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Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
1901
Cerro Pacific Wealth Advisors
California
$654K -$52K -206 -8%
RIS
1902
Retirement Income Solutions
Michigan
$653K -$2.78K -11 -0.4%
CBFP
1903
Cedar Brook Financial Partners
Ohio
$652K +$121K +479 +25%
ORC
1904
O'Rourke & Company
Massachusetts
$651K +$613K +2,429 New
PCS
1905
Personal CFO Solutions
New Jersey
$650K +$14.1K +56 +2%
HWIS
1906
Hancock Whitney Investment Services
Louisiana
$649K +$608K +2,410 New
RIM
1907
Regent Investment Management
Kentucky
$647K +$50.5K +200 +9%
CRWM
1908
Castle Rock Wealth Management
California
$646K -$148K -586 -19%
RIG
1909
RiverFront Investment Group
Virginia
$646K -$252 -1 -0%
CA
1910
CSM Advisors
Pennsylvania
$644K
NRA
1911
NSI Retail Advisors
Pennsylvania
$644K
CPC
1912
Congress Park Capital
New York
$642K
HIF
1913
Hill Island Financial
Michigan
$641K +$604K +2,392 New
ES
1914
ETF Store
Kansas
$639K +$636K +2,518 New
WMS
1915
Wealth Management Solutions
Pennsylvania
$637K +$600K +2,375 New
MAG
1916
Mayfair Advisory Group
Alabama
$635K
CCA
1917
Column Capital Advisors
Indiana
$634K
HAS
1918
Holland Advisory Services
Florida
$634K +$597K +2,366 New
CAM
1919
Congress Asset Management
Massachusetts
$633K -$61.9K -245 -9%
KFA
1920
Krane Funds Advisors
New York
$633K +$335K +1,327 +128%
CTB
1921
Country Trust Bank
Illinois
$632K +$475K +1,883 +396%
PFA
1922
Pure Financial Advisors
California
$631K +$98.5K +390 +20%
SAM
1923
Strategy Asset Managers
California
$629K -$251K -995 -30%
PWM
1924
PBMares Wealth Management
Virginia
$629K +$28.8K +114 +5%
VCM
1925
Vigilant Capital Management
Maine
$629K +$275K +1,090 +87%