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Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1601
Retirement Planning Group (Kansas)
Kansas
$426K +$69K +303 +16%
JAG
1602
Journey Advisory Group
Kentucky
$425K +$49.6K +218 +11%
OPCM
1603
Osborne Partners Capital Management
California
$423K
BWFA
1604
Baltimore-Washington Financial Advisors
Maryland
$423K +$220K +964 +83%
EARNEST Partners
1605
EARNEST Partners
Georgia
$421K -$16.9K -74 -3%
SPC
1606
Spirepoint Private Client
Florida
$420K -$28.5K -125 -6%
CWM
1607
C2C Wealth Management
Arizona
$418K
SCM
1608
Saxony Capital Management
Missouri
$418K +$43K +189 +10%
UF
1609
Univest Financial
Pennsylvania
$418K -$31.7K -139 -6%
WT
1610
Washington Trust
Rhode Island
$417K +$193K +848 +68%
CH
1611
Cromwell Holdings
Wyoming
$417K
CAG
1612
Csenge Advisory Group
Florida
$417K +$18.9K +83 +4%
RT
1613
Rockland Trust
Massachusetts
$416K -$621K -2,729 -57%
NRI
1614
NFP Retirement Inc
California
$415K -$228 -1 -0%
TC
1615
T3 Companies
New York
$414K +$474K +2,082 New
PFP
1616
Paragon Financial Partners
California
$414K -$45.5K -200 -10%
PP
1617
Patron Partners
Texas
$412K +$89K +391 +23%
PUI
1618
Purpose Unlimited Inc
$412K +$472K +2,071 New
TCM
1619
Tradewinds Capital Management
Washington
$411K -$12.3K -54 -3%
MCA
1620
Magnolia Capital Advisors
Mississippi
$410K +$12.8K +56 +3%
SWA
1621
Sax Wealth Advisors
New Jersey
$410K -$13K -57 -3%
AWA
1622
AGH Wealth Advisors
Kansas
$410K -$49.9K -219 -10%
WA
1623
WBH Advisory
Maryland
$409K +$20K +88 +5%
MPPW
1624
Mitchell & Pahl Private Wealth
Oklahoma
$409K +$46.9K +206 +11%
MFS
1625
Miller Financial Services
Michigan
$408K +$467K +2,050 New