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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1801
Highline Wealth Partners
California
$89.8K +$3.19K +5 +4%
AA
1802
Addison Advisors
Vermont
$88.2K +$26.8K +42 +42%
GKIM
1803
GW&K Investment Management
Massachusetts
$88K +$17.9K +28 +25%
OP
1804
ORG Partners
Indiana
$86.4K -$14.7K -23 -14%
GSEP
1805
Golden State Equity Partners
California
$84.5K +$86.8K +136 New
Loomis, Sayles & Company
1806
Loomis, Sayles & Company
Massachusetts
$84K +$1.92K +3 +2%
PWMG
1807
Private Wealth Management Group
New Jersey
$83.8K +$638 +1 +0.7%
MWA
1808
MFA Wealth Advisors
Pennsylvania
$82.6K
ACM
1809
Anfield Capital Management
California
$77.6K
MSWM
1810
Mowery & Schoenfeld Wealth Management
Illinois
$77.6K
RWA
1811
Redmont Wealth Advisors
Illinois
$77K
QT
1812
Quantbot Technologies
New York
$77K +$72.1K +113 +1,027%
EBA
1813
Eagle Bay Advisors
New York
$73.9K +$2.55K +4 +3%
CFFP
1814
Center for Financial Planning
Michigan
$71.4K
CWP
1815
Capital Wealth Planning
Florida
$71.4K +$73.4K +115 New
LIS
1816
Legacy Investment Solutions
Idaho
$70.6K +$63.8K +100 New
LWMI
1817
Legacy Wealth Management (Idaho)
Idaho
$70.6K +$63.8K +100 New
SIC
1818
SJS Investment Consulting
Ohio
$66.4K
DMBA
1819
Deseret Mutual Benefit Administrators
Utah
$65.8K
HNB
1820
Hilltop National Bank
Wyoming
$63.3K -$5.11K -8 -7%
DF
1821
DecisionPoint Financial
Arizona
$62.1K
GWSG
1822
GPS Wealth Strategies Group
Colorado
$61.7K +$638 +1 +1%
FMP
1823
Financial Management Professionals
Texas
$60K +$1.28K +2 +2%
OA
1824
Operose Advisors
Wisconsin
$59K
AWM
1825
Abound Wealth Management
Tennessee
$58.7K +$5.75K +9 +11%