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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
3051
Compton Financial Group
Maryland
$266K
Cohen & Steers
3052
Cohen & Steers
New York
$265K
Vanguard Capital Wealth Advisors
3053
Vanguard Capital Wealth Advisors
Colorado
$264K +$9.14K +30 +4%
CCA
3054
Cadent Capital Advisors
Oklahoma
$264K -$115K -377 -31%
JF
3055
Jump Financial
Illinois
$264K -$202K -663 -44%
RPGK
3056
Retirement Planning Group (Kansas)
Kansas
$264K +$3.05K +10 +1%
SWM
3057
Soundmark Wealth Management
Washington
$263K
HIC
3058
Harvey Investment Company
Kentucky
$263K -$18.9K -62 -7%
TW
3059
Towerpoint Wealth
California
$263K +$2.44K +8 +1%
MCC
3060
Malaga Cove Capital
California
$262K
CPW
3061
Crestmont Private Wealth
Texas
$262K +$253K +830 New
BZWA
3062
Blue Zone Wealth Advisors
California
$262K -$6.7K -22 -3%
RIS
3063
Retirement Income Solutions
Michigan
$262K
UCI
3064
Uncommon Cents Investing
Wisconsin
$262K -$15.2K -50 -4%
SC
3065
Seldon Capital
California
$261K
AWM
3066
Aevitas Wealth Management
Massachusetts
$259K +$914 +3 +0.4%
MCA
3067
MSH Capital Advisors
Arizona
$258K -$44.8K -147 -15%
MWA
3068
Motive Wealth Advisors
Michigan
$257K +$13.7K +45 +6%
CSIA
3069
Charles Schwab Investment Advisory
California
$256K +$15.8K +52 +7%
JDR
3070
Jay D. Rosenbaum
$256K +$247K +810 New
LI
3071
LVZ Inc
Michigan
$256K +$247K +810 New
MWP
3072
Meredith Wealth Planning
Illinois
$255K +$246K +808 New
WWP
3073
Waypoint Wealth Partners
California
$255K +$21.3K +70 +9%
RJTCONH
3074
Raymond James Trust Company of New Hampshire
New Hampshire
$255K -$61.2K -201 -20%
POIA
3075
Pin Oak Investment Advisors
Texas
$255K +$8.83K +29 +4%