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Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
751
Redwood Wealth Management Group
New Jersey
$575K +$190K +15,056 +66%
HA
752
Herold Advisors
New York
$574K -$29.3K -2,313 -6%
WEG
753
World Equity Group
Illinois
$571K +$11.6K +916 +2%
HCP
754
Hexagon Capital Partners
Arkansas
$570K -$620 -49 -0.1%
RSWM
755
Robertson Stephens Wealth Management
California
$570K -$6.34K -501 -1%
RIA
756
Retirement Investment Advisors
Oklahoma
$569K -$88.6K -7,006 -16%
PMFA
757
Plante Moran Financial Advisors
Michigan
$566K -$99.1K -7,836 -17%
Bessemer Group
758
Bessemer Group
New Jersey
$565K -$60.9K -4,814 -11%
CSB
759
City State Bank
Iowa
$565K -$13 -1 -0%
EWA
760
Exencial Wealth Advisors
Oklahoma
$559K +$298K +23,526 +175%
B
761
Bensler
Washington
$558K +$1.85K +146 +0.4%
CAAS
762
Capital Asset Advisory Services
Michigan
$557K -$20.2K -1,595 -4%
SWA
763
Stratos Wealth Advisors
Ohio
$557K +$241K +19,045 +107%
V
764
ViaWealth
Kansas
$557K -$6.78K -536 -1%
AC
765
Avestar Capital
New York
$556K +$36.8K +2,905 +9%
RFM
766
Royal Fund Management
Florida
$553K -$4.88K -386 -1%
WAAG
767
Wealth Alliance Advisory Group
Kansas
$553K
KIG
768
Kennedy Investment Group
New Jersey
$552K -$42.3K -3,344 -8%
PA
769
Probity Advisors
Texas
$545K +$456K +36,025 New
GC
770
Gratus Capital
Georgia
$543K +$454K +35,863 New
DGAM
771
Desjardins Global Asset Management
Quebec, Canada
$542K -$23.4K -1,850 -5%
FWM
772
Finer Wealth Management
Massachusetts
$542K -$78K -6,166 -15%
LWCFA
773
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$541K +$17K +1,340 +4%
CGL
774
Clarius Group LLC
Washington
$536K -$9.35K -739 -2%
BHWM
775
Beaird Harris Wealth Management
Texas
$536K -$64.8K -5,121 -13%