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Name Holding Trade Value Shares
Change
Change in
Stake
RIS
2201
Retirement Income Solutions
Michigan
$761K +$23.7K +79 +3%
GWMR
2202
GC Wealth Management RIA
Massachusetts
$759K -$2.53M -8,450 -77%
CFG
2203
Certior Financial Group
Pennsylvania
$758K -$8.09K -27 -1%
BWM
2204
Bullock Wealth Management
Indiana
$756K -$7.49K -25 -1%
GPWM
2205
Grant Private Wealth Management
California
$755K +$75.8K +253 +11%
LAM
2206
Lifestyle Asset Management
Texas
$755K +$31.4K +105 +4%
CFO
2207
Cambient Family Office
Michigan
$752K +$761K +2,540 New
RAG
2208
RIA Advisory Group
Iowa
$750K -$133K -444 -15%
CSPIA
2209
Cary Street Partners Investment Advisory
Virginia
$750K +$241K +805 +47%
TFA
2210
Transamerica Financial Advisors
Florida
$750K -$21.6K -72 -3%
PIP
2211
Peachtree Investment Partners
Florida
$748K +$221K +737 +41%
MLL
2212
Moody Lynn & Lieberson
Massachusetts
$746K +$299 +1 +0%
SL
2213
Summitry LLC
California
$746K +$38K +127 +5%
EWM
2214
Evermay Wealth Management
Virginia
$746K +$15.9K +53 +2%
SKK
2215
Shepherd Kaplan Krochuk
Massachusetts
$745K -$30.8K -103 -4%
SL
2216
Salomon & Ludwin
Virginia
$745K -$132K -441 -15%
AAG
2217
Asset Advisory Group
New Jersey
$744K +$752K +2,512 New
CWM
2218
Centric Wealth Management
Illinois
$743K +$299 +1 +0%
GG
2219
Greenwood Gearhart
Arkansas
$743K -$44.9K -150 -6%
HCMT
2220
Highland Capital Management (Tennessee)
Tennessee
$743K -$114K -381 -13%
Foster Group
2221
Foster Group
Iowa
$742K +$9.88K +33 +1%
TW
2222
TritonPoint Wealth
Maryland
$742K -$88.9K -297 -11%
BC
2223
Barrett & Company
Rhode Island
$741K -$60.5K -202 -7%
PB
2224
Prosperity Bancshares
Texas
$741K +$749K +2,500 New
TWP
2225
Tower Wealth Partners
Pennsylvania
$740K +$22.8K +76 +3%