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Name Holding Trade Value Shares
Change
Change in
Stake
RGF
726
Retirement Guys Formula
Ohio
$488K +$61.6K +308 +14%
AWM
727
Apollon Wealth Management
South Carolina
$485K +$42.8K +214 +9%
BFA
728
Beacon Financial Advisory
Ohio
$483K +$499K +2,497 New
WR
729
WD Rutherford
Oregon
$480K -$176K -880 -26%
CA
730
CoreCap Advisors
Michigan
$478K -$19K -95 -4%
CCM
731
Coldstream Capital Management
Washington
$478K +$156K +781 +46%
APP
732
Alpha Paradigm Partners
Illinois
$478K +$295K +1,476 +149%
RWA
733
Ropes Wealth Advisors
Massachusetts
$476K -$32.2K -161 -6%
BFS
734
Bradley Foster & Sargent
Connecticut
$475K -$59.6K -298 -11%
CAM
735
Cozad Asset Management
Illinois
$471K +$124K +620 +34%
NIMI
736
Natixis Investment Managers International
France
$469K -$243K -1,216 -33%
SFS
737
Stiles Financial Services
Minnesota
$468K -$5.8K -29 -1%
BJL
738
Brighton Jones LLC
Washington
$468K +$20K +100 +4%
DIA
739
Dean Investment Associates
Ohio
$465K -$4.6K -23 -0.9%
OIM
740
Oder Investment Management
California
$465K
BHC
741
Bowen Hanes & Co
Florida
$464K
CRI
742
Colonial River Investments
Virginia
$464K +$129K +645 +37%
EWM
743
Evercore Wealth Management
New York
$461K -$2.6K -13 -0.5%
NA
744
NewEdge Advisors
Louisiana
$461K +$476K +2,382 New
IFWM
745
Institute for Wealth Management
Colorado
$460K +$18.2K +91 +4%
PFM
746
Parsec Financial Management
North Carolina
$458K +$3.6K +18 +0.8%
GVAG
747
Great Valley Advisor Group
Delaware
$457K +$34.8K +174 +8%
BFG
748
Beacon Financial Group
Texas
$451K +$5.4K +27 +1%
SIG
749
Sky Investment Group
Connecticut
$450K -$35K -175 -7%
QT
750
Quantamental Technologies
New York
$446K -$121K -605 -21%