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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1076
Avidian Wealth Enterprises
Texas
$429K +$22.6K +198 +6%
RCA
1077
Resonant Capital Advisors
Wisconsin
$427K -$1.03K -9 -0.2%
LJAC
1078
L.J. Altfest & Co
New York
$426K +$41.1K +360 +11%
BFA
1079
Benedict Financial Advisors
Georgia
$426K
SEIA
1080
Signature Estate & Investment Advisors
California
$424K +$90.3K +791 +27%
TCIIS
1081
TIAA-CREF Individual & Institutional Services
New York
$424K -$36.4K -319 -8%
BWS
1082
Buck Wealth Strategies
Colorado
$423K +$53.4K +468 +14%
APW
1083
Axim Planning & Wealth
Ohio
$423K +$422K +3,702 New
PIA
1084
Powell Investment Advisors
Florida
$422K
TWM
1085
Tradition Wealth Management
Minnesota
$421K -$9.13K -80 -2%
SIC
1086
SFE Investment Counsel
California
$414K +$2.28K +20 +0.6%
RTC
1087
Real Talk Capital
Tennessee
$414K +$85.2K +747 +26%
CAG
1088
Csenge Advisory Group
Florida
$412K -$2.4K -21 -0.6%
GT
1089
Glenview Trust
Kentucky
$412K -$4.57K -40 -1%
ACM
1090
Ashford Capital Management
Delaware
$411K -$62.2K -545 -13%
SAG
1091
SageView Advisory Group
California
$411K -$76.6K -671 -16%
CAAS
1092
Capital Asset Advisory Services
Michigan
$410K -$9.93K -87 -2%
GDP
1093
Great Diamond Partners
Maine
$410K -$24.1K -211 -6%
BFC
1094
Bedel Financial Consulting
Indiana
$409K +$37.7K +330 +10%
DCM
1095
Dimension Capital Management
Florida
$407K +$16.3K +143 +4%
KGP
1096
Keystone Global Partners
Colorado
$404K
PTC
1097
Private Trust Company
Ohio
$403K -$251K -2,202 -38%
ST
1098
Somerset Trust
Pennsylvania
$401K -$10.3K -90 -3%
RS
1099
R Squared
Hong Kong
$400K +$61.3K +537 +18%
FWM
1100
FFT Wealth Management
Pennsylvania
$397K