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Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
1301
Vantage Financial Partners (Illinois)
Illinois
$789K +$289K +1,300 +54%
SVWAG
1302
Sound View Wealth Advisors Group
Georgia
$786K +$117K +527 +17%
SWRP
1303
Summit Wealth & Retirement Planning
California
$785K -$12.2K -55 -1%
DI
1304
DFPG Investments
Utah
$781K -$22.9K -103 -3%
SC
1305
Savant Capital
Illinois
$779K +$47.4K +213 +6%
CWA
1306
Canvas Wealth Advisors
Kansas
$779K +$758K +3,404 New
FPCP
1307
Fort Point Capital Partners
California
$774K -$77.9K -350 -9%
MFG
1308
Merit Financial Group
Georgia
$771K +$7.79K +35 +1%
SFG
1309
SageGuard Financial Group
Tennessee
$770K -$920K -4,132 -53%
SBSB
1310
Sullivan, Bruyette, Speros & Blaney
Virginia
$768K -$136K -612 -14%
CRI
1311
Colonial River Investments
Virginia
$767K -$81.5K -366 -9%
CAG
1312
Crestwood Advisors Group
Massachusetts
$767K -$20.3K -91 -2%
BWA
1313
Bordeaux Wealth Advisors
California
$764K
SFSIG
1314
San Francisco Sentry Investment Group
California
$762K -$37.8K -170 -5%
LSV Asset Management
1315
LSV Asset Management
Illinois
$762K
BSW
1316
Buckingham Strategic Wealth
Missouri
$761K -$43K -193 -5%
IDBONY
1317
Israel Discount Bank of New York
New York
$757K -$219K -984 -22%
VFG
1318
V2 Financial group
Illinois
$757K -$180K -810 -18%
RIG
1319
Ramiah Investment Group
Wisconsin
$755K +$113K +509 +17%
OL
1320
Optas LLC
Texas
$754K -$8.01K -36 -1%
SCP
1321
Shorepoint Capital Partners
Massachusetts
$754K +$330K +1,482 +71%
CIAS
1322
Capital Investment Advisory Services
North Carolina
$751K -$114K -514 -13%
GLA
1323
Great Lakes Advisors
Illinois
$751K -$87K -391 -10%
YIA
1324
YHB Investment Advisors
Connecticut
$751K
HH
1325
Hilltop Holdings
Texas
$750K -$65.7K -295 -8%