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Name Holding Trade Value Shares
Change
Change in
Stake
RW
1401
REDW Wealth
New Mexico
$667K -$41.6K -1,469 -7%
FIA
1402
Foundations Investment Advisors
Arizona
$666K +$225K +7,936 +64%
STA
1403
Summit Trail Advisors
New York
$665K -$59.9K -2,115 -9%
AFP
1404
Ausdal Financial Partners
Iowa
$663K -$5.01K -177 -0.9%
UL
1405
Unionview LLC
Washington
$660K +$10.2K +359 +2%
GFP
1406
Gryphon Financial Partners
Ohio
$660K -$21.9K -772 -4%
JWBC
1407
John W. Bristol & Co
New York
$660K
ZIG
1408
Zuckerman Investment Group
Illinois
$659K +$14K +493 +3%
PFA
1409
Pure Financial Advisors
California
$658K -$31.9K -1,127 -5%
TCM
1410
Triumph Capital Management
Colorado
$654K -$53.7K -1,895 -9%
TL
1411
TowerView LLC
New York
$653K
CA
1412
Capital Advantage
California
$653K +$33.3K +1,177 +6%
SIP
1413
Scott Investment Partners
United Kingdom
$653K
IBOK
1414
Independence Bank of Kentucky
Kentucky
$652K -$448K -15,829 -44%
LWM
1415
Lodestone Wealth Management
Washington
$652K -$14.1K -497 -2%
WBG
1416
Wharton Business Group
Pennsylvania
$651K +$28 +1 +0%
I2I
1417
Insight 2811 Inc
Illinois
$649K -$10.4K -366 -2%
WW
1418
Waterfront Wealth
Kansas
$647K -$140K -4,942 -20%
PFBT
1419
Parkside Financial Bank & Trust
Missouri
$647K +$44.6K +1,574 +9%
ACL
1420
Applied Capital LLC
Florida
$645K +$57.1K +2,014 +11%
KA
1421
Klingman & Associates
New York
$645K -$7.79K -275 -1%
ACA
1422
Atlas Capital Advisors
Wyoming
$645K -$1.45K -51 -0.3%
TIA
1423
Tiemann Investment Advisors
California
$645K -$11.8K -417 -2%
LC
1424
Lindbrook Capital
California
$645K -$81.7K -2,883 -13%
MPIA
1425
Mountain Pacific Investment Advisers
Idaho
$640K -$78.6K -2,775 -12%