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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1901
Aurora Private Wealth
New Jersey
$683K +$47.6K +811 +7%
PS
1902
Planned Solutions
California
$682K +$215K +3,668 +43%
AIM
1903
Allen Investment Management
New York
$681K
DA
1904
Detalus Advisors
Missouri
$675K +$75.1K +1,280 +12%
FPCP
1905
Fort Point Capital Partners
California
$669K
MA
1906
MCF Advisors
Kentucky
$669K +$151K +2,577 +28%
CYG
1907
Clean Yield Group
Vermont
$667K
DC
1908
DeDora Capital
California
$666K -$1.7K -29 -0.2%
LWP
1909
Legacy Wealth Planning
Nevada
$665K +$7.1K +121 +1%
HCMT
1910
Highland Capital Management (Tennessee)
Tennessee
$664K -$37.6K -640 -5%
BW
1911
Bison Wealth
Georgia
$664K -$29.9K -510 -4%
IWA
1912
IVC Wealth Advisors
Pennsylvania
$663K -$2.76K -47 -0.4%
GAG
1913
GM Advisory Group
New York
$663K
SB
1914
Strategic Blueprint
Georgia
$663K +$282K +4,813 +69%
AIFAIM
1915
American Institute for Advanced Investment Management
Arizona
$662K
TWM
1916
Titus Wealth Management
California
$662K +$10K +171 +1%
ACA
1917
Aptus Capital Advisors
Alabama
$662K +$21.2K +362 +3%
VCM
1918
Vivaldi Capital Management
Illinois
$661K -$99.1K -1,689 -12%
TW
1919
TrinityPoint Wealth
Connecticut
$661K +$44.1K +752 +7%
MWC
1920
MBM Wealth Consultants
Missouri
$661K +$49.8K +849 +8%
BCP
1921
Blue Chip Partners
Michigan
$658K +$2.11K +36 +0.3%
RPWA
1922
Regent Peak Wealth Advisors
Georgia
$656K -$15K -256 -2%
GC
1923
Gilbert & Cook
Iowa
$655K +$16.6K +282 +2%
CAM
1924
Congress Asset Management
Massachusetts
$654K -$72.3K -1,231 -10%
SAM
1925
SignalPoint Asset Management
Missouri
$654K -$6.46K -110 -0.9%