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Name Holding Trade Value Shares
Change
Change in
Stake
GPFA
2101
Game Plan Financial Advisors
Ohio
$13.6M +$947K +5,089 +7%
WF
2102
Wayfinding Financial
Washington
$13.6M +$49.3K +265 +0.4%
BCMLT
2103
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.6M -$461K -2,478 -3%
ES
2104
Eagle Strategies
New York
$13.6M -$787K -4,228 -5%
RMC
2105
Resources Management Corp
Connecticut
$13.6M -$349K -1,877 -3%
SAM
2106
Stansberry Asset Management
Texas
$13.6M +$93.8K +504 +0.7%
PWAM
2107
Papamarkou Wellner Asset Management
New York
$13.6M -$109K -585 -0.8%
PIA
2108
Prakash Investment Advisors
Massachusetts
$13.6M -$1.77M -9,483 -12%
FAN
2109
Financial Advisors Network
California
$13.5M +$42.8K +230 +0.3%
PJSIMP
2110
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.5M -$437K -2,350 -3%
CA
2111
Cornerstone Advisory
Maryland
$13.5M -$389K -2,088 -3%
MFS
2112
Mattson Financial Services
Michigan
$13.5M -$752K -4,040 -5%
TC
2113
Trilogy Capital
California
$13.5M +$112K +601 +0.8%
IIM
2114
Ipswich Investment Management
Massachusetts
$13.5M -$396K -2,127 -3%
BW
2115
BIP Wealth
Georgia
$13.5M +$2.22M +11,925 +20%
SSWM
2116
Strait & Sound Wealth Management
California
$13.5M -$197K -1,060 -1%
AP
2117
Archon Partners
New Jersey
$13.4M
IA
2118
IFC Advisors
California
$13.4M +$2.2M +11,840 +20%
CFO
2119
CVA Family Office
Colorado
$13.4M +$1.71M +9,169 +15%
ISWM
2120
Intesa Sanpaolo Wealth Management
$13.4M +$13.3M +71,625 New
KCM
2121
Kathmere Capital Management
Pennsylvania
$13.4M +$1.73M +9,308 +15%
NB
2122
NBT Bank
New York
$13.3M -$343K -1,841 -3%
RWP
2123
Revolve Wealth Partners
New Jersey
$13.3M -$1.07M -5,740 -7%
BFWA
2124
Benchmark Financial Wealth Advisors
Florida
$13.3M +$2.39M +12,828 +22%
JAG
2125
Journey Advisory Group
Kentucky
$13.3M -$1.9M -10,192 -13%