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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2151
Redhawk Wealth Advisors
Minnesota
$730K -$26.4K -83 -3%
DG
2152
DMC Group
Alabama
$730K -$956 -3 -0.1%
LFP
2153
Lakeshore Financial Planning
Michigan
$730K -$319 -1 -0%
FAN
2154
Financial Advisors Network
California
$729K +$319 +1 +0%
CFP
2155
Cascade Financial Partners
California
$728K -$252K -790 -25%
FMTC
2156
Farmers & Merchants Trust Company
California
$727K -$93.7K -294 -11%
GG
2157
Gleason Group
Kentucky
$727K +$4.14K +13 +0.6%
AWM
2158
Aberdeen Wealth Management
Illinois
$725K -$15.9K -50 -2%
PA
2159
Persium Advisors
Georgia
$725K +$41.7K +131 +6%
HP
2160
Holistic Planning
Texas
$724K -$26.1K -82 -3%
BI
2161
Ballast Inc
Kentucky
$724K -$41.4K -130 -5%
WSCM
2162
Wellington Shields Capital Management
New York
$722K -$71.4K -224 -9%
BIG
2163
Brookwood Investment Group
Arizona
$721K -$208K -654 -22%
GHA
2164
Granite Harbor Advisors
Texas
$720K -$127K -399 -15%
CCFM
2165
Clear Creek Financial Management
Washington
$720K -$15K -47 -2%
SHFA
2166
SC&H Financial Advisors
Maryland
$719K
TSS
2167
Taylor Securities Services
Pennsylvania
$719K
CF
2168
Centaurus Financial
California
$718K -$82.5K -259 -10%
SFG
2169
Seamount Financial Group
Colorado
$717K -$6.37K -20 -0.9%
BW
2170
BIP Wealth
Georgia
$717K -$184K -578 -20%
DCA
2171
DSG Capital Advisors
Minnesota
$716K
SIA
2172
Schear Investment Advisers
Ohio
$716K -$9.24K -29 -1%
PMA
2173
Prudent Man Advisors
Illinois
$716K +$251K +787 +52%
GCIA
2174
Gabelli & Co Investment Advisers
New York
$715K
TWD
2175
True Wealth Design
Ohio
$715K +$448K +1,407 +158%