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Name Holding Trade Value Shares
Change
Change in
Stake
Perigon Wealth Management
726
Perigon Wealth Management
California
$671K +$4.94K +78 +0.8%
SIA
727
Strategic Investment Advisors
Michigan
$670K -$10.4K -164 -2%
AWS
728
Aspen Wealth Strategies
Colorado
$669K – – –
GHA
729
GW Henssler & Associates
Georgia
$668K -$57.2K -903 -8%
Brooklyn Investment Group
730
Brooklyn Investment Group
New York
$668K +$335K +5,294 +116%
TSMHT
731
Thurston Springer Miller Herd & Titak
Indiana
$665K +$210K +3,313 +51%
LRPA
732
L. Roy Papp & Associates
Arizona
$665K – – –
Larson Financial Group
733
Larson Financial Group
Missouri
$659K +$212K +3,344 +52%
Benjamin Edwards Inc
734
Benjamin Edwards Inc
Missouri
$659K +$112K +1,766 +22%
OWA
735
Outlook Wealth Advisors
Texas
$659K +$617K +9,730 New
Ashton Thomas Private Wealth
736
Ashton Thomas Private Wealth
Arizona
$654K +$44.7K +705 +8%
Modern Wealth Management
737
Modern Wealth Management
Kansas
$654K +$612K +9,662 New
EFG
738
Everhart Financial Group
Ohio
$654K +$83.1K +1,312 +16%
Summit Financial
739
Summit Financial
New Jersey
$650K +$608K +9,595 New
Fifth Third Wealth Advisors
740
Fifth Third Wealth Advisors
Ohio
$645K +$88.7K +1,400 +17%
Apella Capital
741
Apella Capital
Connecticut
$645K +$621K +9,794 New
IHT Wealth Management
742
IHT Wealth Management
Illinois
$644K -$6.4K -101 -1%
LA
743
Lifeworks Advisors
Michigan
$644K +$62.2K +982 +12%
FRA
744
Frank Rimerman Advisors
California
$639K +$57.4K +905 +11%
Wealthspire Advisors (New York)
745
Wealthspire Advisors (New York)
New York
$638K +$1.84K +29 +0.3%
RBFC
746
Roman Butler Fullerton & Co
Missouri
$632K -$5.27M -83,235 -90%
1M
747
1248 Management
Missouri
$631K +$591K +9,326 New
Advisors Asset Management
748
Advisors Asset Management
Colorado
$630K +$54.8K +864 +10%
AGF Management
749
AGF Management
Ontario, Canada
$627K +$10.9K +172 +2%
AW
750
Alteri Wealth
California
$625K -$2.09K -33 -0.4%