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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1301
Crux Wealth Advisors
California
$886K -$818K -2,657 -52%
OFS
1302
OneAscent Financial Services
Alabama
$885K +$18.2K +59 +2%
GFP
1303
Gryphon Financial Partners
Ohio
$883K +$107K +346 +16%
BOH
1304
Bank of Hawaii
Hawaii
$875K -$678K -2,203 -47%
JWM
1305
JPL Wealth Management
Colorado
$875K -$13.9K -45 -2%
Financial Engines Advisors
1306
Financial Engines Advisors
California
$874K +$95.8K +311 +15%
YP
1307
YANKCOM Partnership
South Dakota
$873K +$28.6K +93 +4%
FIM
1308
Freedom Investment Management
Connecticut
$872K -$48K -156 -6%
DWA
1309
Douglass Winthrop Advisors
New York
$871K
BLFG
1310
Brian Low Financial Group
Louisiana
$870K +$751K +2,438 New
LWA
1311
Lineweaver Wealth Advisors
Ohio
$869K +$120K +390 +19%
A
1312
Allianz
Germany
$863K +$403K +1,308 +118%
SPWG
1313
Sage Private Wealth Group
Illinois
$859K -$93.9K -305 -11%
HC
1314
Hourglass Capital
Texas
$857K
VWM
1315
Venturi Wealth Management
Texas
$855K +$133K +433 +22%
SCM
1316
Sunbeam Capital Management
Georgia
$853K +$4.62K +15 +0.6%
KP
1317
Keel Point
Alabama
$848K +$74.5K +242 +11%
MCM
1318
Monument Capital Management
Virginia
$842K
GWSG
1319
GPS Wealth Strategies Group
Colorado
$842K -$21.6K -70 -3%
PWMG
1320
Prestige Wealth Management Group
New Jersey
$841K +$121K +394 +20%
EWM
1321
Elmwood Wealth Management
California
$840K -$924 -3 -0.1%
CAC
1322
Core Alternative Capital
Georgia
$836K -$1.03M -3,343 -59%
CGA
1323
Crescent Grove Advisors
Illinois
$831K +$145K +472 +25%
AAP
1324
Arax Advisory Partners
Colorado
$829K +$105K +342 +17%
JSW
1325
Journey Strategic Wealth
New Jersey
$826K +$227K +738 +47%