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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1026
Montag & Associates
Georgia
$212K
WA1
1027
Wimmer Associates 1
California
$212K
NP
1028
NorthRock Partners
Minnesota
$211K
WDC
1029
Woodward Diversified Capital
California
$211K +$209K +1,269 New
GHA
1030
Granite Harbor Advisors
Texas
$210K +$208K +1,263 New
GIA
1031
Gladstone Institutional Advisory
Florida
$209K -$16.8K -102 -7%
PAM
1032
PVG Asset Management
Colorado
$209K -$50.8K -308 -20%
JAG
1033
Journey Advisory Group
Kentucky
$209K +$207K +1,258 New
VPP
1034
Vertex Planning Partners
Illinois
$209K +$494 +3 +0.2%
PA
1035
PFG Advisors
Arizona
$208K -$47.6K -289 -19%
SFG
1036
Synergy Financial Group
California
$208K +$330 +2 +0.2%
SWM
1037
Spire Wealth Management
Virginia
$208K -$128K -779 -37%
GCP
1038
Gill Capital Partners
Colorado
$208K +$1.65K +10 +0.8%
ACP
1039
Aviance Capital Partners
Florida
$207K
RF
1040
Rossby Financial
Florida
$207K +$1.32K +8 +0.6%
FFG
1041
Fiduciary Financial Group
California
$207K +$194K +1,175 New
SFS
1042
Strategic Financial Services
New York
$206K
AWM
1043
Aprio Wealth Management
Georgia
$205K +$204K +1,237 New
SA
1044
SL Advisors
New Jersey
$205K -$55.1K -334 -21%
KCM
1045
Kornitzer Capital Management
Kansas
$202K -$19.6K -119 -9%
AFG
1046
Atomi Financial Group
New York
$202K +$200K +1,216 New
OWP
1047
ORG Wealth Partners
Texas
$198K -$80.3K -487 -30%
TF
1048
Tompkins Financial
New York
$198K -$297K -1,800 -60%
AIM
1049
Anchor Investment Management
South Carolina
$195K
SAM
1050
Smartleaf Asset Management
Massachusetts
$194K +$128K +779 +203%