Name Holding Trade Value Shares
Change
Change in
Stake
RWP
851
RWA Wealth Partners
Massachusetts
$4.99M +$2.15M +6,466 +51%
SWR
852
Spahn Wealth & Retirement
Arizona
$4.99M -$31K -93 -0.5%
CC
853
Callan Capital
California
$4.99M +$61.3K +184 +1%
IP
854
Ignite Planners
California
$4.98M +$256K +767 +5%
BIG
855
Brooklyn Investment Group
New York
$4.97M +$516K +1,549 +9%
GCA
856
Gradient Capital Advisors
California
$4.97M -$1.61M -4,836 -20%
NG
857
Norden Group
Utah
$4.97M +$1.29M +3,866 +25%
1W
858
1776 Wealth
Georgia
$4.97M +$827K +2,482 +15%
MA
859
Menlo Advisors
California
$4.96M -$643K -1,929 -9%
PWP
860
Principle Wealth Partners
Connecticut
$4.93M +$292K +875 +5%
MG
861
Mather Group
Illinois
$4.93M +$2.52M +7,560 +66%
IPAM
862
ICICI Prudential Asset Management
India
$4.91M -$83.6K -251 -1%
AFP
863
Ausdal Financial Partners
Iowa
$4.9M -$463K -1,390 -7%
SWM
864
SeaCrest Wealth Management
New York
$4.9M -$846K -2,540 -12%
KF
865
Krilogy Financial
Missouri
$4.9M +$221K +662 +4%
Koshinski Asset Management
866
Koshinski Asset Management
Illinois
$4.89M -$1.01M -3,043 -14%
TCA
867
Transcend Capital Advisors
New Jersey
$4.88M +$850K +2,550 +16%
DFO
868
Duquesne Family Office
New York
$4.88M -$6.28M -18,837 -50%
AP
869
Adero Partners
California
$4.88M +$1.16M +3,472 +23%
BCM
870
BTC Capital Management
Iowa
$4.87M +$4.99M +14,961 +386%
NI
871
NCP Inc
California
$4.86M -$3.28M -9,828 -34%
MCCA
872
Mill Creek Capital Advisors
Pennsylvania
$4.85M -$924K -2,773 -13%
AAS
873
AdviceOne Advisory Services
Connecticut
$4.84M -$1.74M -5,210 -22%
DC
874
DeDora Capital
California
$4.82M -$217K -652 -3%
PFBT
875
Parkside Financial Bank & Trust
Missouri
$4.8M +$753K +2,260 +14%