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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1851
AGH Wealth Advisors
Kansas
$954K +$911K +2,853 New
SA
1852
Sovran Advisors
California
$953K +$940K +2,946 New
SCI
1853
S&CO Inc
Massachusetts
$949K
GFG
1854
Greystone Financial Group
Michigan
$947K -$17.6K -55 -2%
RL
1855
Retireful LLC
Michigan
$946K -$77.9K -244 -8%
JCIA
1856
Jackson Creek Investment Advisors
Colorado
$945K +$26.8K +84 +3%
MSWM
1857
McGlone Suttner Wealth Management
Wisconsin
$941K +$174K +545 +24%
WFI
1858
West Family Investments
California
$941K -$14K -44 -2%
NF
1859
Nvest Financial
New Hampshire
$938K +$9.89K +31 +1%
1IA
1860
1834 Investment Advisors
Wisconsin
$936K -$71.8K -225 -7%
AFM
1861
Abbot Financial Management
Massachusetts
$935K
MQWP
1862
Morey & Quinn Wealth Partners
Nebraska
$934K +$892K +2,794 New
AIA
1863
Angeles Investment Advisors
California
$933K +$5.42K +17 +0.6%
PCP
1864
Proficio Capital Partners
Massachusetts
$933K +$368K +1,153 +70%
NPA
1865
Nichols & Pratt Advisers
Massachusetts
$921K -$16K -50 -2%
HNW
1866
High Note Wealth
Minnesota
$921K +$16.3K +51 +2%
HBT
1867
Heartland Bank & Trust
Illinois
$921K +$236K +740 +37%
SRL
1868
Scientech Research LLC
New Jersey
$919K +$877K +2,748 New
Fayez Sarofim & Co
1869
Fayez Sarofim & Co
Texas
$918K +$31.9K +100 +4%
CWG
1870
Cornerstone Wealth Group
North Carolina
$911K +$141K +441 +19%
WKSWA
1871
White Knight Strategic Wealth Advisors
New Jersey
$903K +$421K +1,320 +96%
FMWA
1872
Forvis Mazars Wealth Advisors
Missouri
$903K +$4.79K +15 +0.6%
EFI
1873
EHP Funds Inc
Canada
$903K +$862K +2,700 New
AWM
1874
Aviso Wealth Management
Washington
$902K +$23.3K +73 +3%
TWM
1875
Trueblood Wealth Management
Ohio
$901K +$102K +319 +13%