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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1001
Joel Isaacson & Co
New York
$843K
SW
1002
Simplicity Wealth
New Jersey
$842K +$172K +1,134 +28%
MEG
1003
Millstone Evans Group
Colorado
$840K +$1.06K +7 +0.1%
CAM
1004
Cozad Asset Management
Illinois
$838K
FBT
1005
First Bank & Trust
South Dakota
$837K
BA
1006
Ballast Advisors
Minnesota
$835K -$182K -1,198 -19%
PWA
1007
Prairie Wealth Advisors
Nebraska
$835K
CC
1008
Chicago Capital
Illinois
$833K -$3.03K -20 -0.4%
AGP
1009
Autumn Glory Partners
Texas
$832K +$606 +4 +0.1%
TCRG
1010
Twin Cities Retirement Group
Minnesota
$830K +$35.6K +235 +5%
CWA
1011
Canvas Wealth Advisors
Kansas
$826K -$127K -841 -14%
SIP
1012
Stoneridge Investment Partners
Pennsylvania
$823K -$566K -3,735 -44%
SCA
1013
St. Clair Advisors
Ohio
$822K
NAG
1014
Northstar Advisory Group
New Jersey
$820K
WPC
1015
Wedmont Private Capital
Pennsylvania
$820K +$123K +813 +19%
1832 Asset Management
1016
1832 Asset Management
Ontario, Canada
$819K
PP
1017
PDS Planning
Ohio
$819K +$22.1K +146 +3%
SWP
1018
Summit Wealth Partners
Florida
$816K +$152 +1 +0%
WF
1019
Wayfinding Financial
Washington
$815K -$39.1K -258 -5%
BHIA
1020
Birch Hill Investment Advisors
Massachusetts
$815K
PWAM
1021
Pinnacle West Asset Management
Wyoming
$814K -$9.09K -60 -1%
AIM
1022
Acropolis Investment Management
Missouri
$812K -$23.9K -158 -3%
GWAM
1023
Guardian Wealth Advisors (Minnesota)
Minnesota
$811K +$233K +1,539 +44%
CP
1024
Camelot Portfolios
Ohio
$810K
SIA
1025
Soltis Investment Advisors
Utah
$806K +$6.37K +42 +0.9%