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Name Holding Trade Value Shares
Change
Change in
Stake
RG
2501
Renaissance Group
Kentucky
$446K -$47.7K -185 -11%
KWM
2502
Keebeck Wealth Management
Illinois
$446K +$42.5K +165 +12%
JWM
2503
Jacksonville Wealth Management
Florida
$446K +$258 +1 +0.1%
RFP
2504
Root Financial Partners
California
$445K +$95.3K +370 +32%
RPA
2505
Rock Point Advisors
Vermont
$445K -$34.8K -135 -8%
SWIG
2506
Strategic Wealth Investment Group
Kentucky
$445K -$17K -66 -4%
HAS
2507
Horizon Advisory Services
New York
$445K
KBG
2508
Kahn Brothers Group
New York
$445K
SLC
2509
Second Line Capital
Louisiana
$445K +$26.3K +102 +7%
VAS
2510
Vestmark Advisory Solutions
Massachusetts
$443K +$153K +595 +66%
FFA
2511
Fortune Financial Advisors
Kansas
$442K
GWA
2512
Gibson Wealth Advisors
Texas
$442K
IR
2513
IAT Reinsurance
New York
$442K
LAM
2514
Lountzis Asset Management
Pennsylvania
$442K
NSCM
2515
New South Capital Management
Tennessee
$442K
SLG
2516
Stanley-Laman Group
Pennsylvania
$442K
WPA
2517
West Paces Advisors
Georgia
$442K
DFP
2518
Defined Financial Planning
California
$442K +$3.87K +15 +1%
GMFG
2519
Greater Midwest Financial Group
Minnesota
$440K +$5.15K +20 +1%
VC
2520
Vestor Capital
Illinois
$439K +$140K +543 +47%
SCI
2521
Stableford Capital II
Arizona
$439K
GPA
2522
Guerra Pan Advisors
New Jersey
$439K
BFPW
2523
BOK Financial Private Wealth
Colorado
$439K +$39.9K +155 +12%
NCM
2524
Nelson Capital Management
California
$437K
NC
2525
North Capital
Utah
$437K