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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
501
RPG Investment Advisory
California
$24K – – –
KJWM
502
Kiley Juergens Wealth Management
Washington
$24K +$23.5K +267 New
GRP
503
Global Retirement Partners
California
$23K – – –
KA
504
Kaizen Advisory
Illinois
$23K +$11.5K +131 +115%
MA
505
MUFG Americas
New York
$23K +$17.9K +204 +408%
CB
506
Community Bank
New York
$22K – – –
APA
507
American Portfolios Advisors
New York
$21.8K -$527 -6 -2%
BWM
508
Baystate Wealth Management
Massachusetts
$19K +$88 +1 +0.5%
CIM
509
Contravisory Investment Management
Massachusetts
$19K +$17.7K +202 New
RFA
510
Reilly Financial Advisors
California
$18K – – –
WWMSC
511
Wagner Wealth Management (South Carolina)
South Carolina
$18K +$2.55K +29 +18%
VanEck Associates
512
VanEck Associates
New York
$18K +$16.7K +190 New
HT
513
Heritage Trust
Oklahoma
$18K +$17.6K +200 New
CIA
514
CSat Investment Advisory
Michigan
$17K +$16.3K +186 New
HFM
515
Hartford Financial Management
Connecticut
$16K – – –
ACM
516
AUA Capital Management
Pennsylvania
$14K – – –
CWM
517
Cranbrook Wealth Management
Michigan
$14K – – –
MMG
518
Monetary Management Group
Missouri
$14K – – –
DWM
519
Destination Wealth Management
California
$14K +$13.2K +150 New
FCB
520
First Command Bank
Texas
$13K -$2.2K -25 -15%
FCFS
521
First Command Financial Services
Texas
$13K -$2.2K -25 -15%
YWP
522
YorkBridge Wealth Partners
New York
$13K -$1.41K -16 -10%
CFA
523
Carroll Financial Associates
North Carolina
$13K – – –
RE
524
RBC Europe
United Kingdom
$12K – – –
PMFA
525
Plante Moran Financial Advisors
Michigan
$12K +$2.2K +25 +23%