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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
5351
Serenus Wealth Advisors
California
$887K -$54.2K -134 -5%
CPC
5352
Cadia Private Client
New Jersey
$886K -$20.6K -51 -2%
CFG
5353
CMC Financial Group
Georgia
$884K +$2.43K +6 +0.3%
HCA
5354
Hyperion Capital Advisors
New York
$884K +$445K +1,100 +87%
AR
5355
Apeiron RIA
Texas
$884K -$2.07M -5,124 -66%
CAAM
5356
Cornerstone Advisors Asset Management
Pennsylvania
$883K -$42.5K -105 -4%
SWP
5357
ShoreHaven Wealth Partners
New Jersey
$882K -$32K -79 -3%
KG
5358
Kilter Group
New York
$881K +$95.9K +237 +11%
CCA
5359
Conestoga Capital Advisors
Pennsylvania
$880K
KFP
5360
Keener Financial Planning
Texas
$879K -$773K -1,911 -45%
AAS
5361
AdviceOne Advisory Services
Connecticut
$879K +$73.2K +181 +8%
SPA
5362
Sound Portfolio Advisors
Connecticut
$878K
EWA
5363
Elevate Wealth Advisory
Georgia
$878K +$126K +312 +15%
FF
5364
Financial Futures
New Jersey
$876K +$3.24K +8 +0.3%
SF
5365
Schaeffer Financial
Maryland
$875K
MW
5366
Merited Wealth
Florida
$872K -$20.6K -51 -2%
GFP
5367
Gainline Financial Partners
Colorado
$872K +$946K +2,337 New
BWM
5368
Brickley Wealth Management
California
$871K -$7.28K -18 -0.8%
DI
5369
Decision Investments
California
$871K -$2.02K -5 -0.2%
PWM
5370
Puff Wealth Management
New Jersey
$870K +$944K +2,333 New
CWM
5371
Copia Wealth Management
Oregon
$869K -$405 -1 -0%
AFIA
5372
America First Investment Advisors
Nebraska
$867K +$17K +42 +2%
FWM
5373
ForthRight Wealth Management
Georgia
$866K +$32.8K +81 +4%
IWP
5374
Insight Wealth Partners
Texas
$866K -$2.83K -7 -0.3%
SFMG
5375
Sage Financial Management Group
Virginia
$864K