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Name Holding Trade Value Shares
Change
Change in
Stake
MG
1201
Mather Group
Illinois
$1.32M +$25.6K +598 +2%
PGWM
1202
Parisi Gray Wealth Management
New Jersey
$1.31M -$13.1K -306 -1%
OSNBOA
1203
Old Second National Bank of Aurora
Illinois
$1.31M -$25.6K -598 -2%
LA
1204
Lindenwold Advisors
Pennsylvania
$1.31M -$58.2K -1,357 -4%
BC
1205
Bowman & Company
Wisconsin
$1.31M +$76.8K +1,792 +6%
NSAM
1206
North Star Asset Management
Wisconsin
$1.3M -$19K -444 -1%
IFG
1207
Independent Financial Group
California
$1.3M -$23.9K -558 -2%
BWG
1208
Boomfish Wealth Group
Georgia
$1.3M +$1.27M +29,699 New
CCB
1209
Country Club Bank
Missouri
$1.3M -$28.3K -660 -2%
FCA
1210
FinTrust Capital Advisors
South Carolina
$1.3M -$35K -816 -3%
EGA
1211
E&G Advisors
Texas
$1.3M +$11.5K +268 +0.9%
CWM
1212
Congress Wealth Management
Massachusetts
$1.29M +$224K +5,230 +22%
CGL
1213
Clarius Group LLC
Washington
$1.27M -$112K -2,622 -8%
BIAS
1214
Beacon Investment Advisory Services
New Jersey
$1.27M -$2.7K -63 -0.2%
ACS
1215
Archford Capital Strategies
Illinois
$1.26M +$9.73K +227 +0.8%
BC
1216
Brio Consultants
California
$1.26M +$3.3K +77 +0.3%
MWM
1217
Mission Wealth Management
California
$1.26M -$24.9K -582 -2%
MFG
1218
Merit Financial Group
Georgia
$1.26M -$672K -15,674 -35%
LF
1219
LifePlan Financial
Minnesota
$1.26M +$1.23M +28,652 New
BIM
1220
Baldwin Investment Management
Pennsylvania
$1.25M -$15K -350 -1%
TPW
1221
Transatlantique Private Wealth
New York
$1.25M -$32.3K -754 -3%
HIC
1222
Holderness Investments Company
North Carolina
$1.25M +$43 +1 +0%
TPI
1223
Trust Point Inc
Wisconsin
$1.24M +$1.21M +28,295 New
MFP
1224
Meridian Financial Partners
Virginia
$1.24M +$72.3K +1,687 +6%
UFF
1225
USA Financial Formulas
Michigan
$1.24M +$860K +20,056 +244%