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Name Holding Trade Value Shares
Change
Change in
Stake
RC
1001
Rexford Capital
Texas
$850K +$11.8K +78 +2%
BST
1002
Bath Savings Trust
Maine
$850K – – –
LIM
1003
Longfellow Investment Management
Massachusetts
$849K +$794K +5,241 New
NF
1004
NavPoint Financial
Minnesota
$848K – – –
VA
1005
VestGen Advisors
Illinois
$846K +$19.4K +128 +3%
PWG
1006
Private Wealth Group
Florida
$845K – – –
JIC
1007
Joel Isaacson & Co
New York
$843K – – –
SW
1008
Simplicity Wealth
New Jersey
$842K +$172K +1,134 +28%
MEG
1009
Millstone Evans Group
Colorado
$840K +$1.06K +7 +0.1%
CAM
1010
Cozad Asset Management
Illinois
$838K – – –
FBT
1011
First Bank & Trust
South Dakota
$837K – – –
BA
1012
Ballast Advisors
Minnesota
$835K -$182K -1,198 -19%
PWA
1013
Prairie Wealth Advisors
Nebraska
$835K – – –
CC
1014
Chicago Capital
Illinois
$833K -$3.03K -20 -0.4%
AGP
1015
Autumn Glory Partners
Texas
$832K +$606 +4 +0.1%
TCRG
1016
Twin Cities Retirement Group
Minnesota
$830K +$35.6K +235 +5%
CWA
1017
Canvas Wealth Advisors
Kansas
$826K -$127K -841 -14%
SIP
1018
Stoneridge Investment Partners
Pennsylvania
$823K -$566K -3,735 -44%
SCA
1019
St. Clair Advisors
Ohio
$822K – – –
NAG
1020
Northstar Advisory Group
New Jersey
$820K – – –
WPC
1021
Wedmont Private Capital
Pennsylvania
$820K +$123K +813 +19%
1832 Asset Management
1022
1832 Asset Management
Ontario, Canada
$819K – – –
PP
1023
PDS Planning
Ohio
$819K +$22.1K +146 +3%
SWP
1024
Summit Wealth Partners
Florida
$816K +$152 +1 +0%
WF
1025
Wayfinding Financial
Washington
$815K -$39.1K -258 -5%