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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
876
Crescent Grove Advisors
Illinois
$953K +$216 +1 +0%
CFSG
877
Community Financial Services Group
Vermont
$951K +$961K +4,457 New
NB
878
Nicolet Bankshares
Wisconsin
$950K -$32.6K -151 -3%
PPG
879
Peak Planning Group
Colorado
$949K +$1.73K +8 +0.2%
ZF
880
Zhang Financial
Michigan
$948K +$4.96K +23 +0.5%
GS
881
GTS Securities
Florida
$947K +$528K +2,449 +123%
BS
882
Bessemer Securities
New York
$947K -$539K -2,500 -36%
FFS
883
Founders Financial Securities
Maryland
$947K -$431 -2 -0%
MWM
884
MorganRosel Wealth Management
Colorado
$944K +$431 +2 +0%
GBT
885
Grove Bank & Trust
Florida
$939K -$124K -574 -12%
FFA
886
First Foundation Advisors
California
$935K +$51.1K +237 +6%
CFFP
887
Center for Financial Planning
Michigan
$933K +$16.8K +78 +2%
BWM
888
Biltmore Wealth Management
Arizona
$932K
RAM
889
Ramirez Asset Management
New York
$926K +$936K +4,344 New
RSWM
890
Robertson Stephens Wealth Management
California
$926K +$458K +2,124 +96%
1WA
891
180 Wealth Advisors
Washington
$919K +$8.19K +38 +0.9%
EA
892
Eudaimonia Advisors
Tennessee
$917K +$32.8K +152 +4%
CAM
893
Chesapeake Asset Management
New York
$917K +$64.9K +301 +8%
AC
894
AlphaCore Capital
California
$915K +$21.6K +100 +2%
TCM
895
Twin Capital Management
Pennsylvania
$913K -$89K -413 -9%
CI
896
Cigna Investments
Connecticut
$912K -$119K -551 -11%
CDH
897
Charles D. Hyman
$910K
AWE
898
Avidian Wealth Enterprises
Texas
$908K +$6.25K +29 +0.7%
GCMG
899
Gyroscope Capital Management Group
Florida
$906K -$362K -1,680 -28%
OF
900
Outfitter Financial
Maine
$906K