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Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1026
First Command Advisory Services
Texas
$72K +$37K +944 +161%
CT
1027
Coastline Trust
Rhode Island
$71.9K
BCM
1028
Basso Capital Management
Connecticut
$70.5K
CNBT
1029
Cornerstone National Bank & Trust
Illinois
$70.5K
WIM
1030
Westside Investment Management
California
$69.6K -$4K -102 -6%
SWM
1031
SHP Wealth Management
Massachusetts
$69.6K +$2.94K +75 +5%
TCM
1032
Triumph Capital Management
Colorado
$67.7K -$1.14K -29 -2%
CPG
1033
Cornerstone Planning Group
New Jersey
$63.8K +$2.74K +70 +5%
APW
1034
Aventura Private Wealth
Florida
$63.5K
WA
1035
Westfuller Advisors
New York
$63.1K
CTA
1036
Colonial Trust Advisors
South Carolina
$63K +$7.76K +198 +17%
SFG
1037
Strive Financial Group
Indiana
$63K +$49.2K +1,257 +1,676%
JWA
1038
JFS Wealth Advisors
Pennsylvania
$63K -$1.06K -27 -2%
GWP
1039
Gen-Wealth Partners
Michigan
$63K
MA
1040
Montag & Associates
Georgia
$61.4K +$5.92K +151 +13%
HBW
1041
Hazlett, Burt & Watson
West Virginia
$61K +$11.8K +300 +30%
VFM
1042
Vision Financial Markets
Connecticut
$60.4K
LI
1043
LRI Investments
Florida
$60K
N
1044
Natixis
France
$57.6K
PWA
1045
Physician Wealth Advisors
Utah
$57.2K +$313 +8 +0.7%
CFFP
1046
Center for Financial Planning
Michigan
$56.9K
FMP
1047
Financial Management Professionals
Texas
$56.9K
CGA
1048
Compound Global Advisors
Washington
$56.4K +$47K +1,200 New
EI
1049
EFG International
$56.3K +$46.9K +1,198 New
Nisa Investment Advisors
1050
Nisa Investment Advisors
Missouri
$55.6K +$7.17K +183 +18%