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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$830K +$145K +2,313 +23%
GC
602
Grimes & Company
Massachusetts
$828K +$17.3K +277 +2%
SBIA
603
Sheaff Brock Investment Advisors
Indiana
$828K -$56.3K -900 -7%
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$826K +$171K +2,733 +28%
TA
605
Tectonic Advisors
Texas
$811K +$43.9K +701 +6%
UAS
606
United Asset Strategies
New York
$811K +$71.5K +1,142 +10%
APG
607
Abacus Planning Group
South Carolina
$810K -$3.25K -52 -0.4%
MSWM
608
McGlone Suttner Wealth Management
Wisconsin
$806K +$79.5K +1,271 +12%
LNC
609
Lincoln National Corp
Pennsylvania
$801K -$6.01K -96 -0.8%
SJIM
610
St. Johns Investment Management
Florida
$798K -$49.4K -789 -6%
AWM
611
Accurate Wealth Management
Florida
$796K -$15.6K -250 -2%
OIA
612
OneDigital Investment Advisors
Kansas
$795K +$172K +2,746 +30%
MA
613
Montag & Associates
Georgia
$789K – – –
I
614
InceptionR
California
$789K +$334K +5,330 +81%
SC
615
Savant Capital
Illinois
$785K +$2.63K +42 +0.4%
MYIA
616
Mount Yale Investment Advisors
Colorado
$780K -$37.4K -597 -5%
VCM
617
Virtue Capital Management
Tennessee
$780K -$210K -3,363 -23%
S
618
SignatureFD
Georgia
$769K -$45.1K -720 -6%
PCA
619
Peddock Capital Advisors
Massachusetts
$767K – – –
MWA
620
Midland Wealth Advisors
Illinois
$765K +$724K +11,572 New
WAP
621
Wealthcare Advisory Partners
Pennsylvania
$762K +$35.4K +565 +5%
PWG
622
Portside Wealth Group
Utah
$751K -$104K -1,661 -13%
CL
623
Choreo LLC
Illinois
$750K +$710K +11,342 New
HWP
624
Highline Wealth Partners
California
$750K – – –
CC
625
Centiva Capital
New York
$749K +$116K +1,850 +20%