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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
1851
EARNEST Partners
Georgia
$72K
SA
1852
SRH Advisors
Kansas
$71K
FPFS
1853
First Personal Financial Services
North Carolina
$71K +$17.5K +175 +34%
FSWA
1854
Financial Synergies Wealth Advisors
Texas
$70.8K -$18.4K -184 -21%
SIC
1855
SJS Investment Consulting
Ohio
$70K +$67.7K +679 New
CDIA
1856
Capital Directions Investment Advisors
Georgia
$69K -$66.8K -670 Closed
TFS
1857
TrustCore Financial Services
Tennessee
$67K -$5.29K -53 -8%
RDFA
1858
Ritter Daniher Financial Advisory
Ohio
$67K
TSWM
1859
Tyler-Stone Wealth Management
Ohio
$67K +$299 +3 +0.5%
TF
1860
TimeScale Financial
Massachusetts
$66K +$199 +2 +0.3%
JWA
1861
JFS Wealth Advisors
Pennsylvania
$65K -$7.08K -71 -10%
PO
1862
Private Ocean
California
$64K
FCT
1863
First Community Trust
Iowa
$63K
SIS
1864
Sound Income Strategies
Florida
$63K +$299 +3 +0.5%
IBOK
1865
Independence Bank of Kentucky
Kentucky
$63K +$8.48K +85 +16%
AIP
1866
Almanack Investment Partners
Pennsylvania
$62K +$60.1K +603 New
AP
1867
Atwood & Palmer
Missouri
$60K
EIP
1868
Ellis Investment Partners
Pennsylvania
$58K -$8.38K -84 -13%
PWMG
1869
Prestige Wealth Management Group
New Jersey
$58K -$4.79K -48 -8%
M1FG
1870
Mach-1 Financial Group
Arkansas
$57K +$5.88K +59 +12%
HGERS
1871
Householder Group Estate & Retirement Specialist
Arizona
$57K +$56.3K +564 New
CIM
1872
Chiron Investment Management
New York
$55K +$40.4K +405 +307%
MWA
1873
Miller Wealth Advisors
Colorado
$54K
FWM
1874
Focused Wealth Management
New York
$54K +$100 +1 +0.2%
PP
1875
PFS Partners
New Jersey
$52.4K +$299 +3 +0.6%