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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1026
Monetary Management Group
Missouri
$601K -$112K -5,100 -16%
CG
1027
Corundum Group
Colorado
$599K +$578K +26,398 New
FMWA
1028
Forvis Mazars Wealth Advisors
Missouri
$599K -$230K -10,514 -28%
GSC
1029
Ground Swell Capital
South Carolina
$591K +$569K +26,005 New
RWM
1030
Ritholtz Wealth Management
New York
$589K +$135K +6,162 +31%
CFG
1031
Cooper Financial Group
California
$585K +$49.4K +2,257 +10%
FRA
1032
Frank Rimerman Advisors
California
$585K +$108K +4,920 +24%
FLPIM
1033
F.L. Putnam Investment Management
Massachusetts
$584K -$362K -16,528 -39%
WPC
1034
White Pine Capital
Minnesota
$583K -$8.38K -383 -1%
AF
1035
Advisornet Financial
Minnesota
$582K -$143K -6,541 -20%
AA
1036
Alta Advisers
United Kingdom
$582K +$245K +11,200 +78%
CA
1037
Crewe Advisors
Utah
$579K -$142K -6,470 -20%
HDIM
1038
Hanson & Doremus Investment Management
Vermont
$576K +$296K +13,543 +115%
Financial Engines Advisors
1039
Financial Engines Advisors
California
$576K -$14.9K -680 -3%
ACM
1040
Allred Capital Management
Texas
$575K
RBC
1041
Romano Brothers & Co
Illinois
$574K -$36K -1,644 -6%
IC
1042
Iconiq Capital
California
$573K +$328K +15,012 +147%
LIM
1043
Leavell Investment Management
Alabama
$572K +$22.6K +1,033 +4%
PTC
1044
Private Trust Company
Ohio
$571K +$90.2K +4,123 +20%
SWP
1045
Sagespring Wealth Partners
Tennessee
$570K +$255K +11,670 +87%
PPG
1046
Peak Planning Group
Colorado
$568K -$37.3K -1,704 -6%
AAA
1047
American Alpha Advisors
New York
$568K +$547K +25,001 New
HP
1048
Holowesko Partners
Bahamas
$568K
PA
1049
PFG Advisors
Arizona
$567K -$5.14K -235 -0.9%
ST
1050
Smithfield Trust
Pennsylvania
$566K -$76K -3,473 -12%