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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
1101
Integrated Advisors Network
Texas
$575K -$60.9K -139 -10%
BWP
1102
Baldwin Wealth Partners
Massachusetts
$575K
IRC
1103
Investors Research Corp
Georgia
$573K
GRP
1104
Global Retirement Partners
California
$571K +$21.5K +49 +4%
CL
1105
Choreo LLC
Illinois
$569K +$6.57K +15 +1%
MCC
1106
Money Concepts Capital
Florida
$569K +$543K +1,241 New
NSIM
1107
North Star Investment Management
Illinois
$568K
HIA
1108
Harbor Investment Advisory
Maryland
$568K +$148K +338 +37%
GFP
1109
Gryphon Financial Partners
Ohio
$566K +$6.57K +15 +1%
FNBT
1110
FineMark National Bank & Trust
Florida
$564K +$10.9K +25 +2%
GA
1111
Geller Advisors
New York
$563K +$196K +448 +57%
SF
1112
Summit Financial
New Jersey
$557K +$533K +1,216 New
PWP
1113
Principle Wealth Partners
Connecticut
$554K +$2.63K +6 +0.5%
NRS
1114
Neville Rodie & Shaw
New York
$553K
GW
1115
GW & Wade
Massachusetts
$551K -$449K -1,026 -46%
AFS
1116
Aft Forsyth & Sober
Florida
$550K
WA
1117
Wealth Architects
California
$546K +$6.57K +15 +1%
AWA
1118
Authentikos Wealth Advisory
California
$546K -$438 -1 -0.1%
KWM
1119
Kingsview Wealth Management
Oregon
$545K +$63.9K +146 +14%
FAFN
1120
First Affirmative Financial Network
Colorado
$544K +$117K +267 +29%
CT
1121
Chicago Trust
Illinois
$543K -$18.8K -43 -3%
SP
1122
Saranac Partners
$543K -$107K -245 -17%
CA
1123
CGN Advisors
Kansas
$543K
KP
1124
Keel Point
Alabama
$541K +$38.1K +87 +8%
WPP
1125
Whalerock Point Partners
Rhode Island
$539K +$13.6K +31 +3%