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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1101
Resurgent Financial Advisors
Georgia
$1.17M +$1.31M +11,177 New
GM
1102
GeoWealth Management
Illinois
$1.17M -$62.7K -533 -5%
GPA
1103
Guerra Pan Advisors
New Jersey
$1.16M -$6.82K -58 -0.5%
TIAA-CREF Individual & Institutional Services
1104
TIAA-CREF Individual & Institutional Services
New York
$1.16M +$1.3M +11,071 New
FRA
1105
Frank Rimerman Advisors
California
$1.15M -$812K -6,900 -38%
FAM
1106
Formidable Asset Management
Ohio
$1.15M +$813K +6,912 +168%
SSCM
1107
Sovereign's Capital Management
Georgia
$1.15M +$1.29M +10,966 New
IAS
1108
Insigneo Advisory Services
Florida
$1.13M -$52K -442 -4%
A
1109
Argentarii
Ohio
$1.13M -$33.1K -281 -3%
SWMG
1110
Signature Wealth Management Group
Georgia
$1.12M +$45.9K +390 +4%
SOS
1111
Silver Oak Securities
Tennessee
$1.12M +$417K +3,543 +50%
PCM
1112
Prelude Capital Management
New York
$1.11M +$863K +7,333 +221%
MAM
1113
MWA Asset Management
Massachusetts
$1.11M +$314K +2,670 +34%
Williams Jones Wealth Management
1114
Williams Jones Wealth Management
New York
$1.11M -$291K -2,475 -19%
BCM
1115
Bayesian Capital Management
New York
$1.11M +$1.25M +10,600 New
LS
1116
Leelyn Smith
Illinois
$1.09M -$456K -3,878 -27%
NFA
1117
Northern Financial Advisors
Michigan
$1.09M +$633K +5,378 +106%
Chicago Partners Investment Group
1118
Chicago Partners Investment Group
Illinois
$1.09M +$118K +1,003 +10%
Foundations Investment Advisors
1119
Foundations Investment Advisors
Arizona
$1.08M +$616K +5,236 +102%
BRWA
1120
B. Riley Wealth Advisors
Florida
$1.08M -$389K -3,308 -24%
Journey Strategic Wealth
1121
Journey Strategic Wealth
New Jersey
$1.08M +$373K +3,167 +44%
TCPG
1122
Trivant Custom Portfolio Group
California
$1.08M +$614K +5,217 +102%
MCC
1123
Money Concepts Capital
Florida
$1.08M +$176K +1,493 +17%
RIA
1124
Regal Investment Advisors
Michigan
$1.08M +$431K +3,660 +55%
CBT
1125
Central Bank & Trust
Kentucky
$1.07M +$60.5K +514 +5%