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Name Holding Trade Value Shares
Change
Change in
Stake
CRA
2601
Clear Retirement Advice
California
$514K
RFN
2602
Redwood Financial Network
Ohio
$514K -$4.21K -8 -0.8%
CPA
2603
Capital Planning Advisors
California
$513K -$441K -837 -45%
SIS
2604
Sound Income Strategies
Florida
$512K +$5.27K +10 +1%
GAM
2605
Grandview Asset Management
Pennsylvania
$512K -$4.74K -9 -0.9%
MCC
2606
Malaga Cove Capital
California
$512K +$539K +1,024 New
AF
2607
Apollon Financial
South Carolina
$512K +$115K +218 +27%
CMAI
2608
Capital Management Associates Inc
Minnesota
$511K +$3.16K +6 +0.6%
PWM
2609
Paulson Wealth Management
Illinois
$511K +$7.37K +14 +1%
BSSFA
2610
Baron Silver Stevens Financial Advisors
Florida
$511K -$45.3K -86 -8%
AP
2611
Advisors Preferred
Maryland
$511K +$289K +549 +116%
CPA
2612
Clear Point Advisors
New York
$510K
JFG
2613
JMG Financial Group
Illinois
$509K
RA
2614
Rise Advisors
New York
$509K -$60K -114 -10%
WSA
2615
Warm Springs Advisors
California
$509K
Axa
2616
Axa
France
$509K +$537K +1,019 New
DWS
2617
Discipline Wealth Solutions
South Carolina
$508K +$5.27K +10 +1%
IIA
2618
Integral Investment Advisors
California
$508K +$108K +205 +25%
WCFA
2619
Walkner Condon Financial Advisors
Wisconsin
$507K -$14.2K -27 -3%
CAC
2620
Core Alternative Capital
Georgia
$507K +$95.9K +182 +22%
BWP
2621
Barlow Wealth Partners
Kentucky
$506K +$2.11K +4 +0.4%
DW
2622
Durante & Waters
New York
$506K
FA
2623
Fiducient Advisors
Illinois
$506K
BC
2624
BDFS Capital
Delaware
$503K +$21.1K +40 +4%
TA
2625
Townsend & Associates
Colorado
$503K -$83.7K -159 -14%