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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1726
Professional Advisory Services
Florida
$724K +$4.53K +150 +0.6%
GF
1727
Gries Financial
Ohio
$723K -$6.59K -218 -0.9%
JMFC
1728
J.M. Forbes & Co
Massachusetts
$722K
DA
1729
Detalus Advisors
Missouri
$720K -$167K -5,539 -18%
Fiera Capital (Canada)
1730
Fiera Capital (Canada)
Quebec, Canada
$718K +$754K +24,956 New
CHC
1731
City Holding Co
West Virginia
$717K -$106K -3,520 -12%
RRA
1732
Round Rock Advisors
Connecticut
$716K -$345K -11,398 -31%
TCM
1733
Triumph Capital Management
Colorado
$715K +$295K +9,744 +65%
BFG
1734
Berger Financial Group
Minnesota
$714K -$44.9K -1,486 -6%
CG
1735
CFO4Life Group
Texas
$712K -$32.6K -1,078 -4%
CFD
1736
Creative Financial Designs
Indiana
$711K +$544K +18,007 +269%
PSB
1737
Piscataqua Savings Bank
New Hampshire
$710K -$8.16K -270 -1%
HG
1738
Herbst Group
Connecticut
$709K -$211K -6,967 -22%
VFG
1739
V2 Financial group
Illinois
$709K +$388K +12,850 +109%
OFS
1740
OneAscent Financial Services
Alabama
$709K +$744K +24,626 New
MMA
1741
Miracle Mile Advisors
California
$709K -$64.8K -2,144 -8%
BAAM
1742
Baker Avenue Asset Management
California
$707K -$282K -9,342 -28%
CRB
1743
Chad R. Baker
$705K
CTA
1744
Colonial Trust Advisors
South Carolina
$705K -$233K -7,708 -24%
MFG
1745
Magnus Financial Group
New York
$704K -$51.8K -1,713 -7%
BIA
1746
Bigelow Investment Advisors
Maine
$703K -$76.1K -2,516 -9%
HNWAG
1747
High Net Worth Advisory Group
Florida
$703K -$430K -14,239 -37%
GWSG
1748
GPS Wealth Strategies Group
Colorado
$701K +$13.8K +457 +2%
LFA
1749
Legacy Financial Advisors
Kentucky
$699K -$69.3K -2,291 -9%
IFWM
1750
Institute for Wealth Management
Colorado
$698K -$224K -7,411 -23%