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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1801
Ridgecrest Wealth Partners
California
$377K
PP
1802
Patron Partners
Texas
$377K +$15.3K +262 +4%
GDP
1803
Great Diamond Partners
Maine
$374K -$3.67K -63 -0.9%
SFS
1804
Strategic Financial Services
New York
$374K -$1.87K -32 -0.5%
GAG
1805
GM Advisory Group
New York
$374K +$8.28K +142 +2%
WG
1806
Welch Group
Alabama
$372K +$117 +2 +0%
AA
1807
Altman Advisors
Illinois
$370K
SC
1808
Searle & Co
Connecticut
$370K
KOC
1809
Koss-Olinger Consulting
Florida
$370K +$386K +6,612 New
JFA
1810
JNBA Financial Advisors
Minnesota
$369K
MFW
1811
Mosaic Family Wealth
Missouri
$369K +$117 +2 +0%
CL
1812
CPWM LLC
Washington
$366K -$15.3K -263 -4%
AI
1813
ArchPoint Investors
Florida
$366K +$382K +6,548 New
SIC
1814
Samalin Investment Counsel
New York
$364K +$233 +4 +0.1%
NFG
1815
Nations Financial Group
Iowa
$364K +$50.2K +861 +15%
MIA
1816
MainStreet Investment Advisors
Illinois
$364K +$58.8K +1,009 +18%
EFG
1817
Everhart Financial Group
Ohio
$364K +$379K +6,508 New
FNWM
1818
Financial Network Wealth Management
Utah
$362K -$30.4K -521 -7%
SAM
1819
Secure Asset Management
Michigan
$362K -$2.04K -35 -0.5%
SICM
1820
Sustainable Insight Capital Management
New York
$361K +$32.3K +554 +9%
RAM
1821
Redmond Asset Management
Virginia
$360K -$1.32M -22,558 -78%
GAM
1822
Gemmer Asset Management
California
$360K
MMHP
1823
Murphy Middleton Hinkle & Parker
Georgia
$359K
CAL
1824
Capital Advisors Ltd
Ohio
$359K +$123K +2,116 +49%
WAG
1825
Winthrop Advisory Group
Massachusetts
$358K -$37.2K -638 -9%