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Name Holding Trade Value Shares
Change
Change in
Stake
GL
1401
Gerber LLC
Ohio
$571K +$2.29K +70 +0.4%
IHL
1402
Investment House LLC
California
$571K -$125K -3,800 -17%
WP
1403
Westmount Partners
California
$571K +$124K +3,772 +26%
KA
1404
Klingman & Associates
New York
$570K -$11K -335 -2%
AFA
1405
AA Financial Advisors
Ohio
$570K -$122K -3,738 -17%
FA
1406
Financial Advisors
Massachusetts
$569K
PSP
1407
Pacific Sage Partners
Washington
$569K +$13.6K +416 +2%
DBRC
1408
D.B. Root & Company
Pennsylvania
$568K -$548K -16,734 -48%
CWP
1409
Concord Wealth Partners
Virginia
$568K +$20.7K +631 +4%
GLA
1410
Good Life Advisors
Pennsylvania
$567K +$138K +4,226 +30%
WWM
1411
Western Wealth Management
Colorado
$567K -$6.95K -212 -1%
MCA
1412
Martin Capital Advisors
Texas
$567K
DWM
1413
Dogwood Wealth Management
Kansas
$566K +$2.1K +64 +0.4%
PCS
1414
Personal CFO Solutions
New Jersey
$564K +$24.4K +746 +4%
SIM
1415
Sentry Investment Management
Wisconsin
$564K -$204K -6,226 -25%
WWMSC
1416
Wagner Wealth Management (South Carolina)
South Carolina
$564K -$37.8K -1,153 -6%
UL
1417
Unionview LLC
Washington
$563K -$44.9K -1,369 -7%
SMA
1418
Sage Mountain Advisors
Georgia
$563K -$46.7K -1,425 -7%
TSMHT
1419
Thurston Springer Miller Herd & Titak
Indiana
$562K +$595K +18,157 New
DMBA
1420
Deseret Mutual Benefit Administrators
Utah
$562K +$22.6K +689 +4%
AIM
1421
Acropolis Investment Management
Missouri
$560K -$142K -4,345 -19%
TFS
1422
Thoroughbred Financial Services
Tennessee
$560K +$81.7K +2,492 +16%
ERIC
1423
Eagle Rock Investment Company
Georgia
$558K
SIA
1424
Sit Investment Associates
Minnesota
$557K
XT
1425
XTX Topco
Cayman Islands
$556K +$373K +11,394 +174%