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Name Holding Trade Value Shares
Change
Change in
Stake
EFMC
426
Empire Financial Management Company
New York
$744K +$11.6K +84 +1%
CHJWM
427
Carlton Hofferkamp & Jenks Wealth Management
Texas
$740K -$6.2K -45 -0.8%
VVP
428
Venture Visionary Partners
Ohio
$739K -$110K -801 -12%
GM
429
GeoWealth Management
Illinois
$738K +$311K +2,256 +63%
RhumbLine Advisers
430
RhumbLine Advisers
Massachusetts
$734K +$24K +174 +3%
CG
431
Caprock Group
Idaho
$729K -$119K -862 -13%
CCA
432
Catalyst Capital Advisors
New York
$724K +$92.3K +670 +13%
PFGIA
433
Patriot Financial Group Insurance Agency
Massachusetts
$720K +$105K +765 +15%
SHFA
434
SS&H Financial Advisors
Michigan
$718K
FFA
435
First Foundation Advisors
California
$715K -$1.26M -9,147 -62%
GBT
436
Grove Bank & Trust
Florida
$712K +$167K +1,212 +27%
MPPW
437
Mitchell & Pahl Private Wealth
Oklahoma
$701K +$9.92K +72 +1%
CWM
438
Compass Wealth Management
Connecticut
$699K
AWM
439
Aberdeen Wealth Management
Illinois
$698K -$47.9K -348 -6%
IIM
440
Ipswich Investment Management
Massachusetts
$694K -$347K -2,516 -31%
WG
441
Welch Group
Alabama
$693K +$234K +1,700 +45%
RPCONE
442
Retirement Planning Company of New England
Rhode Island
$692K -$11.7K -85 -2%
LWCFA
443
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$688K -$5.51K -40 -0.7%
AssetMark Inc
444
AssetMark Inc
California
$688K -$14.6K -106 -2%
HHRDM
445
H&H Retirement Design & Management
Nevada
$682K +$212K +1,541 +41%
RP
446
Raelipskie Partnership
Ontario, Canada
$677K +$41.3K +300 +6%
JCM
447
Jacobi Capital Management
Pennsylvania
$676K +$27.4K +199 +4%
CA
448
Clearstead Advisors
Ohio
$675K +$371K +2,691 +101%
QWP
449
Quotient Wealth Partners
Texas
$675K -$703K -5,104 -49%
AWM
450
Axxcess Wealth Management
California
$673K -$33.5K -243 -4%