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Name Holding Trade Value Shares
Change
Change in
Stake
V
1251
VeraBank
Texas
$3.19M -$1.19K -8 -0%
DRD
1252
Dennis R. Delaney
$3.19M -$145K -971 -4%
CWP
1253
CFM Wealth Partners
Texas
$3.19M +$189K +1,273 +6%
TC
1254
Trilogy Capital
California
$3.18M +$89.2K +599 +3%
WAAG
1255
Wealth Alliance Advisory Group
Kansas
$3.18M +$143K +959 +5%
JFGIW
1256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.18M +$121K +812 +4%
CCA
1257
Checchi Capital Advisers
California
$3.18M -$27.4K -184 -0.8%
HAC
1258
Harbor Advisory Corp
New Hampshire
$3.18M +$1.68M +11,261 +109%
FA
1259
Fiduciary Alliance
South Carolina
$3.17M -$5.92M -39,780 -65%
SB
1260
Strategic Blueprint
Georgia
$3.17M -$208K -1,398 -6%
AMG
1261
Advisors Management Group
Wisconsin
$3.17M +$7.14K +48 +0.2%
RCIM
1262
Red Cedar Investment Management
Michigan
$3.17M – – –
HWA
1263
HCR Wealth Advisors
California
$3.16M -$33K -222 -1%
GSEP
1264
Golden State Equity Partners
California
$3.15M +$45.5K +306 +1%
BKA
1265
Brick & Kyle Associates
Pennsylvania
$3.14M -$33.8K -227 -1%
DSC
1266
Duncker Streett & Co
Missouri
$3.14M -$1.21M -8,118 -28%
DRS
1267
Deane Retirement Strategies
Louisiana
$3.13M +$3.04M +20,445 +2,428%
TWM
1268
TCFG Wealth Management
California
$3.13M +$3.16M +21,244 New
GFPC
1269
Global Financial Private Client
Florida
$3.12M +$41.7K +280 +1%
BMC
1270
Beaton Management Company
Massachusetts
$3.12M – – –
KLWA
1271
Kelly Lawrence W & Associates
California
$3.12M -$59.5K -400 -2%
HGWM
1272
Horst & Graben Wealth Management
Oregon
$3.12M +$1.49K +10 +0%
MCWS
1273
McKinley Carter Wealth Services
West Virginia
$3.11M +$59.7K +401 +2%
RSWM
1274
Robertson Stephens Wealth Management
California
$3.11M -$293K -1,966 -9%
C
1275
Certuity
Florida
$3.11M -$14.8M -99,224 -82%