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Name Holding Trade Value Shares
Change
Change in
Stake
TWIM
1301
TIAA Wealth Investment Management
New York
$683K +$176K +7,110 +28%
IFWM
1302
Institute for Wealth Management
Colorado
$683K -$37.5K -1,512 -4%
FFG
1303
Fortem Financial Group
California
$682K +$13.2K +530 +2%
GFP
1304
Gryphon Financial Partners
Ohio
$682K -$58.9K -2,373 -7%
DFA
1305
Delta Financial Advisors
Louisiana
$681K -$19.3K -778 -2%
PCM
1306
Parsons Capital Management
Rhode Island
$680K +$36.1K +1,454 +5%
WA
1307
Wealth Alliance
New York
$680K -$38.8K -1,564 -5%
RC
1308
Rexford Capital
Texas
$678K +$762K +30,710 +1,490%
FFP
1309
FourThought Financial Partners
Florida
$678K -$5.83K -235 -0.7%
FWM
1310
Forza Wealth Management
Florida
$678K
MAMG
1311
Milestone Asset Management Group
Connecticut
$676K -$5.78K -233 -0.7%
DFG
1312
Demars Financial Group
Washington
$676K +$810K +32,641 New
VA
1313
Valmark Advisers
Ohio
$675K -$22.9K -922 -3%
MSWM
1314
McGlone Suttner Wealth Management
Wisconsin
$673K +$33.5K +1,348 +4%
HPC
1315
HM Payson & Co
Maine
$673K -$37.9K -1,525 -4%
PA
1316
Probity Advisors
Texas
$673K +$3.05K +123 +0.4%
WFI
1317
West Family Investments
California
$671K +$77.9K +3,138 +11%
OWM
1318
Orca Wealth Management
Florida
$671K -$3.4K -137 -0.4%
LWM
1319
Langley Wealth Management
Mississippi
$671K +$804K +32,394 New
FWP
1320
FAS Wealth Partners
Kansas
$670K -$46.9K -1,889 -6%
CCWM
1321
Cassaday & Co Wealth Management
Virginia
$670K -$6.28K -253 -0.8%
SWM
1322
SHP Wealth Management
Massachusetts
$669K +$121K +4,888 +18%
LCWP
1323
Legacy Capital Wealth Partners
Arkansas
$667K -$2.61K -105 -0.3%
AWM
1324
Ariadne Wealth Management
California
$666K +$2.61K +105 +0.3%
LJAC
1325
L.J. Altfest & Co
New York
$666K -$2.03M -81,609 -72%