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Name Holding Trade Value Shares
Change
Change in
Stake
TWPM
1726
Total Wealth Planning & Management
Florida
$667K +$682K +25,143 New
RFA
1727
Resurgent Financial Advisors
Georgia
$667K -$18.8K -692 -3%
SWP
1728
Summit Wealth Partners
Florida
$667K +$5.42K +200 +0.8%
GFP
1729
Gryphon Financial Partners
Ohio
$666K -$106K -3,891 -13%
PAS
1730
Professional Advisory Services
Florida
$665K -$8.14K -300 -1%
ISFAN
1731
Investor's Fiduciary Advisor Network
Washington
$664K +$680K +25,066 New
WA
1732
Waddell & Associates
Tennessee
$663K +$787 +29 +0.1%
SM
1733
Southport Management
Wyoming
$663K
GBT
1734
Grove Bank & Trust
Florida
$663K +$6.24K +230 +0.9%
AWAG
1735
ARS Wealth Advisors Group
Florida
$662K +$31.9K +1,176 +5%
PFA
1736
Pure Financial Advisors
California
$662K +$79.9K +2,945 +13%
RYIA
1737
Roehl & Yi Investment Advisors
Oregon
$661K +$676K +24,927 New
PIA
1738
Perennial Investment Advisors
California
$661K +$222K +8,195 +49%
TWP
1739
Tempus Wealth Planning
California
$657K +$175K +6,467 +35%
GIM
1740
Generali Investments Management
Slovenia
$656K +$671K +24,722 New
RFM
1741
Royal Fund Management
Florida
$656K +$441K +16,249 +192%
NFG
1742
Norris Financial Group
South Carolina
$655K -$1.03M -37,872 -61%
RPCONE
1743
Retirement Planning Company of New England
Rhode Island
$655K +$21.1K +779 +3%
PR
1744
Payden & Rygel
California
$655K -$7.85M -289,300 -92%
PSB
1745
Passumpsic Savings Bank
Vermont
$655K -$26.9K -991 -4%
SWM
1746
Sculati Wealth Management
Michigan
$655K -$144K -5,305 -18%
CAL
1747
Capital Analysts LLC
Pennsylvania
$654K +$92.9K +3,424 +16%
CWA
1748
Centennial Wealth Advisory
Michigan
$653K +$67.5K +2,490 +11%
AA
1749
Auxano Advisors
Washington
$648K +$96.4K +3,553 +17%
BO
1750
Bank OZK
Arkansas
$648K -$16.5K -607 -2%