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Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
876
GPS Wealth Strategies Group
Colorado
$425K -$42.4K -617 -10%
SP
877
Symmetry Partners
Connecticut
$425K +$413 +6 +0.1%
FWM
878
Foresight Wealth Management
Utah
$425K +$393K +5,719 New
FFN
879
Focus Financial Network
Minnesota
$421K +$8.32K +121 +2%
Kovitz Investment Group Partners
880
Kovitz Investment Group Partners
Illinois
$421K -$65.3K -950 -14%
CPSC
881
Carl P. Sherr & Co
Massachusetts
$418K
HL
882
HeadInvest LLC
Maine
$418K +$101K +1,464 +35%
CGL
883
Clarius Group LLC
Washington
$416K +$56.9K +828 +17%
VF
884
Virtu Financial
New York
$416K +$385K +5,601 New
YWP
885
YorkBridge Wealth Partners
New York
$413K -$2.61K -38 -0.7%
CPA
886
Capital Planning Advisors
California
$409K +$32.2K +468 +9%
OWM
887
OneAscent Wealth Management
Alabama
$409K +$378K +5,502 New
EFS
888
Essex Financial Services
Connecticut
$407K -$12.4K -180 -3%
SWRP
889
Summit Wealth & Retirement Planning
California
$407K
RMDI
890
R.M. Davis Inc
Maine
$405K -$756 -11 -0.2%
BMWM
891
Brown Miller Wealth Management
Virginia
$403K +$373K +5,425 New
FHA
892
Flagship Harbor Advisors
Massachusetts
$400K -$3.44K -50 -0.9%
FAIM
893
Financial Advocates Investment Management
Washington
$398K -$94.3K -1,372 -20%
BAM
894
Belpointe Asset Management
Nevada
$396K -$215K -3,125 -37%
CA
895
CGN Advisors
Kansas
$396K +$366K +5,328 New
CPIA
896
Cornell Pochily Investment Advisors
New York
$395K -$78.5K -1,142 -18%
WC
897
Weil Company
California
$395K -$20.6K -300 -5%
HWMG
898
Hurlow Wealth Management Group
Indiana
$395K
MHIC
899
Marble Harbor Investment Counsel
Massachusetts
$395K +$24.4K +355 +7%
CFD
900
Creative Financial Designs
Indiana
$395K +$37.4K +544 +11%