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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1251
Grimes & Company
Massachusetts
$738K +$44.7K +2,245 +7%
MVA
1252
Mount Vernon Associates
Maryland
$734K +$22.1K +1,111 +3%
SMA
1253
Sage Mountain Advisors
Georgia
$733K +$86.3K +4,338 +15%
PIA
1254
Perennial Investment Advisors
California
$733K +$12.8K +644 +2%
CFS
1255
Commonwealth Financial Services
West Virginia
$732K -$4.52K -227 -0.7%
KJWM
1256
Kiley Juergens Wealth Management
Washington
$732K -$171K -8,575 -20%
HI
1257
Hudock Inc
Pennsylvania
$732K +$4.96K +249 +0.8%
CHJWM
1258
Carlton Hofferkamp & Jenks Wealth Management
Texas
$731K -$10.8K -542 -2%
SPWG
1259
Syntegra Private Wealth Group
Missouri
$729K +$342K +17,199 +108%
AO
1260
Advisor OS
Illinois
$729K +$29K +1,458 +5%
LJAC
1261
L.J. Altfest & Co
New York
$728K -$2.15K -108 -0.3%
MIM
1262
Marco Investment Management
Georgia
$727K -$34.8K -1,747 -5%
GC
1263
Gilbert & Cook
Iowa
$727K -$58.3K -2,931 -8%
BFA
1264
Bill Few Associates
Pennsylvania
$726K -$3.32K -167 -0.5%
PWP
1265
Principle Wealth Partners
Connecticut
$724K
NICM
1266
Neo Ivy Capital Management
New York
$722K -$3.07M -154,166 -82%
WP
1267
WealthShield Partners
North Carolina
$722K +$9.63K +484 +1%
AWM
1268
Ariadne Wealth Management
California
$720K +$166K +8,363 +34%
RDWM
1269
Red Door Wealth Management
Tennessee
$720K +$22.1K +1,112 +4%
6F
1270
626 Financial
Michigan
$719K -$2.94K -148 -0.5%
CAMG
1271
CWA Asset Management Group
Florida
$718K +$649K +32,640 New
FWP
1272
FAS Wealth Partners
Kansas
$717K -$1.69K -85 -0.3%
SEP
1273
Southland Equity Partners
Missouri
$714K -$705K -35,448 -52%
BWP
1274
BSW Wealth Partners
Colorado
$713K +$79.5K +3,994 +14%
GSIAS
1275
Garden State Investment Advisory Services
New Jersey
$712K -$32.4K -1,630 -5%