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Name Holding Trade Value Shares
Change
Change in
Stake
JAG
701
Journey Advisory Group
Kentucky
$625K -$5.01M -28,741 -89%
MCM
702
Monument Capital Management
Virginia
$623K -$14.8K -85 -2%
MPPW
703
Mitchell & Pahl Private Wealth
Oklahoma
$622K -$13.8K -79 -2%
SFS
704
Stiles Financial Services
Minnesota
$621K -$253K -1,452 -28%
SPC
705
Spirepoint Private Client
Florida
$614K -$73.2K -420 -10%
NCM
706
Nelson Capital Management
California
$614K – – –
HGA
707
Hobbs Group Advisors
South Carolina
$609K -$322K -1,846 -34%
KWA
708
Kingswood Wealth Advisors
California
$603K -$1.05K -6 -0.2%
RDWM
709
Red Door Wealth Management
Tennessee
$602K -$84.2K -483 -12%
WJWM
710
Williams Jones Wealth Management
New York
$601K +$349 +2 +0.1%
MGIA
711
Moneta Group Investment Advisors
Missouri
$600K +$49.8K +286 +9%
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$597K -$3.49K -20 -0.6%
AAG
713
Asset Advisory Group
New Jersey
$596K – – –
CTA
714
Clear Trail Advisors
Texas
$593K – – –
MMG
715
Monetary Management Group
Missouri
$592K – – –
TCM
716
Twin Capital Management
Pennsylvania
$591K -$12.9K -74 -2%
AWC
717
Adamsbrown Wealth Consultants
Kansas
$591K +$25.8K +148 +4%
RMAM
718
Raab & Moskowitz Asset Management
New Jersey
$590K – – –
BCP
719
Blackhawk Capital Partners
Wisconsin
$589K -$45.5K -261 -7%
RCWM
720
Royal Capital Wealth Management
Indiana
$587K +$697 +4 +0.1%
TCMP
721
Thrive Capital Management (Pennsylvania)
Pennsylvania
$586K -$523 -3 -0.1%
TSS
722
Two Sigma Securities
New York
$585K +$603K +3,460 New
TA
723
TKG Advisors
Indiana
$583K +$214K +1,227 +55%
AF
724
Allworth Financial
California
$582K +$122K +702 +26%
GIM
725
Goelzer Investment Management
Indiana
$581K – – –