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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
951
Prospera Financial Services
Texas
$693K +$254K +711 +46%
SFP
952
Shepherd Financial Partners
Massachusetts
$689K +$7.87K +22 +1%
WA
953
Wealth Alliance
New York
$687K -$12.2K -34 -1%
RCA
954
Resonant Capital Advisors
Wisconsin
$686K +$21.5K +60 +3%
FCM
955
Fortis Capital Management
Washington
$685K -$2.86K -8 -0.4%
GWA
956
GGM Wealth Advisors
Maryland
$683K
FRM
957
Fox Run Management
Connecticut
$682K +$800K +2,235 New
CI
958
Cavalier Investments
Georgia
$674K -$270K -754 -25%
PFG
959
PAX Financial Group
Texas
$670K +$11.4K +32 +1%
SCM
960
Shelton Capital Management
Colorado
$669K -$24.7K -69 -3%
Fisher Asset Management
961
Fisher Asset Management
Washington
$669K +$508K +1,420 +184%
EFL
962
ERn Financial LLC
Wisconsin
$666K +$47.9K +134 +7%
RCAG
963
Rehmann Capital Advisory Group
Michigan
$666K -$74.4K -208 -9%
KWM
964
Keebeck Wealth Management
Illinois
$665K +$98.7K +276 +15%
IWC
965
Integrated Wealth Concepts
Massachusetts
$664K +$51.2K +143 +7%
CFFP
966
Center for Financial Planning
Michigan
$662K -$716 -2 -0.1%
TAM
967
Trillium Asset Management
Massachusetts
$660K
GDP
968
Great Diamond Partners
Maine
$655K -$8.59K -24 -1%
ZCA
969
Zeke Capital Advisors
Pennsylvania
$655K
SA
970
SRN Advisors
Pennsylvania
$655K -$158K -442 -17%
PI
971
PFS Investments
Georgia
$653K +$86.9K +243 +13%
TP
972
Tranquility Partners
Tennessee
$653K +$277K +773 +57%
LCM
973
Lattice Capital Management
Washington
$651K +$1.43K +4 +0.2%
AWP
974
Accretive Wealth Partners
New Jersey
$650K -$8.94K -25 -1%
HBT
975
Heartland Bank & Trust
Illinois
$646K -$24.7K -69 -3%