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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1001
Richwood Investment Advisors
Ohio
$799K -$59.5K -344 -7%
FG
1002
Fiduciary Group
Georgia
$795K -$1.73K -10 -0.2%
EM
1003
ELCO Management
New York
$795K -$18.5K -107 -2%
SB
1004
Strategic Blueprint
Georgia
$793K +$226K +1,304 +39%
CPSC
1005
Carl P. Sherr & Co
Massachusetts
$789K -$45.9K -265 -5%
BWM
1006
BNC Wealth Management
Oregon
$787K
CI
1007
Conning Inc
Connecticut
$786K +$121K +701 +18%
PA
1008
Promethium Advisors
Maryland
$785K +$511K +2,950 +178%
ME
1009
McIlrath & Eck
Washington
$782K -$17.3K -100 -2%
CCP
1010
Carmel Capital Partners
California
$780K -$171K -990 -18%
PA
1011
PFG Advisors
Arizona
$778K +$16.1K +93 +2%
WT
1012
Washington Trust
Rhode Island
$778K -$8.32M -48,059 -91%
MG
1013
Mather Group
Illinois
$778K +$298K +1,721 +61%
SAI
1014
Savvy Advisors Inc
New York
$776K +$366K +2,112 +87%
JSW
1015
Journey Strategic Wealth
New Jersey
$776K -$244K -1,411 -24%
SAM
1016
S.A. Mason
Michigan
$775K
CSC
1017
Caldwell Sutter Capital
California
$775K -$42.6K -246 -5%
PWPS
1018
Pinnacle Wealth Planning Services
Ohio
$773K +$15.6K +90 +2%
EWA
1019
Exencial Wealth Advisors
Oklahoma
$772K +$17.5K +101 +2%
ZBNA
1020
Zions Bancorporation, National Association
Utah
$767K +$779K +4,498 New
Connor, Clark & Lunn Investment Management (CC&L)
1021
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$767K -$47.6M -274,740 -98%
SFP
1022
Sandbox Financial Partners
Maryland
$766K -$60.6K -350 -7%
GWANC
1023
Guardian Wealth Advisors (North Carolina)
North Carolina
$765K +$7.1K +41 +0.9%
FC
1024
Fusion Capital
South Carolina
$765K +$60.6K +350 +8%
NHC
1025
Nicholas Hoffman & Company
Georgia
$764K +$540K +3,120 +230%