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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1601
Geller Advisors
New York
$709K -$174 -1 -0%
LSAG
1602
Lake Street Advisors Group
New Hampshire
$707K -$63.4K -365 -8%
AI
1603
Accredited Investors
Minnesota
$704K -$5.04K -29 -0.7%
GJWM
1604
Gilliland Jeter Wealth Management
Arkansas
$703K +$1.04K +6 +0.1%
STA
1605
Smith Thornton Advisors
Alabama
$702K +$705K +4,058 New
RWM
1606
Rench Wealth Management
Texas
$701K +$3.48K +20 +0.5%
IP
1607
Investment Partners
Ohio
$698K +$1.22K +7 +0.2%
WC
1608
Whitney & Co
New York
$694K -$5.21K -30 -0.7%
CSB
1609
City State Bank
Iowa
$692K -$52.3K -301 -7%
SC
1610
Stephens Consulting
Michigan
$692K -$20.5K -118 -3%
FWTB
1611
First Western Trust Bank
Colorado
$690K -$155K -894 -18%
WDG
1612
Wealth Dimensions Group
Ohio
$686K -$45K -259 -6%
Fiera Capital (Canada)
1613
Fiera Capital (Canada)
Quebec, Canada
$686K -$104K -600 -13%
LFA
1614
LifeGuide Financial Advisors
Pennsylvania
$681K +$4.87K +28 +0.7%
HGERS
1615
Householder Group Estate & Retirement Specialist
Arizona
$681K +$61.9K +356 +10%
NRI
1616
NFP Retirement Inc
California
$681K -$34.2K -197 -5%
SFSG
1617
Sound Financial Strategies Group
Mississippi
$680K +$23.1K +133 +3%
PP
1618
PDS Planning
Ohio
$679K +$7.82K +45 +1%
IFWM
1619
Institute for Wealth Management
Colorado
$678K +$17.9K +103 +3%
BB
1620
Berkshire Bank
Massachusetts
$678K -$81.1K -467 -11%
WRPWM
1621
Werba Rubin Papier Wealth Management
California
$678K +$681K +3,918 New
DWM
1622
Dopkins Wealth Management
New York
$675K +$34.8K +200 +5%
LA
1623
Legacy Advisors
Pennsylvania
$673K +$15.6K +90 +2%
IPW
1624
Invictus Private Wealth
Colorado
$672K -$29.2K -168 -4%
CIG
1625
Cullen Investment Group
Louisiana
$672K +$42.2K +243 +7%