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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1051
Carson Wealth (CWM LLC)
Nebraska
$507K
MCM
1052
MV Capital Management
Maryland
$506K +$1.55K +6 +0.3%
AWM
1053
Aberdeen Wealth Management
Illinois
$504K -$1.29K -5 -0.3%
PA
1054
Parallel Advisors
California
$504K -$258 -1 -0.1%
BG
1055
Benedetti & Gucer
Georgia
$504K +$458K +1,777 New
GTCM
1056
Gyon Technologies Capital Management
New Jersey
$503K +$75K +291 +20%
DA
1057
Detalus Advisors
Missouri
$501K
WP
1058
WealthSource Partners
California
$501K +$93.3K +362 +26%
DTC
1059
Davidson Trust Company
Washington
$496K
CW
1060
CreativeOne Wealth
Kansas
$496K +$225K +873 +100%
LWM
1061
Lyell Wealth Management
California
$495K -$30.4K -118 -6%
GAM
1062
Garrison Asset Management
Arkansas
$494K
FNBT
1063
FineMark National Bank & Trust
Florida
$494K +$49.7K +193 +12%
QCG
1064
Quadrant Capital Group
Ohio
$490K +$25.2K +98 +6%
UIA
1065
UBP Investment Advisors
Switzerland
$490K +$444K +1,725 New
CG
1066
CFO4Life Group
Texas
$488K -$15.5K -60 -3%
IIC
1067
Integrated Investment Consultants
Michigan
$486K +$15.2K +59 +4%
EA
1068
Elm Advisors
California
$483K
MJRIC
1069
Mogy Joel R Investment Counsel
California
$483K
Jones Financial Companies
1070
Jones Financial Companies
Missouri
$479K +$39.9K +155 +10%
KM
1071
Kalos Management
Georgia
$478K -$195K -757 -33%
PIM
1072
Profit Investment Management
Maryland
$478K
GFS
1073
GYL Financial Synergies
Connecticut
$476K +$60.8K +236 +16%
CG
1074
Corundum Group
Colorado
$475K +$19.8K +77 +5%
TW
1075
TrinityPoint Wealth
Connecticut
$473K