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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1001
GDS Wealth Management
Texas
$1.49M -$51K -167 -4%
LC
1002
Lindbrook Capital
California
$1.49M +$344K +1,126 +34%
CA
1003
Cullinan Associates
Kentucky
$1.48M +$145K +473 +12%
SW
1004
SlateStone Wealth
Florida
$1.48M +$611 +2 +0%
NFA
1005
Northern Financial Advisors
Michigan
$1.48M
IIM
1006
InTrack Investment Management
Vermont
$1.46M +$1.35M +4,412 New
HIA
1007
Harbor Investment Advisory
Maryland
$1.46M +$137K +450 +11%
IFG
1008
Independent Financial Group
California
$1.46M +$597K +1,955 +80%
CRC
1009
Curi RMB Capital
Illinois
$1.45M +$359K +1,176 +37%
A
1010
Allianz
Germany
$1.45M +$814K +2,665 +156%
ARG
1011
Advisory Resource Group
Oklahoma
$1.44M +$131K +428 +11%
GFS
1012
GYL Financial Synergies
Connecticut
$1.43M -$43.1K -141 -3%
CFFP
1013
Center for Financial Planning
Michigan
$1.43M -$64.5K -211 -5%
AWM
1014
Axxcess Wealth Management
California
$1.42M -$442K -1,446 -25%
FFS
1015
Founders Financial Securities
Maryland
$1.42M -$52.2K -171 -4%
PFT
1016
Providence First Trust
Arizona
$1.42M +$1.31M +4,288 New
NC
1017
NovaPoint Capital
Georgia
$1.42M +$88.6K +290 +7%
CFG
1018
Cooper Financial Group
California
$1.41M -$179K -585 -12%
SFG
1019
SevenBridge Financial Group
Pennsylvania
$1.41M +$170K +558 +17%
GBT
1020
Grove Bank & Trust
Florida
$1.41M +$5.8K +19 +0.4%
DBRC
1021
D.B. Root & Company
Pennsylvania
$1.41M -$135K -441 -9%
IFS
1022
Ifrah Financial Services
Arkansas
$1.41M -$32.4K -106 -2%
EWM
1023
Empirical Wealth Management
Washington
$1.4M +$126K +414 +11%
OFS
1024
Oldfather Financial Services
Nebraska
$1.4M +$3.06K +10 +0.2%
AC
1025
AlphaCore Capital
California
$1.39M -$17.4K -57 -1%