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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1051
Conning Inc
Connecticut
$226K -$2.84K -15 -1%
MG
1052
Mather Group
Illinois
$226K -$379 -2 -0.2%
TAM
1053
Tocqueville Asset Management
New York
$224K +$228K +1,202 New
HAFS
1054
Hapanowicz & Associates Financial Services
Pennsylvania
$224K
AWM
1055
Able Wealth Management
New Jersey
$224K +$227K +1,200 New
GCP
1056
Gill Capital Partners
Colorado
$223K +$1.52K +8 +0.7%
HVIA
1057
Hudson Valley Investment Advisors
New York
$223K -$1.14K -6 -0.5%
Jones Financial Companies
1058
Jones Financial Companies
Missouri
$223K -$18.6K -98 -8%
AIA
1059
Alera Investment Advisors
Illinois
$221K +$225K +1,185 New
SMG
1060
Smart Money Group
Texas
$220K +$224K +1,180 New
CW
1061
Channel Wealth
California
$220K -$94.7K -500 -30%
CPIG
1062
Chicago Partners Investment Group
Illinois
$220K +$7.96K +42 +4%
D
1063
Diversified
Delaware
$219K +$222K +1,173 New
MGIA
1064
Moneta Group Investment Advisors
Missouri
$218K +$2.65K +14 +1%
BIG
1065
Brooklyn Investment Group
New York
$216K +$219K +1,158 New
LBWM
1066
Left Brain Wealth Management
Illinois
$216K -$4.55K -24 -2%
MG
1067
Meritage Group
California
$215K -$4.17K -22 -2%
CWP
1068
CFM Wealth Partners
Texas
$214K
VWM
1069
Valley Wealth Managers
New Jersey
$214K +$4.36K +23 +2%
IA
1070
IFP Advisors
Florida
$213K +$3.41K +18 +2%
FFA
1071
First Foundation Advisors
California
$213K -$92.1K -486 -30%
TNA
1072
True North Advisors
Texas
$213K
KA
1073
Kintegral Advisory
New York
$213K -$1.33K -7 -0.6%
MSWM
1074
McGlone Suttner Wealth Management
Wisconsin
$212K +$11K +58 +5%
WA
1075
Wealth Alliance
New York
$212K +$18.8K +99 +10%