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Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
1001
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$363K +$417K +1,985 New
CGA
1002
Crescent Grove Advisors
Illinois
$361K – – –
TA
1003
TFB Advisors
Kansas
$360K -$123K -583 -23%
CA
1004
Commerzbank Aktiengesellschaft
Germany
$360K +$135K +643 +49%
WDA
1005
Wendell David Associates
New Hampshire
$359K +$28.4K +135 +7%
BW
1006
Blalock Williams
Alabama
$356K +$410K +1,950 New
TCA
1007
Trifecta Capital Advisors
Illinois
$356K -$210 -1 -0.1%
PGFC
1008
Peapack-Gladstone Financial Corp
New Jersey
$354K -$419K -1,992 -51%
SF
1009
Summit Financial
New Jersey
$351K +$9.67K +46 +2%
UAG
1010
United Advisor Group
Ohio
$350K +$12.4K +59 +3%
WG
1011
Wealth Group
North Carolina
$347K -$21.2K -101 -5%
PDL
1012
Portfolio Design Labs
California
$346K +$398K +1,893 New
PWPS
1013
Pinnacle Wealth Planning Services
Ohio
$345K -$141K -671 -26%
MP
1014
Moment Partners
California
$345K +$397K +1,889 New
IP
1015
Ignite Planners
California
$345K +$62K +295 +19%
KAS
1016
KPP Advisory Services
Kentucky
$344K +$19.3K +92 +5%
BWP
1017
BSW Wealth Partners
Colorado
$342K +$27.3K +130 +7%
IBOK
1018
Independence Bank of Kentucky
Kentucky
$341K – – –
WAG
1019
Wallace Advisory Group
California
$341K +$258K +1,225 +284%
VVP
1020
Venture Visionary Partners
Ohio
$341K +$17.2K +82 +5%
AIM
1021
Arcadia Investment Management
Michigan
$340K – – –
RWM
1022
Revisor Wealth Management
Ohio
$337K -$178K -846 -32%
NWAG
1023
Net Worth Advisory Group
Utah
$336K +$2.52K +12 +0.7%
FFA
1024
Founders Financial Alliance
North Carolina
$336K +$5.05K +24 +1%
TFF
1025
The Family Firm
Maryland
$335K +$2.73K +13 +0.7%