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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1401
Collective Family Office
Pennsylvania
$764K -$73.1K -201 -9%
APP
1402
Avantax Planning Partners
Iowa
$763K +$1.09K +3 +0.1%
AHB
1403
Abner Herrman & Brock
New Jersey
$762K +$740K +2,035 New
GS
1404
GTS Securities
Florida
$762K +$378K +1,038 +104%
GFG
1405
Goldstone Financial Group
Illinois
$761K +$40K +110 +6%
GSEP
1406
Golden State Equity Partners
California
$761K +$355K +976 +92%
WFI
1407
West Family Investments
California
$760K +$14.9K +41 +2%
CAM
1408
Chesapeake Asset Management
New York
$759K -$25.1K -69 -3%
AWM
1409
Aries Wealth Management
Maine
$758K
HTIM
1410
Harbour Trust & Investment Management
Indiana
$757K
RFW
1411
Rainier Family Wealth
Washington
$756K -$234K -643 -24%
ACM
1412
Allred Capital Management
Texas
$755K +$734K +2,018 New
RWMG
1413
Redwood Wealth Management Group
New Jersey
$754K +$92.7K +255 +14%
1WM
1414
1858 Wealth Management
Ohio
$753K +$70.9K +195 +11%
AAS
1415
Ameritas Advisory Services
Nebraska
$752K -$901K -2,477 -55%
OWA
1416
Outlook Wealth Advisors
Texas
$752K +$263K +724 +56%
FMC
1417
First Merchants Corp
Indiana
$750K -$102K -280 -12%
CFMC
1418
Curbstone Financial Management Corp
New Hampshire
$750K
ZIG
1419
Zuckerman Investment Group
Illinois
$749K +$364 +1 +0.1%
CIA
1420
Cascade Investment Advisors
Oregon
$744K +$12K +33 +2%
KWMG
1421
King Wealth Management Group
Florida
$743K -$14.5K -40 -2%
CCA
1422
Childress Capital Advisors
Texas
$743K +$201K +552 +39%
SAW
1423
Signal Advisors Wealth
Michigan
$740K +$720K +1,979 New
MCM
1424
Monument Capital Management
Virginia
$739K -$140K -386 -16%
TWM
1425
Trueblood Wealth Management
Ohio
$736K +$5.46K +15 +0.8%