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Name Holding Trade Value Shares
Change
Change in
Stake
CSI
2076
Cross Staff Investments
New York
$614K +$319 +7 +0.1%
FFA
2077
Farther Finance Advisors
California
$614K +$587K +12,887 New
GC
2078
Gratus Capital
Georgia
$614K -$22K -483 -4%
GHA
2079
Granite Harbor Advisors
Texas
$614K +$586K +12,879 New
CWA
2080
Clarity Wealth Advisors
California
$613K +$2.91K +64 +0.5%
AIM
2081
Acropolis Investment Management
Missouri
$611K -$12.2K -269 -2%
RWMG
2082
Redwood Wealth Management Group
New Jersey
$611K +$584K +12,820 New
BHB
2083
Bank Hapoalim BM
Israel
$610K +$5.46K +120 +0.9%
CCWA
2084
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$609K -$37.9K -832 -6%
PSCM
2085
Per Stirling Capital Management
Texas
$608K +$581K +12,768 New
CWS
2086
Cypress Wealth Services
California
$608K +$37.8K +831 +7%
AMM
2087
American Money Management
California
$606K -$4.64K -102 -0.8%
SAM
2088
SignalPoint Asset Management
Missouri
$604K +$137 +3 +0%
IIM
2089
Ironwood Investment Management
Massachusetts
$603K -$31.8K -698 -5%
HIM
2090
Hillsdale Investment Management
Ontario, Canada
$602K +$567K +12,460 +6,922%
HP
2091
Hyperion Partners
Pennsylvania
$602K +$575K +12,628 New
SIG
2092
Sargent Investment Group
Maryland
$601K -$28.1K -617 -5%
LWM
2093
Ledge Wealth Management
Minnesota
$600K -$14.2K -311 -2%
FAN
2094
Financial Advisors Network
California
$599K +$5.55K +122 +1%
NB
2095
Nicolet Bankshares
Wisconsin
$599K +$21.3K +467 +3%
AFG
2096
Allegheny Financial Group
Pennsylvania
$598K -$13.4K -294 -2%
PFP
2097
Paragon Financial Partners
California
$598K
OHWA
2098
Oak Hill Wealth Advisors
Virginia
$598K +$571K +12,549 New
BWM
2099
BNC Wealth Management
Oregon
$598K +$3.41K +75 +0.6%
PIM
2100
Platinum Investment Management
Australia
$597K -$405K -8,891 -41%