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Name Holding Trade Value Shares
Change
Change in
Stake
CRC
901
Curi RMB Capital
Illinois
$541K -$16.2K -86 -3%
SW
902
SVB Wealth
Massachusetts
$540K -$5.27K -28 -1%
KWM
903
Kingsview Wealth Management
Oregon
$535K -$13K -69 -2%
I
904
InceptionR
California
$534K +$339K +1,800 +173%
RCA
905
Resonant Capital Advisors
Wisconsin
$531K +$44.1K +234 +9%
AIM
906
Alhambra Investment Management
Florida
$530K – – –
NPFS
907
Novak & Powell Financial Services
Florida
$527K – – –
TIM
908
Thompson Investment Management
Wisconsin
$527K – – –
PGA
909
Portland Global Advisors
Maine
$526K – – –
CCA
910
Childress Capital Advisors
Texas
$526K +$259K +1,375 +97%
PFG
911
PAX Financial Group
Texas
$522K -$29.6K -157 -5%
AF
912
Advisornet Financial
Minnesota
$521K +$21.5K +114 +4%
BP
913
Ballentine Partners
Massachusetts
$521K -$49.7K -264 -9%
TNA
914
True North Advisors
Texas
$519K -$2.45K -13 -0.5%
QCIG
915
Quad-Cities Investment Group
Iowa
$508K – – –
FAM
916
Formidable Asset Management
Ohio
$507K – – –
TWA
917
TCI Wealth Advisors
Arizona
$506K -$1.13K -6 -0.2%
AWA
918
Aaron Wealth Advisors
Illinois
$503K -$706K -3,748 -58%
RIL
919
Rothschild Investment LLC
Illinois
$503K -$20K -106 -4%
PW
920
PUREfi Wealth
Massachusetts
$503K +$2.83K +15 +0.6%
CIA
921
Capital Investment Advisors
Georgia
$503K -$9.61K -51 -2%
PWS
922
Proactive Wealth Strategies
Georgia
$502K +$1.32K +7 +0.3%
FFA
923
Fragasso Financial Advisors
Pennsylvania
$499K +$500K +2,656 New
GAG
924
GM Advisory Group
New York
$499K +$5.27K +28 +1%
GFP
925
Gryphon Financial Partners
Ohio
$497K +$8.29K +44 +2%