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Name Holding Trade Value Shares
Change
Change in
Stake
Aspiriant LLC
1401
Aspiriant LLC
California
$224K +$227K +1,051 New
HUB Investment Partners
1402
HUB Investment Partners
Texas
$224K -$40.3K -187 -15%
SWG
1403
Summit Wealth Group
Vermont
$224K – – –
GFG
1404
Goldstone Financial Group
Illinois
$223K -$14K -65 -6%
CreativeOne Wealth
1405
CreativeOne Wealth
Kansas
$222K -$883K -4,094 -80%
CF
1406
Centaurus Financial
California
$222K -$16K -74 -7%
FSCM
1407
Front Street Capital Management
Montana
$222K – – –
EverSource Wealth Advisors
1408
EverSource Wealth Advisors
Alabama
$222K -$5.17K -24 -2%
SG
1409
StoneX Group
New York
$222K -$117K -542 -34%
SA
1410
Syntax Advisors
New York
$222K -$56.7K -263 -20%
VCG
1411
Vantage Consulting Group
Virginia
$222K -$56.7K -263 -20%
Brookstone Capital Management
1412
Brookstone Capital Management
Illinois
$220K +$238K +1,103 New
NFG
1413
Nadler Financial Group
Illinois
$220K – – –
LIM
1414
Lagoda Investment Management
New York
$220K +$222K +1,030 New
CNWM
1415
Clay Northam Wealth Management
California
$219K – – –
AIM
1416
Avity Investment Management
Connecticut
$219K -$10.8K -50 -5%
SSWM
1417
Sheets Smith Wealth Management
North Carolina
$218K – – –
CCA
1418
Childress Capital Advisors
Texas
$217K +$219K +1,017 New
BWM
1419
BCS Wealth Management
Tennessee
$216K +$219K +1,015 New
Nicholas Hoffman & Company
1420
Nicholas Hoffman & Company
Georgia
$216K +$218K +1,012 New
FAG
1421
Fortitude Advisory Group
Washington
$215K +$217K +1,007 New
EIP
1422
Ellis Investment Partners
Pennsylvania
$215K -$8.62K -40 -4%
B
1423
Bensler
Washington
$214K +$217K +1,005 New
RW
1424
Rede Wealth
Virginia
$214K – – –
VP
1425
Verum Partners
North Carolina
$213K -$78.7K -365 -27%