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Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
1726
Joseph P. Lucia & Associates
New York
$1.15M -$151K -577 -12%
RI
1727
Rinkey Investments
California
$1.14M -$13.3K -51 -1%
PWM
1728
Prosperity Wealth Management
California
$1.14M +$467K +1,786 +79%
FFG
1729
Frisch Financial Group
New York
$1.14M -$1.13M -4,303 -52%
BIAS
1730
Beacon Investment Advisory Services
New Jersey
$1.14M +$7.07K +27 +0.7%
LIWM
1731
Long Island Wealth Management
New York
$1.14M – – –
FF
1732
Francis Financial
$1.13M +$4.71K +18 +0.5%
IP
1733
Ignite Planners
California
$1.13M +$9.42K +36 +0.9%
CLA
1734
Carnegie Lake Advisors
New Jersey
$1.13M – – –
SFS
1735
Strategic Financial Services
New York
$1.12M -$66K -252 -6%
DF Dent & Co
1736
DF Dent & Co
Maryland
$1.12M -$63.3K -242 -6%
WAG
1737
Winthrop Advisory Group
Massachusetts
$1.12M +$64.7K +247 +7%
GJWM
1738
Gilliland Jeter Wealth Management
Arkansas
$1.12M +$785 +3 +0.1%
IA
1739
Integrity Alliance
Iowa
$1.12M +$423K +1,616 +69%
PWP
1740
Phillips Wealth Planners
Mississippi
$1.12M +$4.45K +17 +0.4%
JB Capital
1741
JB Capital
Connecticut
$1.12M +$17.3K +66 +2%
BCP
1742
Blue Chip Partners
Michigan
$1.12M +$10.5K +40 +1%
PRTG
1743
Post Resch Tallon Group
New York
$1.12M – – –
FB
1744
First Bancorp
Maine
$1.11M -$22.2K -85 -2%
FH
1745
FWG Holdings
Florida
$1.11M +$31.9K +122 +3%
LWAM
1746
Legacy Wealth Asset Management
Minnesota
$1.11M -$442K -1,689 -30%
EWS
1747
Evergreen Wealth Solutions
Pennsylvania
$1.11M -$131K -499 -11%
TGIA
1748
Torrey Growth & Income Advisors
California
$1.11M +$1.03M +3,930 New
BFA
1749
Benedict Financial Advisors
Georgia
$1.11M +$43.7K +167 +4%
TIA
1750
Traphagen Investment Advisors
New Jersey
$1.11M +$88.2K +337 +9%