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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2451
Wealth Architects
California
$742K -$44.2K -79 -6%
GA
2452
Greenspring Advisors
Maryland
$741K +$726K +1,298 New
First Command Advisory Services
2453
First Command Advisory Services
Texas
$741K +$34.7K +62 +5%
MAG
2454
MRA Advisory Group
New Jersey
$740K +$559 +1 +0.1%
AFM
2455
Aspetuck Financial Management
Connecticut
$738K – – –
PPW
2456
Parcion Private Wealth
Washington
$737K +$6.15K +11 +0.9%
CGFA
2457
Colton Groome Financial Advisors
North Carolina
$737K +$273K +489 +61%
LSIA
2458
LaSalle St. Investment Advisors
Illinois
$737K -$83.3K -149 -10%
AF
2459
Atala Financial
California
$735K – – –
CCA
2460
Coign Capital Advisors
Utah
$735K +$15.7K +28 +2%
APW
2461
Austin Private Wealth
Texas
$733K -$49.2K -88 -6%
XF
2462
XML Financial
Maryland
$732K +$168K +301 +31%
HHRDM
2463
H&H Retirement Design & Management
Nevada
$732K – – –
NIP
2464
Nicholas Investment Partners
California
$731K -$79.9K -143 -10%
GWM
2465
Goldenstone Wealth Management
California
$730K +$714K +1,278 New
CD
2466
Chapin Davis
Maryland
$729K +$11.7K +21 +2%
ACP
2467
Argyle Capital Partners
California
$729K +$14K +25 +2%
SAM
2468
Summit Asset Management
Tennessee
$728K -$6.71K -12 -0.9%
CS
2469
Crescent Sterling
Louisiana
$727K +$30.7K +55 +5%
TWM
2470
Tradition Wealth Management
Minnesota
$726K +$8.38K +15 +1%
CPA
2471
Cardiff Park Advisors
California
$726K -$27.4K -49 -4%
CCC
2472
Compass Capital Corp
Massachusetts
$726K +$7.27K +13 +1%
Wedge Capital Management
2473
Wedge Capital Management
North Carolina
$725K -$10.6K -19 -1%
BWM
2474
BlackDiamond Wealth Management
New York
$724K +$205K +367 +37%
CPL
2475
CAP Partners LLC
Tennessee
$723K -$119K -213 -14%