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Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
1801
Vista Investment Partners II
Indiana
$777K +$787K +3,536 New
EWA
1802
EverSource Wealth Advisors
Alabama
$777K +$194K +872 +33%
REMPR
1803
Roof Eidam Maycock Peralta (REMP)
California
$777K – – –
GI
1804
GS Investments
Minnesota
$775K – – –
SI
1805
Saxon Interests
Texas
$775K +$7.57K +34 +1%
RPGK
1806
Retirement Planning Group (Kansas)
Kansas
$773K +$160K +719 +26%
WAM
1807
Worth Asset Management
Texas
$771K -$1.21M -5,438 -61%
KCM
1808
Kathmere Capital Management
Pennsylvania
$771K +$373K +1,673 +91%
DA
1809
Drake & Associates
Wisconsin
$770K +$679K +3,051 New
SLT
1810
St Louis Trust
Missouri
$769K – – –
BWP
1811
Burling Wealth Partners
Illinois
$769K +$779K +3,500 New
WKWM
1812
Walter & Keenan Wealth Management
Indiana
$768K +$5.34K +24 +0.7%
FPCP
1813
Fort Point Capital Partners
California
$766K -$7.79K -35 -1%
Fiera Capital (Canada)
1814
Fiera Capital (Canada)
Quebec, Canada
$764K -$140K -630 -15%
DG
1815
DMC Group
Alabama
$764K +$62.4K +280 +9%
GWA
1816
Geometric Wealth Advisors
District of Columbia
$763K -$17.1K -77 -2%
HFP
1817
Holistic Financial Partners
Indiana
$761K +$3.12K +14 +0.4%
PA
1818
Promethium Advisors
Maryland
$761K – – –
RIG
1819
RiverFront Investment Group
Virginia
$758K +$33.6K +151 +5%
SPL
1820
Smart Portfolios LLC
Washington
$758K -$7.79K -35 -1%
FAN
1821
Financial Advisors Network
California
$757K +$767K +3,446 New
AA
1822
Auxano Advisors
Washington
$755K -$7.79K -35 -1%
LAI
1823
Legal Advantage Investments
California
$755K -$11.1K -50 -1%
RCA
1824
Resonant Capital Advisors
Wisconsin
$754K +$49.9K +224 +7%
KCM
1825
Kendall Capital Management
Maryland
$753K -$27.8K -125 -4%