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Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
2801
WFA of San Diego
California
$93.9K -$2.23K -63 -2%
FSWA
2802
Financial Synergies Wealth Advisors
Texas
$93.1K +$18.4K +520 +23%
CPG
2803
Cornerstone Planning Group
New Jersey
$92.5K -$2.4K -68 -2%
DF
2804
DecisionPoint Financial
Arizona
$92.4K +$495 +14 +0.5%
RCG
2805
Rock Creek Group
District of Columbia
$92.1K -$51.4K -1,454 -34%
LD
2806
Lipe & Dalton
New York
$92K
RWM
2807
Raffa Wealth Management
District of Columbia
$91.9K +$955 +27 +1%
APC
2808
Aspire Private Capital
North Carolina
$91.8K +$3.22K +91 +3%
CCP
2809
Carmel Capital Partners
California
$91.3K +$74.4K +2,103 +325%
ACM
2810
Antonetti Capital Management
Florida
$91.1K +$177 +5 +0.2%
Legacy Financial Group (Iowa)
2811
Legacy Financial Group (Iowa)
Iowa
$88.5K +$94.4K +2,669 New
EARNEST Partners
2812
EARNEST Partners
Georgia
$87.6K
RW
2813
RVW Wealth
California
$86.9K +$92.6K +2,619 New
EWP
2814
Elevation Wealth Partners
California
$86.3K +$248 +7 +0.3%
CH
2815
Canton Hathaway
Rhode Island
$85K +$20.6K +583 +30%
PP
2816
PrairieView Partners
Minnesota
$83K -$102K -2,898 -53%
GKIM
2817
GW&K Investment Management
Massachusetts
$83K +$22.2K +627 +34%
CIR
2818
Clear Investment Research
Georgia
$79.3K
GPI
2819
General Partner Inc
Pennsylvania
$78.5K
RAM
2820
Ramirez Asset Management
New York
$77K +$82K +2,320 New
GG
2821
Gleason Group
Kentucky
$76.7K +$919 +26 +1%
CCMI
2822
Creative Capital Management Investments
California
$76.2K -$4.95K -140 -6%
DWMG
2823
DB Wealth Management Group
California
$75.3K -$4.7K -133 -6%
SR
2824
Syntax Research
Florida
$75.2K +$80.2K +2,267 New
PPWM
2825
PFG Private Wealth Management
Florida
$74.4K -$31.3K -884 -28%