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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
1201
Root Financial Partners
California
$119K +$2.79K +8 +2%
MCM
1202
MV Capital Management
Maryland
$114K +$698 +2 +0.6%
MWM
1203
Mosley Wealth Management
California
$113K +$126K +362 New
AAG
1204
Armstrong Advisory Group
Massachusetts
$112K
EWM
1205
Evermay Wealth Management
Virginia
$110K
JFA
1206
JNBA Financial Advisors
Minnesota
$106K
AP
1207
Antipodes Partners
Australia
$105K +$30.7K +88 +36%
SWA
1208
SOA Wealth Advisors
New York
$103K
UFF
1209
USA Financial Formulas
Michigan
$102K -$35.6K -102 -24%
WA
1210
Whipplewood Advisors
Colorado
$102K +$111K +318 +5,300%
MR
1211
Munich Reinsurance
$101K -$8.82M -25,255 -99%
DSC
1212
Daytona Street Capital
Missouri
$99.8K
APW
1213
Acima Private Wealth
Virginia
$99.6K
PWAM
1214
Private Wealth Asset Management
Iowa
$99K
AIM
1215
Axiom Investment Management
New York
$97.7K +$109K +311 New
ADL
1216
Asset Dedication LLC
California
$97.1K -$15K -43 -12%
CFSG
1217
Community Financial Services Group
Vermont
$95.3K +$105K +300 New
Cohen & Steers
1218
Cohen & Steers
New York
$94K
CFO
1219
CVA Family Office
Colorado
$93.3K +$32.8K +94 +46%
BWM
1220
Bernard Wealth Management
Michigan
$93K
GF
1221
GGM Financials
Ohio
$91.6K +$102K +291 New
MA
1222
MCF Advisors
Kentucky
$87.3K -$8.73K -25 -8%
LCA
1223
Legend Capital Advisors
New York
$86.4K +$96K +275 New
AUB
1224
Atlantic Union Bankshares
Virginia
$85.4K -$23.7K -68 -20%
AGWCA
1225
Annis Gardner Whiting Capital Advisors
Florida
$83.9K +$17.8K +51 +24%