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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1676
Romano Brothers & Co
Illinois
$646K -$56.1K -550 -8%
FWA
1677
FORM Wealth Advisors
Wisconsin
$645K -$30.5K -299 -4%
SEIA
1678
Signature Estate & Investment Advisors
California
$645K -$95.5K -937 -12%
CWM
1679
Chemistry Wealth Management
New York
$644K -$368K -3,610 -35%
TBA
1680
Tower Bridge Advisors
Pennsylvania
$643K -$25.5K -250 -4%
PL
1681
Plancorp LLC
Missouri
$642K +$144K +1,415 +27%
PHIC
1682
Pine Haven Investment Counsel
Massachusetts
$641K – – –
GWAG
1683
Garrett Wealth Advisory Group
Texas
$641K -$29.7K -291 -4%
PCG
1684
PFC Capital Group
California
$636K -$156K -1,535 -19%
CCG
1685
Chatham Capital Group
Georgia
$635K -$4.08K -40 -0.6%
FFA
1686
Founders Financial Alliance
North Carolina
$634K -$30.7K -301 -4%
CG
1687
CFO4Life Group
Texas
$631K -$10.2K -100 -2%
SCM
1688
Sitrin Capital Management
California
$631K – – –
WFA
1689
Wellspring Financial Advisors
Ohio
$628K -$55.1K -540 -8%
AIM
1690
Access Investment Management
Georgia
$628K – – –
GHI
1691
Gross & Hartman Investments
Pennsylvania
$625K +$52.3K +513 +9%
SSW
1692
Stone Summit Wealth
Florida
$624K -$61.7K -605 -9%
AIM
1693
Advyzon Investment Management
Illinois
$623K +$82.3K +807 +14%
EFM
1694
E Fund Management
China
$623K -$3.16K -31 -0.5%
TPI
1695
Trust Point Inc
Wisconsin
$621K +$18.7K +183 +3%
EA
1696
Everpar Advisors
Oklahoma
$620K +$87.1K +854 +15%
BWP
1697
Barlow Wealth Partners
Kentucky
$620K -$20.4K -200 -3%
FWP
1698
FAS Wealth Partners
Kansas
$618K +$15.5K +152 +2%
PWM
1699
Prentice Wealth Management
New York
$617K -$15K -147 -2%
RMP
1700
Richards, Merrill & Peterson
Washington
$617K +$26.1K +256 +4%