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Name Holding Trade Value Shares
Change
Change in
Stake
IIL
801
Insight Inv LLC
California
$717K -$343K -3,481 -30%
GWMR
802
GC Wealth Management RIA
Massachusetts
$716K +$463K +4,706 +144%
4A
803
4Wealth Advisors
Illinois
$716K +$463K +4,705 +144%
CCM
804
Coldstream Capital Management
Washington
$715K +$54.4K +552 +7%
OIA
805
OneDigital Investment Advisors
Kansas
$714K -$59.8K -607 -7%
IA
806
IFP Advisors
Florida
$714K -$842K -8,548 -52%
AWM
807
Axxcess Wealth Management
California
$712K -$83.6K -849 -10%
BAM
808
Boyar Asset Management
New York
$707K -$200K -2,027 -20%
AssetMark Inc
809
AssetMark Inc
California
$703K -$46.7K -474 -6%
PWA
810
Prairie Wealth Advisors
Nebraska
$695K +$8.37K +85 +1%
RP
811
Rowlandmiller & Partners
Georgia
$695K -$59.1K -600 -7%
FCA
812
FLC Capital Advisors
California
$690K -$98 -1 -0%
TWP
813
Tempus Wealth Planning
California
$690K -$29K -295 -4%
RPCONE
814
Retirement Planning Company of New England
Rhode Island
$690K +$8.37K +85 +1%
PMWMG
815
Parr McKnight Wealth Management Group
Minnesota
$689K +$2.86K +29 +0.4%
BB
816
Burford Brothers
Texas
$689K +$2.86K +29 +0.4%
GBT
817
Grove Bank & Trust
Florida
$688K -$33.4K -339 -4%
CCM
818
Chiron Capital Management
Florida
$683K +$493K +5,004 +192%
BJL
819
Brighton Jones LLC
Washington
$683K +$107K +1,082 +17%
CC
820
Carlson Capital
Texas
$682K +$748K +7,600 New
CWS
821
Confluence Wealth Services
Pennsylvania
$679K -$20.8K -211 -3%
JSL
822
JT Stratford LLC
Georgia
$678K -$39.9K -405 -5%
SFG
823
SNS Financial Group
Minnesota
$670K -$51K -518 -6%
GC
824
Grimes & Company
Massachusetts
$670K +$41.8K +424 +6%
YP
825
YANKCOM Partnership
South Dakota
$669K +$22.8K +232 +3%