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Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
751
Redwood Wealth Management Group
New Jersey
$3.81M -$93.2K -511 -2%
AFG
752
Atomi Financial Group
New York
$3.8M +$176K +967 +5%
CWM
753
Cornerstone Wealth Management
Missouri
$3.79M +$1.63M +8,948 +82%
PI
754
Pettee Investors
Connecticut
$3.79M
WP
755
Westmount Partners
California
$3.77M +$13.1K +72 +0.4%
JWCA
756
J.W. Coons Advisors
Ohio
$3.77M +$248K +1,357 +7%
GFS
757
GYL Financial Synergies
Connecticut
$3.76M +$84.5K +463 +2%
CAM
758
Carret Asset Management
New York
$3.75M -$64.9K -356 -2%
SFWA
759
Summit Financial Wealth Advisors
Louisiana
$3.74M +$12.2K +67 +0.3%
SA
760
Strategic Advisors
New York
$3.74M -$684K -3,751 -16%
QCM
761
Quantinno Capital Management
New York
$3.73M +$1.1M +6,031 +45%
SWMG
762
Signature Wealth Management Group
Georgia
$3.71M -$969K -5,313 -21%
MWM
763
Modera Wealth Management
New Jersey
$3.68M +$316K +1,731 +10%
ST
764
Smithfield Trust
Pennsylvania
$3.66M -$19.3K -106 -0.5%
VCA
765
Verdence Capital Advisors
Maryland
$3.65M -$354K -1,938 -9%
Jones Financial Companies
766
Jones Financial Companies
Missouri
$3.65M +$452K +2,477 +15%
WFMPM
767
Woodley Farra Manion Portfolio Management
Indiana
$3.63M -$187K -1,024 -5%
AIA
768
AIMZ Investment Advisors
California
$3.62M -$54.2K -297 -2%
RIL
769
Rothschild Investment LLC
Illinois
$3.62M +$59.3K +325 +2%
PCMK
770
Paragon Capital Management (Kansas)
Kansas
$3.6M -$24.8K -136 -0.7%
LA
771
Lifeworks Advisors
Michigan
$3.6M +$79.7K +437 +2%
OPTFSNA
772
Old Point Trust & Financial Services N A
Virginia
$3.6M -$31K -170 -0.9%
ABC
773
Associated Banc-Corp
Wisconsin
$3.58M -$8.03K -44 -0.2%
AW
774
Atlas Wealth
Ohio
$3.57M -$912 -5 -0%
AG
775
AIA Group
Hong Kong
$3.56M +$3.4M +18,621 New