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Name Holding Trade Value Shares
Change
Change in
Stake
OA
2351
Oracle Alpha
Ontario, Canada
$706K +$672K +6,476 New
RFN
2352
Redwood Financial Network
Ohio
$706K +$4.36K +42 +0.7%
CBFP
2353
Cedar Brook Financial Partners
Ohio
$704K -$3.22K -31 -0.5%
IF
2354
Intrua Financial
Texas
$704K -$74.9K -722 -10%
CAC
2355
Certified Advisory Corp
Florida
$703K -$1.61M -15,477 -71%
AMG
2356
Asset Management Group
Connecticut
$703K -$27.1K -261 -4%
RCA
2357
Resonant Capital Advisors
Wisconsin
$702K +$11.6K +112 +2%
EWS
2358
Evergreen Wealth Solutions
Pennsylvania
$700K +$61.5K +592 +10%
GFG
2359
Greystone Financial Group
Michigan
$700K -$311 -3 -0%
CCA
2360
Cottonwood Capital Advisors
Utah
$700K -$10.6K -102 -2%
ORC
2361
O'Rourke & Company
Massachusetts
$699K -$1.14K -11 -0.2%
SIC
2362
Sterling Investment Counsel
New York
$698K -$68.2K -657 -9%
BFPW
2363
BOK Financial Private Wealth
Colorado
$698K -$12.5K -120 -2%
CH
2364
Canton Hathaway
Rhode Island
$698K
FA
2365
Faithward Advisors
Pennsylvania
$698K +$106K +1,019 +23%
OIA
2366
Optimum Investment Advisors
Illinois
$698K -$83K -800 -11%
LWM
2367
Lyell Wealth Management
California
$698K +$450K +4,333 +210%
JFA
2368
JNBA Financial Advisors
Minnesota
$696K +$415 +4 +0.1%
SWIG
2369
Strategic Wealth Investment Group
Kentucky
$695K +$63.6K +613 +11%
AIA
2370
Alera Investment Advisors
Illinois
$695K +$10.7K +103 +2%
ACM
2371
Avalon Capital Management
California
$693K
AWM
2372
Absher Wealth Management
North Carolina
$693K +$9.96K +96 +2%
KFA
2373
Kelleher Financial Advisors
New York
$693K +$6.23K +60 +1%
VC
2374
Vicus Capital
Pennsylvania
$693K -$292K -2,810 -31%
FC
2375
FORA Capital
Florida
$692K -$1.69M -16,292 -72%