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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1276
Realta Investment Advisors
Delaware
$512K +$33.6K +210 +6%
SWM
1277
Sugarloaf Wealth Management
Georgia
$511K +$640 +4 +0.1%
GLA
1278
Good Life Advisors
Pennsylvania
$510K +$44.8K +280 +9%
AAMC
1279
Asset Allocation & Management Company
Illinois
$509K
MHR
1280
Matthew Hamilton Rosenberg
$509K +$30.4K +190 +6%
RGC
1281
Roberts, Glore & Co
Illinois
$507K -$20.8K -130 -4%
LF
1282
Lantz Financial
Illinois
$507K +$20.8K +130 +4%
MCC
1283
Money Concepts Capital
Florida
$506K -$83.4K -521 -13%
GWAM
1284
Guardian Wealth Advisors (Minnesota)
Minnesota
$505K +$28K +175 +5%
SSB
1285
Sandy Spring Bank
Maryland
$503K -$35.1K -219 -6%
AFM
1286
Andesa Financial Management
Pennsylvania
$501K +$40.5K +253 +8%
EFL
1287
ERn Financial LLC
Wisconsin
$501K +$540K +3,373 New
FSA
1288
Fort Sheridan Advisors
Illinois
$499K
CM
1289
Capula Management
Cayman Islands
$499K +$538K +3,360 New
EGA
1290
E&G Advisors
Texas
$498K -$961 -6 -0.2%
CRC
1291
Curi RMB Capital
Illinois
$498K +$28.5K +178 +6%
PFC
1292
Phocas Financial Corp
California
$497K +$174K +1,085 +48%
B
1293
BetterWealth
California
$496K
AA
1294
Apriem Advisors
California
$496K +$98K +612 +22%
WHCI
1295
W.H. Cornerstone Investments
Massachusetts
$495K +$512K +3,201 New
CHJWM
1296
Carlton Hofferkamp & Jenks Wealth Management
Texas
$494K +$19.2K +120 +4%
KF
1297
Krilogy Financial
Missouri
$493K -$14.1K -88 -3%
GL
1298
Graypoint LLC
New York
$493K +$92.5K +578 +21%
SFWA
1299
Summit Financial Wealth Advisors
Louisiana
$492K +$24K +150 +5%
HR
1300
Howe & Rusling
New York
$490K