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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1601
Tradition Wealth Management
Minnesota
$294K +$1.71K +4 +0.6%
CFP
1602
Cascade Financial Partners
California
$294K -$36.4K -85 -11%
DFG
1603
Dynamic Financial Group
Iowa
$293K – – –
RF
1604
Rossby Financial
Florida
$293K -$177K -414 -38%
Centiva Capital
1605
Centiva Capital
New York
$292K -$182K -424 -38%
CP
1606
Canopy Partners
Ohio
$291K -$79.2K -185 -21%
PFW
1607
Petros Family Wealth
Minnesota
$291K -$23.6K -55 -7%
UAG
1608
United Advisor Group
Ohio
$291K +$16.7K +39 +6%
RFN
1609
RDA Financial Network
Iowa
$290K -$28.7K -67 -9%
CA
1610
Cullinan Associates
Kentucky
$288K -$10.7K -25 -4%
WFA
1611
Wellspring Financial Advisors
Ohio
$288K +$48K +112 +20%
WAM
1612
Weatherly Asset Management
California
$288K +$3.85K +9 +1%
FWA
1613
FSM Wealth Advisors
Ohio
$288K -$72.4K -169 -20%
Members Trust
1614
Members Trust
Florida
$287K -$7.28K -17 -2%
CWMP
1615
Clarion Wealth Managment Partners
Virginia
$287K -$17.6K -41 -6%
MAG
1616
M3 Advisory Group
Massachusetts
$286K -$24K -56 -8%
ABLA
1617
Alan B. Lancz & Associates
Ohio
$286K – – –
OW
1618
Olistico Wealth
Oklahoma
$286K -$94.2K -220 -25%
GGA
1619
Granite Group Advisors
Connecticut
$285K -$10.3K -24 -3%
PAM
1620
Parvin Asset Management
South Dakota
$284K -$9.85K -23 -3%
PA
1621
Planning Alternatives
Michigan
$283K +$29.6K +69 +12%
DAM
1622
Delta Asset Management
Tennessee
$283K – – –
Washington Trust
1623
Washington Trust
Rhode Island
$283K +$3K +7 +1%
SHFP
1624
Second Half Financial Partners
Florida
$281K +$11.6K +27 +4%
PIA
1625
Perennial Investment Advisors
California
$279K +$31.3K +73 +13%