1.59K +1 +0.2%
BWM
1619
Baron Wealth Management
Michigan
$662K +$9.55K +6 +2%
EW
1620
Evexia Wealth
Wisconsin
$660K -$283K -178 -31%
MSFS
1621
Main Street Financial Solutions
Pennsylvania
$660K -$44.6K -28 -8%
E
1622
Entelevest
Florida
$659K -$89.1K -56 -14%
QPWM
1623
Quadrant Private Wealth Management
Pennsylvania
$657K +$66.9K +42 +15%
MWM
1624
Mindset Wealth Management
Indiana
$651K -$255K -160 -33%
CIG
1625
Cascade Investment Group
Colorado
$651K – – –